Report Scheduling & Export

Report Scheduling & Export

NexusRMS allows you to schedule automatic report delivery and export report data in multiple formats. This guide covers both scheduling recurring reports and performing manual exports.

Scheduling Reports

Scheduled reports are sent automatically to specified recipients at your chosen frequency. To enable this feature, ensure Enable Scheduled Reports is turned on in Settings > Analytics > Reports.

Creating a Schedule

1. Open any report from the report viewer
2. Click the Schedule button in the report toolbar
3. The schedule dialog will appear with the following fields:
   • Frequency — select from Daily, Weekly, or Monthly
   • Time — use the time picker to set the delivery time
   • Recipients — enter email addresses in the combobox; press Enter to add each address as a chip
4. Click Save Schedule to activate

You can add multiple recipients. Each recipient receives the report as an email attachment in your configured default export format.

Managing Existing Schedules

• View all active schedules from Analytics > Scheduled Reports
• Edit a schedule by clicking the Edit icon next to the schedule entry
• Pause a schedule temporarily using the toggle switch
• Delete a schedule by clicking the Delete icon and confirming

Exporting Reports

Export any report manually from the report viewer. Click the Export button in the toolbar to open the export menu.

Export Formats

Format	Description	Best For
PDF	Full-page layout with charts and formatting preserved	Sharing with clients, printing, archiving
Excel (XLSX)	Formatted cells with headers, data types, and column widths	Further analysis in spreadsheets, pivot tables
CSV	Comma-separated values, plain text	Importing into other systems, very large datasets

Large Dataset Exports

NexusRMS uses streaming export with 1,000-row chunking to handle large datasets efficiently. This prevents memory issues when exporting reports with many rows.

• Maximum rows — configurable from 100 to 100,000 (default: 100,000) in Settings > Analytics > Reports > Maximum Report Rows
• If your report exceeds the maximum, results are truncated at the configured limit
• For very large exports, CSV is recommended as it has the lowest memory overhead

Section-Based Exports

Some reports contain multiple sections (e.g., Revenue, Tenants, Addons). You can export individual sections rather than the entire report:

1. Navigate to the section you want to export
2. Click the Export button within that section’s header
3. Select your preferred format

Section exports include only the data from the selected section, along with the active date range and any applied filters.

Export Details

• The selected date range is included in the export header
• Active filters are preserved and noted in the export
• The default export format can be set in Settings > Analytics > Reports > Default Export Format (PDF, CSV, or Excel)

Export Permissions

Export access is controlled by the roles_can_export setting in Settings > Analytics > Permissions. Only users with roles included in this list can export report data. CoreAdmin users always have export access.

Tips

• Use weekly scheduling for operational reports and monthly for financial summaries
• If a scheduled report fails to send, check that recipient email addresses are valid and that your email configuration is correct
• Narrow your date range or apply filters before exporting to reduce file size and generation time