How to Schedule Reports

To access the Scheduler feature, click on the Scheduler button found on the left-side menu. The Scheduler window will open. You can select different views, ranging from Daily through Monthly, based on your preference.

AD Reports Scheduler window

To select a domain from which to run the report(s), access the toolbar drop-down menu and choose the desired domain name. The current domain will be set as the default option.

AD Reports Scheduler Domain dropdown

There are two distinct approaches available to schedule a report job.

1

Quick Schedule (Drag and Drop)

Select the desired report(s) from the report tree and drag them to the desired date and time slot on the scheduler interface.

AD Reports Scheduler report tree

A confirmation window will appear, displaying the selected date and time for the scheduled report job.

AD Reports Scheduler confirmation dialog

To initiate the scheduling process, click on the Yes button. This will prompt the scheduler to begin creating the scheduled job accordingly.

AD Reports Scheduler progress bar

Once the scheduled job is successfully created, you will notice a new icon being displayed within the scheduler window.

AD Reports Scheduler report icon

Upon completion, the job will be successfully created and will execute as scheduled. If you wish to modify the job settings, simply double-click on the job icon.

Please make all necessary customizations before the start of the scheduled job to ensure the changes are applied correctly.
2

Customized Schedule

An alternative method for scheduling a report is to utilize the Create Job button on the toolbar. This option provides the ability to modify various parameters of the report job.

  1. Choose the report(s) you wish to schedule from the report tree. (Note: You can schedule multiple reports for the same date and time, but all report jobs will share the same parameters.)
  2. Click on the Create Job button located on the toolbar.
  3. This action will prompt the appearance of the customizable scheduler screen.

AD Reports Scheduler menu bar

AD Reports Scheduler schedule a job

Within this window, you have the option to modify various settings: change the domain, set the start date and time, indicate whether to export membership, modify the subject and description, select file formats (.csv, .txt, .xls, .xlsx, .rtf, .pdf, .html, .mht), choose a report file name mask, and adjust formatting settings.

If you wish to send your report via email, simply check the Send reports via Email checkbox and enter the recipient's email address(es) in the "To:" field. You can include multiple email addresses by separating them with commas.

To enable the email functionality, it is important to configure the email settings beforehand (How to set e-mail settings).

If you prefer to open an email form, you can do so by clicking on the Email Form button.

AD Reports Scheduler Email form

To set the job to recur periodically, click on the Recurrence button located at the bottom of the "Create Scheduler Job" screen.

AD Reports Scheduler Recurrence button

The Recurrence window will be displayed.

AD Reports Scheduler Recurrence dialog

Within this window, you can schedule the job to run on a daily, weekly, monthly, or yearly basis. If necessary, you can even set it to run hourly. You can also define a specific date range and specify the number of occurrences.

3

Selecting Reports

To select or unselect a specific report section, simply click on the parent node of that particular section.

AD Reports Scheduler user report tree

Additionally, you can select or deselect an entire report category using the Select (All) and Deselect (All) buttons on the toolbar.

AD Reports Scheduler Deselect all reports

AD Reports Scheduler select reports

You can keep track of your selected reports by referring to the status bar, which displays the number of selected reports along with their corresponding report types.

AD Reports Scheduler status bar

4

Change Scheduler View

By default, the Scheduler view is set to the Work Week. You can switch to a different view: Day, Work Week, Calendar Week, Month, or Timeline.

AD Reports Scheduler Work Week View

The Day view presents the calendar date of today or any selected day.

AD Reports Scheduler Day View

The Work Week view offers a focused perspective on the weekdays, typically from Monday to Friday.

AD Reports Scheduler Work Week View

The Week view provides an overview of the entire week, from Sunday to Saturday.

AD Reports Scheduler Week View

The Full Week view provides a comprehensive display of all seven days.

AD Reports Scheduler Full Week View

The Month view presents a concise display of an entire month's calendar.

AD Reports Scheduler Month View

The Timeline view provides a visual representation of your scheduled jobs along a chronological timeline.

AD Reports Scheduler Timeline View

5

Monitor Running Jobs

During the execution of a scheduled job, the Logger window will provide real-time updates on the status of each individual report. The status bar will indicate the overall status of the scheduled job. Should you wish to halt or cancel the job, click on the Cancel Job button on the status bar.

AD Reports Scheduler Logger

For instructions on running the scheduler as a Windows service in the background without the need to run AD Reports, please refer to How to Use Scheduler Service.
6

Email Changes Since Last Run New in 7.5

A scheduled report can email only what changed since the previous run instead of the full result every time. When creating or editing a schedule, tick “Email changes since last run” in the schedule job form. Each delivery then includes a Changes since last run summary — added, removed, and changed counts — right in the email body, with the complete change list attached as an Excel workbook.

