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

# Saving and scheduling canned reports and scripts

> > 💡 For Monday delivery, schedule at 6AM or later to ensure the latest data has loaded into the system.

## Saving a Canned Report or Script

1. From **Report Builder**, select the **Canned Report** or **Canned Script** you want to save.
2. Click **Configure Report**.
3. Set your preferences:
   * **Canned Reports:** Choose Time Period(s), Vendor(s), Product Set, Metrics, and Group By’s.
     <img src="https://mintcdn.com/crispinc/ZSLNemZW3-gsxBgq/images/solys-by-crisp/saving-and-scheduling-canned-reports-and-scripts-01-Saving-Scheduling_image_08.png?fit=max&auto=format&n=ZSLNemZW3-gsxBgq&q=85&s=ba640e51b4c6754d5e5479484447698e" alt="Saving and scheduling canned reports and scripts screenshot 1" width="820" height="438" data-path="images/solys-by-crisp/saving-and-scheduling-canned-reports-and-scripts-01-Saving-Scheduling_image_08.png" />
   * **Canned Scripts:** Choose Vendor(s) and Product Set.
     <img src="https://mintcdn.com/crispinc/ZSLNemZW3-gsxBgq/images/solys-by-crisp/saving-and-scheduling-canned-reports-and-scripts-02-Saving-Scheduling_image_03.png?fit=max&auto=format&n=ZSLNemZW3-gsxBgq&q=85&s=4f3a37102371a6390edf455f698d36d9" alt="Saving and scheduling canned reports and scripts screenshot 2" width="808" height="467" data-path="images/solys-by-crisp/saving-and-scheduling-canned-reports-and-scripts-02-Saving-Scheduling_image_03.png" />
4. Click **Create Saved Report**, name it, and click **Save Report**.
   <img src="https://mintcdn.com/crispinc/ZSLNemZW3-gsxBgq/images/solys-by-crisp/saving-and-scheduling-canned-reports-and-scripts-03-Saving-Scheduling_image_04.png?fit=max&auto=format&n=ZSLNemZW3-gsxBgq&q=85&s=875740ae25decfa573018317a66f3f73" alt="Saving and scheduling canned reports and scripts screenshot 3" width="402" height="155" data-path="images/solys-by-crisp/saving-and-scheduling-canned-reports-and-scripts-03-Saving-Scheduling_image_04.png" />

## Scheduling a Saved Report or Script

1. Go to **Reporting → Saved Report Schedule Manager** (for reports) or **Script Schedule Manager** (for scripts).
   <img src="https://mintcdn.com/crispinc/ZSLNemZW3-gsxBgq/images/solys-by-crisp/saving-and-scheduling-canned-reports-and-scripts-04-Saving-Scheduling_image_07.png?fit=max&auto=format&n=ZSLNemZW3-gsxBgq&q=85&s=10b549cc7b70ea404f233d0ba3406f6c" alt="Saving and scheduling canned reports and scripts screenshot 4" width="197" height="393" data-path="images/solys-by-crisp/saving-and-scheduling-canned-reports-and-scripts-04-Saving-Scheduling_image_07.png" />
2. Click **Add New Record**.
3. Select the saved report or script you want to schedule.
4. Choose the **day of the week** and **time of day**.
5. Optionally enter email addresses for distribution — separate multiple addresses with a **semicolon**. Leaving this blank is fine; the report will appear in your My Reports List instead.
6. Click **Save**. The report will now run automatically on your chosen schedule.
   <img src="https://mintcdn.com/crispinc/ZSLNemZW3-gsxBgq/images/solys-by-crisp/saving-and-scheduling-canned-reports-and-scripts-05-Saving-Scheduling_image_06.png?fit=max&auto=format&n=ZSLNemZW3-gsxBgq&q=85&s=0ef00b69d3ffd3bc55dda35daa258e48" alt="Saving and scheduling canned reports and scripts screenshot 5" width="1356" height="171" data-path="images/solys-by-crisp/saving-and-scheduling-canned-reports-and-scripts-05-Saving-Scheduling_image_06.png" />

<Tip>
  For Monday delivery, schedule at **6AM or later** to ensure the latest data has loaded into the system.
</Tip>

## Support

**Hours:** Monday – Friday, 8AM – 4PM
**Email:** [support@gocrisp.com](mailto:support@gocrisp.com)