> ## Documentation Index
> Fetch the complete documentation index at: https://promptwatch.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduling and sharing reports

> Report schedules deliver a fresh PDF report to your team by email every week, so recurring reporting runs itself instead of living on your to-do list.

A report schedule is a weekly, recurring version of a [PDF report](/docs/academy/pdf-reports): you pick a delivery day, a lookback window, and recipients, and Promptwatch generates and emails the report automatically. Schedules exist because most reporting is recurring: if you send a client the same dashboard PDF every Monday, the schedule should do it, not you.

### How to create a schedule

Schedules are created from the same export modal as instant reports:

1. Open the dashboard you want to send.
2. Click **Export**.
3. Switch to the **Scheduled report** tab.
4. Configure the schedule and click **Create schedule**.

#### Schedule options

* **Deliver every**: the day of the week the report goes out, Monday through Sunday.
* **Covering**: the lookback window, the last 7, 14, or 30 days. The report always covers the window ending on the delivery day, so every edition is fresh rather than a fixed date range going stale.
* **Recipients**: a checklist of the team members who receive the email, each labeled Owner or Member, with a search box once the list grows past five. Select at least one. Only organization owners and members who have access to the project are listed; viewers can see the data in the app but can't receive scheduled emails.
* **Filters**: a schedule prints the dashboard as saved at each delivery: its filters and each chart's settings. Unsaved changes on screen aren't included, so update the dashboard first. For a narrow report, such as "ChatGPT only, organic prompts, one monitor", save those filters on a dashboard and schedule that one.

<img src="https://mintcdn.com/promptwatch/dU6BOiHJfPzgmj2G/academy/images/sharing-reports-1.png?fit=max&auto=format&n=dU6BOiHJfPzgmj2G&q=85&s=bd259f4ffc31c20519034b3a4f4c399d" alt="Promptwatch Export modal on the Scheduled report tab, showing the Recipients field and a live report preview." width="2304" height="1508" data-path="academy/images/sharing-reports-1.png" />

Reports are delivered by email in the early morning (06:00 UTC) on your chosen day, with the PDF attached. Each generated report also appears on the **Reports** page under **PDF Reports**, so there's always a downloadable copy in the app.

### Managing your schedules

Open **Reports** (press ⌘K, or Ctrl+K on Windows and Linux, and search for **Reports**, or use the **View schedules** link in the confirmation message after you create a schedule) and go to the **Scheduled Reports** tab. Each row shows the schedule type, cadence, filters, recipients, and the next run date. Deleting a schedule stops future deliveries; reports it already produced stay available.

<img src="https://mintcdn.com/promptwatch/dU6BOiHJfPzgmj2G/academy/images/sharing-reports-2.png?fit=max&auto=format&n=dU6BOiHJfPzgmj2G&q=85&s=3e1e66132ae4d70f50abe0156e64ea72" alt="Promptwatch Scheduled Reports table with Type, Schedule, Recipients, and Next run columns for two dashboard report schedules." width="2880" height="1920" data-path="academy/images/sharing-reports-2.png" />

Two access rules to know:

* **Viewers can't schedule**: creating and managing schedules requires a member or owner role, since schedules push data out of the app.
* **Plan limits**: the number of active schedules per organization depends on your plan. At the limit, creating another fails with a "schedule limit reached" message; delete an unused schedule to free a slot. If your plan doesn't include custom reports at all, creating a schedule opens the upgrade prompt instead.

### How sharing works

Sharing in Promptwatch is file-based: there are no public share links for reports. To share outside your team, download the PDF and send it, or add the stakeholder to your organization and put them on a schedule. Two options cover the common cases:

* **One-off sharing**: create an instant report and check "Email me the PDF report once generated", then forward it. See [Creating a PDF report](/docs/academy/pdf-reports).
* **Recurring sharing**: add the person as a recipient on a schedule, so they get every edition without you in the loop. See [Team and roles](/docs/academy/team-and-roles) for inviting people with the right access level.

For raw data instead of a formatted PDF, use CSV exports: see [Can we export responses?](/docs/academy/exporting-your-data).

After you create your first schedule, check the **Next run** column to confirm the timing, and expect the first email on your chosen delivery day.


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