# Build a custom report and schedule it to your inbox

> Start from Enmantle's report catalog, build your own in the report builder, save it, and have it emailed on a schedule.

Canonical: https://enmantle.com/help/custom-report-schedule · Section: Reports & Audit · Updated: 2026-09-20

Enmantle ships with a catalog of prebuilt reports for the numbers you check most, plus a builder for the ones specific to how your agency runs. This guide covers building your own report and having it land in your inbox on a schedule, so you stop pulling it by hand.

*Screenshot: The Reports hub: your reports, the builder entry point, and the catalog.*
## Start in the catalog

The `Reports` page opens on a hub. At the top, `Your reports` shows three cards — `Favorites`, `Recently Run`, and `Scheduled`. Below that, `Browse` the full catalog: reports are grouped into collapsible category sections (Time & Attendance, Compliance, Billing, Medications, and more), with a `Search reports...` box across the top.

If a prebuilt report already answers your question, open it, set the `Filters`, and click `View Report` — no need to build anything. For the full walkthrough, see [Finding and running a report in the catalog](/help/report-catalog). Build a custom report when you need different columns, a narrower slice, or something you'll want emailed on a repeat.

## Build a custom report

1. On the hub, click `New custom report` (`Build one from scratch`) to open the builder.
2. Choose a `Data Source` from the dropdown — this sets what the report is built from.
3. Under `Columns`, check the fields you want. Add only what you'll read — a tight report is easier to act on. Drag the column chips to reorder them.
4. Optionally set `Group By` for subtotals, and `Totals` (`Sum`, `Avg`, `Count`, `Min`, or `Max`) on numeric fields.
5. Set the `Filters` — `Start Date` / `End Date`, `Locations`, `Staff`, `Clients`, and any status pickers.
6. Watch the live preview on the right to confirm it shows what you expect.
7. Enter a `Report Name`, set `Visibility` to `Private` or `Shared`, and click `Save Report`.

Once saved, the report appears under `Custom Reports` in the catalog and in your `Favorites`/`Recently Run` cards. Tick `Show as preset chip on the base report` while building if you want it to show as a quick chip on the report it's based on.

> To edit a saved report later, click the pencil icon on it under `Custom Reports` — that reopens the builder with everything prefilled.

## Schedule it to your inbox

Scheduling is available on **saved custom reports** — build and save one first, then set its cadence.

1. Find your report under `Custom Reports` (or in the `Scheduled` card) and click the calendar (`Schedule this report`) icon to open the `Schedule report` dialog.
2. Set the `Cadence` — `Daily`, `Weekly`, or `Monthly`. Weekly adds a `Day of week`; monthly adds a `Day of month` (`1–28`). Pick the `Hour (ET)` to send.
3. Choose the `Report period` (`Yesterday`, `Last 7 days`, `Last 30 days`, `Last calendar month`, or `Month-to-date`) and the `Formats` (`PDF`, `Excel (.xlsx)` — at least one).
4. Add `Recipients` (comma-separated emails), tick `Email me too` for a copy, leave it `Enabled`, and click `Save`.

The schedule now shows in the `Scheduled` card, where you can edit it, toggle it on/off, `Send test now`, or delete it. From then on, the report arrives on its own cadence — weekly time-clock hours every Monday, an expense summary on the 1st, whatever rhythm matches your review.

## Choose the right cadence

- `Daily` for anything you act on same-day, like time-clock hours during a busy pay period.
- `Weekly` for routine review — staff overview, certification status.
- `Monthly` to line up with a reporting cycle or month-end close.

You can save as many reports as you need, each on its own schedule. Build the view once, and let Enmantle deliver it.

## Next steps

- New to the catalog? Start with [Finding and running a report in the catalog](/help/report-catalog).
- Need to trace a specific error rather than a summary? Use the [audit log to trace documentation errors](/help/audit-log-trace-errors).
- For the money side end to end, see [From clock-ins to a clean eMBS invoice](/help/clock-ins-to-embs-invoice).