Scheduled Reports

Professional+

CalabiIQ's Scheduled Reports feature delivers dashboard and chart snapshots to inboxes and Slack channels on a user-defined schedule. Reports can be sent as screenshots (PNG), PDFs, or as inline data (CSV for chart-level reports).

Tier requirement

Scheduled Reports require Professional tier or above. The underlying email and alert workers must be configured in your Calabi deployment — contact your administrator if reports are not sending.

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Report Types

Report Type	What is delivered	Delivery channel
Dashboard Screenshot	Full-page PNG of the dashboard	Email, Slack
Dashboard PDF	Multi-page PDF export	Email
Chart Screenshot	PNG of a single chart	Email, Slack
Chart CSV	Query results as a CSV attachment	Email
Alert	Conditional report — fires only when a metric crosses a threshold	Email, Slack

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Creating a Dashboard Report

From the dashboard

1. Open the dashboard you want to schedule.
2. Click ··· (more menu, top-right) → Schedule email report.
3. The report configuration panel opens.

From the Reports list

1. Navigate to Settings → Alerts & Reports (Admin) or Reports (non-Admin).
2. Click + Report.
3. Choose Dashboard as the report type.

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Report Configuration Fields

Field	Description	Example
Report name	Unique identifier for this report	Weekly Exam KPI Report
Description	Internal note about the report's purpose	Sent every Monday to the Product team
Report type	Dashboard or Chart	Dashboard
Dashboard / Chart	The asset to capture	Exam Performance — Q2 2026
Owners	Users responsible for this report	analytics@yourcompany.com
Recipients	Email addresses (comma-separated)	cto@yourcompany.com, vp-product@yourcompany.com
Slack channel	Slack channel name (with #)	#exec-weekly-metrics
Format	PNG, PDF, or CSV	PNG
Schedule	Cron expression or preset	See below
Timezone	Timezone for cron evaluation	America/New_York
Report delay (seconds)	Wait before capturing (allows charts to finish loading)	5
Include filter state	Embed current dashboard filter values in the screenshot	Enabled
Force screenshot	Re-capture even if no data has changed	Disabled

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Scheduling — Cron Expressions

CalabiIQ accepts standard 5-field cron expressions plus a set of convenient presets.

Presets

Preset	Cron equivalent	When it runs
Every day at 7:00 AM	0 7 * * *	Daily at 07:00
Every Monday at 8:00 AM	0 8 * * 1	Weekly, Monday morning
1st of every month at 9:00 AM	0 9 1 * *	Monthly
Every weekday at 6:00 AM	0 6 * * 1-5	Monday–Friday
Every hour	0 * * * *	Top of each hour

Custom cron examples

# Every Tuesday and Thursday at 7:30 AM
30 7 * * 2,4

# Last day of the month at 11:59 PM
59 23 28-31 * *

# Every 15 minutes (high-frequency — use with caution)
*/15 * * * *

High-frequency reports

Reports running more than once per hour generate significant database load and can trigger screenshot throttling. Consult your Calabi administrator before scheduling sub-hourly reports.

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Setting Up Slack Delivery

Prerequisites

1. A Calabi administrator must configure the Slack integration under Settings → Alerts & Reports → Slack.
2. The bot must be added to the target channel.

Adding a Slack recipient to a report

1. In the report configuration, find the Slack channels field.
2. Enter the channel name with the # prefix (e.g., #data-alerts).
3. Click Add.
4. Save the report.

Slack delivery sends:

• A brief message with the report name and link.
• An attached PNG screenshot (for dashboard/chart reports).
• An inline CSV preview (for data alerts).

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Creating an Alert (Conditional Report)

An alert fires only when a specific metric crosses a threshold — ideal for data quality monitoring or business KPI watchdogs.

1. Navigate to Settings → Alerts & Reports → + Alert.
2. Configure the alert:

Field	Description	Example
Alert name	Descriptive name	Pass Rate Below 70%
Database	Database to run the check against	Redshift Production
SQL query	Must return a single numeric value	See below
Trigger condition	Comparison operator	< (less than)
Trigger value	Threshold	70
Report type	What to deliver when triggered	Dashboard screenshot
Dashboard	Dashboard to capture	Exam Health Monitor
Recipients	Who receives the alert	data-team@yourcompany.com
Schedule	How often to evaluate the condition	0 * * * * (hourly)
Grace period (hours)	Minimum hours between repeat alerts	24

Alert SQL examples

-- Trigger if pass rate drops below 70%
SELECT
    ROUND(
        100.0 * SUM(CASE WHEN passed THEN 1 ELSE 0 END) / COUNT(*),
        2
    )
FROM psychometric_reporting.scores
WHERE exam_date >= CURRENT_DATE - INTERVAL '1 day';

-- Trigger if more than 100 failed attempts in the last hour
SELECT COUNT(*)
FROM psychometric_reporting.scores
WHERE passed = FALSE
  AND exam_date >= NOW() - INTERVAL '1 hour';

-- Trigger if revenue drops more than 20% week-over-week
SELECT
    (this_week - last_week) / NULLIF(last_week, 0) * 100
FROM (
    SELECT
        SUM(CASE WHEN created_at >= CURRENT_DATE - 7 THEN amount_usd END) AS this_week,
        SUM(CASE WHEN created_at >= CURRENT_DATE - 14
                  AND created_at < CURRENT_DATE - 7   THEN amount_usd END) AS last_week
    FROM billing.transactions
    WHERE status = 'completed'
) sub;

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Managing Reports

View all reports

Navigate to Settings → Alerts & Reports. The list shows:

Column	Meaning
Name	Report name
Type	Report or Alert
Schedule	Cron expression
Last run	Timestamp of most recent execution
Last status	Success, Failed, Working
Active	Toggle to enable/disable without deleting

Forcing an immediate run

1. Find the report in the list.
2. Click ··· → Force run.
3. The report executes immediately — useful for testing new reports.

Viewing execution history

1. Find the report and click its name.
2. Click the Logs tab.
3. Logs show each execution's status, timestamp, duration, and any error messages.

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Troubleshooting Reports

Symptom	Likely cause	Resolution
Report never arrives	Email worker not running	Contact Calabi admin to check Celery worker status
Screenshot is blank	Charts take longer than report_delay to load	Increase Report delay to 10–30 seconds
Alert never fires	SQL query returns NULL	Ensure SQL returns a numeric value; use COALESCE(result, 0)
Alert fires every run	Grace period too short	Increase grace period to reduce alert fatigue
Slack message appears but no attachment	Bot lacks file upload permission	Admin needs to re-authorize Slack bot with files:write scope
PDF is empty / cut off	Dashboard is too tall	Reduce dashboard height or split into multiple dashboards

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Report Email Template

Reports are delivered with a default email template that includes:

• Report name and description.
• Timestamp of the report capture.
• Link to the live dashboard.
• Inline PNG screenshot (for screenshot reports) or CSV attachment.

Your Calabi administrator can customize the email template (logo, colors, footer text) under Settings → Email configuration.