AD Reports schedule job form with Email changes since last run checkbox

This is ideal for “tell me only when something moved” monitoring — new members of Domain Admins, accounts that got disabled, or computers that dropped off the network — without re-reading an unchanged report each day.

AD Reports scheduled email Changes Since Last Run summary

Rows are compared the same way as in Report History & Compare.

7

Daily Scheduler Status Email New in 7.5

Get a once-a-day summary of your scheduled report runs so you don't have to log into the server and open Job History. The email tells you at a glance whether all jobs ran OK, some had problems, or none ran.

Set the send time and recipients under Settings → Scheduler. Because the digest arrives on a fixed daily schedule, a missing email is itself a useful signal — it usually means the machine or the scheduler service is down.

AD Reports Settings Scheduler daily status email configuration

AD Reports daily scheduler status email

8

Scheduling Azure Reports New in 7.5.3

Any of the 43 Azure reports can now be scheduled — across Users, Groups, Applications & Access, Devices, and Security & Activity.

  1. Open the report on the Azure Reports page and run it.
  2. Click the 📅 Schedule button — it schedules that report.
  3. Choose Once / Daily / Weekly / Monthly, the export folder, and the email recipients.

The scheduled run exports to Excel and emails it, exactly like a scheduled AD report, and appears on the Scheduler calendar in its own color. Runs happen whether or not the application is open, as long as the Scheduler Service is installed.

AD Reports scheduling an Azure report

Sign in to Azure at least once first. Scheduled runs never prompt for sign-in — they reuse your existing Azure authentication. If you have never signed in, or your token has been revoked, the scheduled run will fail rather than pop a browser on the server.
9

Pause, Disable and Cancel New in 7.5.3

You now have full control over what runs, without deleting anything:

  • Pause all scheduled reports — a switch in Settings → Scheduler. Nothing runs while it is on, and every schedule is kept exactly as it is. A banner across the top of the Scheduler page says so and offers a one-click Resume scheduled reports, so a report that stopped running is never a mystery.
  • Disable a single schedule — right-click a report on the calendar and choose Disable this schedule. It stops running but keeps its recurrence, recipients and export settings, and shows grayed out with a ⏸ until you enable it again.
  • Cancel a job while it is running — a Cancel Job button appears on the bottom bar next to the progress indicator. No file is written, no e-mail is sent, and Job History records the run as Canceled. The schedule itself is untouched and runs again at its next scheduled time.

AD Reports Scheduler paused banner and disabled schedule

Skipped runs are recorded. When a report doesn't run because the scheduler is paused or that schedule is disabled, Job History now shows a Skipped entry saying which reason — previously the time simply passed with nothing to explain it.
10

Housekeeping & Service Status New in 7.5.3

Clean Up Schedules (Scheduler → Tools) lists jobs that have already run, showing the date, domain, recipients and export folder for each. Nothing is deleted unless you check it, and jobs whose report no longer exists — which can never run again — are marked in red.

The bottom bar now shows what the Scheduler Service is actually doing: which report is running and since when, or the last job it ran when idle. If the service is running but has stopped firing scheduled reports, it now says “not responding” instead of showing everything as normal.

The service now restarts itself if it stops unexpectedly — Windows retries after 1 minute, then after 2, then leaves it stopped rather than looping forever. Each recovery is recorded in the service log, which states clearly when no further restart will happen. Existing installations pick this up the next time you start the service from AD Reports.
Other scheduling improvements in 7.5.3: e-mail addresses are validated before a job is saved (one mistyped address used to stop the e-mail reaching everyone); new jobs default to Clean Excel (.xlsx) instead of CSV; the Schedule dialog lists the reports a job will run and lets you uncheck one to drop it; a job set to start “now” on a recurring schedule no longer waits a full cycle before its first run; and deleting a report warns you when scheduled jobs use it.
Scheduling improvements in 7.5.4: Job History opens newest-first and gains an Export button; new Hybrid Identity and Audit schedules suggest the shared Reports folder instead of Documents; the Schedule Report Job dialog tabs through its fields in layout order; a job with exactly two reports lets you remove either one again; and jobs made up only of File System (NTFS) reports no longer ask for a domain.
Retention (New in 7.6): Settings → Scheduler has two retention settings. Job History → Keep for (365 days by default) removes older run entries automatically, and Change Evidence records what changed on each scheduled run for the Compliance Evidence Pack (kept 365 days by default, and it can be turned off). Enter 0 in either to keep everything.
If you have any inquiries or encounter any difficulties while scheduling reports, please feel free to contact us.
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