Title: Schedule a report and send reminders | OneForm > Pick when an approved report goes out, cancel a scheduled send, and remind clients who haven't opened their report. Source: https://oneform.si/help/reports/schedule-a-report-and-reminders/ --- 1. [Help Center](https://oneform.si/help/) 2. [Reports](https://oneform.si/help/reports/) 3. Schedule a report and send reminders [View as Markdown](https://oneform.si/help/reports/schedule-a-report-and-reminders.md) # Schedule a report and send reminders Pick when an approved report goes out, cancel a scheduled send, and remind clients who haven't opened their report. [Basic plan and up](https://oneform.si/pricing/ "See what each plan includes")Reviewers and upUpdated October 22, 2026 · 2 min read [Open Review ↗](https://app.oneform.si/reviews?help=schedule-a-report-and-reminders)[Open Emails ↗](https://app.oneform.si/settings/emails?help=schedule-a-report-and-reminders) You can have a report go out at a time that suits the client, like first thing on Monday, instead of right away. And if a client hasn't opened their report after a few days, OneForm can send them a gentle reminder. ## Schedule a report 1. Open the draft from **Review**. 2. Click the clock button next to **Send** in the top bar. 3. Pick **In 1 hour**, **Tomorrow, 9:00 AM** or **Monday, 9:00 AM**, or choose a date and time. Times are in your own time zone. 4. Click **Approve & schedule**. If the report was already approved, the button says **Schedule**. ![The dialog for scheduling a report](https://app.oneform.si/media/b8d67ca8-acb6-541c-ae42-dee6d9e02f40) The report moves to the **Scheduled** tab in **Review**, and its page says when it will be sent and to whom. ## Change or cancel a scheduled send A scheduled report can't be edited. To change it or its time: 1. Open the report from the **Scheduled** tab. 2. Click **Cancel schedule**. The report goes back to **Approved**. 3. Make your changes, then send or schedule it again. ## Remind clients who haven't opened their report The **Report not opened** email reminds a client a few days after their report was sent, if they still haven't opened it. It attaches the PDF again. It's off until you turn it on. 1. Go to **Firm → Settings** and click **Emails** under **Email sending**. 2. Under **To your clients**, turn on **Report not opened**. 3. Under **Who gets team emails**, set **Reminder after** to the number of days to wait. 4. Click **Save**. Each report gets one reminder at most. No reminder goes out if the client opened the report, or a copy you resent. ## Good to know - **Scheduling approves the report.** If it wasn't approved yet, the dialog warns you first. - **If a scheduled send fails**, your alert list gets a **Report not sent** email, and the report shows **Send failed** in **Review**. - **Scheduling a paid report that hasn't been paid for gives it away free**, as sending it now would. To charge for it, click **Approve** instead: an approved report goes out on its own once the payment arrives. - **Clients can unsubscribe from reminders.** The reminder has an **Unsubscribe** link. Reports you send still reach them. See [Unsubscribes and bounced emails](https://oneform.si/help/emails-and-notifications/unsubscribes-and-bounced-emails/). ## Why is the Schedule button locked? Scheduled sends and reminders depend on your plan. The dialog shows what's needed to unlock them. See [Plans explained](https://oneform.si/help/billing/plans-explained/). ## Why didn't a client get a reminder? - **Reminders are off.** Check **Report not opened** is on in **Emails**. - **They opened it.** Reminders only go to clients who haven't opened the report email. - **Open tracking isn't available.** Reminders depend on knowing whether the email was opened. The **Reminder after**setting says "needs email tracking" when it isn't. - **They unsubscribed from reminders**, or their address bounced. Check **Blocked addresses** at the bottom of **Emails**. Was this article helpful? [← PreviousSend reports automatically](https://oneform.si/help/reports/send-reports-automatically/)[Next →What your client receives](https://oneform.si/help/reports/what-your-client-receives/) ## Related articles [Approve and send a reportApprove a draft, email it to the client with the PDF attached, see whether it arrived, and resend it to the same or a new address.](https://oneform.si/help/reports/approve-and-send-a-report/)[Emails and notificationsEmails OneForm sends for youEvery email OneForm sends to your clients and your team, when each goes out, and how to turn them on or off.](https://oneform.si/help/emails-and-notifications/emails-oneform-sends-for-you/)[What your client receivesThe emails a client gets after filling in a form, what the report email and PDF contain, and where paid reports can be read online.](https://oneform.si/help/reports/what-your-client-receives/)[Emails and notificationsUnsubscribes and bounced emailsHow clients stop reminder emails, what happens when an email bounces or is marked as spam, and how to see and clear blocked addresses.](https://oneform.si/help/emails-and-notifications/unsubscribes-and-bounced-emails/) Still stuck? 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