> For the complete documentation index, see [llms.txt](https://help.verkada.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.verkada.com/access-control/access/door-schedules-and-exceptions/save-reports-and-schedule-automatic-delivery.md).

# Save Reports and Schedule Delivery

Many users regularly need to run the same reports on a recurring basis. Reapplying the same filters each time can be repetitive and time-consuming. Saved reports and scheduled report delivery help streamline this process by letting users save filtered reports and automatically deliver them on a recurring schedule.

***

### Benefits

* An admin can return and easily re-run the report without having to reset the filters
* These saved reports can be turned into comma-separated value (CSV) files and automatically emailed to a specified list of recipients
* These emails can be scheduled daily, weekly, or monthly

{% hint style="danger" %}
You need **Access Admin** permissions to create and manage access reports.
{% endhint %}

***

## Create a saved report

{% stepper %}
{% step %}
**Navigate to the Access Control homepage and on the left side, select the Reports icon.**
{% endstep %}

{% step %}
**Select your preferred filters and click Save Report.**

​

<div align="left" data-with-frame="true"><img src="/files/IYE245oShDXzBCY1iXKn" alt="" width="617"></div>
{% endstep %}

{% step %}
**On the&#x20;*****Save Report*****&#x20;dialog, type a Report Name (required) and a description (optional), and click Save. Both can be edited after the creation of the saved report.**

​

<div align="left" data-with-frame="true"><img src="/files/3NIDMWXkNznEwWjBHF9u" alt="" width="620"></div>

Once the report is saved, the reports page loads. The left pane contains some metadata attached to the saved report. The right pane is the report itself.\
​

<div align="left" data-with-frame="true"><img src="/files/SV2IIYvoL8riCFnWVc4v" alt="" width="619"></div>

​
{% endstep %}

{% step %}
**At the top right, click Schedule to schedule these reports.**

<div align="left" data-with-frame="true"><img src="/files/zrmhHydJRJDfHSua1OwL" alt="" width="619"></div>
{% endstep %}

{% step %}
**Choose the schedule frequency for your saved reports:&#x20;*****Daily*****,&#x20;*****Weekly*****, or&#x20;*****Monthly*****.**

​\
​**Example**: The *Daily* frequency requires a specific time and timezone.

<div align="left" data-with-frame="true"><img src="/files/yEIZ981evBWVPqWBF9Wy" alt="" width="618"></div>

​\
​**Example**: The *Weekly* option allows for selecting the days of the week you want to send the report. This example has Sunday (S), Tuesday (T), and Friday (F) selected.

<div align="left" data-with-frame="true"><img src="/files/LbHUyiBALqFNO9a0vA9l" alt="" width="617"></div>

​**Example**: The *Monthly* option allows you to choose specific date of the month or the week number/weekday.

<div align="left" data-with-frame="true"><img src="/files/yqmbT3wUx2B8l1WNENZ5" alt="" width="619"></div>

​
{% endstep %}

{% step %}
**Choose the recipients of your scheduled report. You can specify both individual users or access groups.**

​\
​**Example**: User and group specified

<div align="left" data-with-frame="true"><img src="/files/KU7bLAkGY5xELgLuBB9Q" alt="" width="618"></div>

​\
You should see your new saved report in the **Saved Reports** tab.

<div align="left" data-with-frame="true"><img src="/files/BSEYHPPzdD5rFe5vZqlq" alt="" width="616"></div>
{% endstep %}
{% endstepper %}

***

## Duplicate an existing report

{% stepper %}
{% step %}
**In Verkada Command, go to All Products > Access.**
{% endstep %}

{% step %}
**In the left navigation, select Reports.**

1. Configure the filters as needed.
2. On the right, click **Save Report.**
   {% endstep %}

{% step %}
**On** **Save Report:**

1. Enter a unique name.
2. (Optional) Add a report description.
3. Click **Save.**
   {% endstep %}

{% step %}
**After you save the report, it will open on the Saved Reports tab. The left pane displays metadata for the saved report, while the right pane displays the report.**

<div align="left" data-with-frame="true"><img src="/files/SV2IIYvoL8riCFnWVc4v" alt="" width="619"></div>
{% endstep %}
{% endstepper %}

***

## Create a scheduled report

{% stepper %}
{% step %}
**In Verkada Command, go to All Products > Access.**
{% endstep %}

{% step %}
**In the left navigation, select Reports.**
{% endstep %}

{% step %}
**At the top, click Saved Reports > your report.**

1. In the top right, click **Schedule.**
2. Select the schedule frequency for the report:
   * **Daily:** Specify the time and time zone for report delivery.
   * **Weekly:** Select the day or days of the week to deliver the report.
   * **Monthly:** Choose either a specific day of the month or a week number and weekday (for example, the second Tuesday of each month).
3. Choose the recipients of your scheduled report. You can specify both individual users and access groups.
4. In the top right, click **Save Schedule.**

{% hint style="danger" %}
Saved reports are private to the user who created them. Only the report creator can view, edit, or run a saved report, regardless of their Access Control permissions or role. If other users need the same report data, schedule report delivery to send the results to them, or have each user create and save their own report.
{% endhint %}
{% endstep %}
{% endstepper %}

***

## Duplicate an existing report

To create a similar report while keeping the existing filters (but not the schedule), duplicate the report and make any necessary changes.

{% stepper %}
{% step %}
**In Verkada Command, go to All Products > Access.**
{% endstep %}

{% step %}
**In the left navigation, select Reports > Saved Reports.**
{% endstep %}

{% step %}
**Hover over your report and click** <i class="fa-ellipsis">:ellipsis:</i> **> Duplicate.**

1. Enter a unique name.
2. (Optional) Add a report description.
3. Click **Duplicate.**
   {% endstep %}

{% step %}
**(Optional):**

* Open the report and edit the filters if needed
* [Add a schedule](#create-a-scheduled-report)
  {% endstep %}
  {% endstepper %}

***

## Export a report

You can export a saved report as a CSV file.

{% stepper %}
{% step %}
**In Verkada Command, go to All Products > Access.**
{% endstep %}

{% step %}
**In the left navigation, select Reports.**
{% endstep %}

{% step %}
**At the top, click Saved Reports > your report.**

1. In the top right, click **Export.**
2. Click **OK** to send the report to your email address.
   {% endstep %}
   {% endstepper %}


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