Tableau Report Scheduler

Tableau Report Scheduler for Your Business Calendar

Run your Tableau reports on the days your business needs them. ATRS Tableau report scheduler software combines recurring frequencies, selected reporting dates and calendar exceptions, with the reporting period configured separately.

Run individual reports on standard frequencies or selected reporting dates.

Use business-day rules and custom calendars for the required cadence.

Add holidays, exceptions and blackout dates to control when reports run.

Select the reporting period separately from the scheduled run time.

The Reporting Challenge

Keep Reports in Step with Your Reporting Calendar

A weekly update and a month-end close rarely follow the same calendar. Your schedule needs to reflect working days, special reporting dates and closures without changing the period the report covers.

Follow the Right Cadence

Use a regular frequency for the morning update and selected calendar dates for an irregular finance close.

Allow for Closures

Remove a company closure from the selected dates, or apply the relevant holiday and blackout settings.

Select the Right Data Period

A report produced on the first working day may need the previous month’s figures. Configure those report values separately from its run date.

Choosing the Right Approach

Does Native Tableau Scheduling Fit Your Calendar?

Native Tableau subscriptions can send PNG/PDF emails on selected schedules or after a supported refresh. ATRS Tableau report scheduler adds business-calendar controls when those dates need more deliberate maintenance.

Native Tableau subscriptions

Use Native Subscriptions for a Regular Cadence

The available weekday and hourly settings fit your reporting timetable.

A selected schedule or supported after-refresh subscription provides the required starting point.

PNG or PDF email is the required result.

Recipients have Tableau’s View and Download Image/PDF permissions.

You can maintain the subscription’s time zone and schedule in Tableau.

Tableau Server administrators maintain the subscription schedules available to users.

ATRS

Use ATRS for Calendar Rules and Exceptions

Choose hourly, daily, weekly or monthly frequencies.

Apply business-day scheduling to the required working days.

Select individual reporting dates in a custom calendar.

Add country holidays, company exceptions and blackout periods.

Apply calendar edits to linked jobs using Update Schedules.

Keep report-period values independent of the run date.

A refresh condition answers when data is ready; a calendar answers which dates a job should run. Use the relevant starting condition for your report. ATRS custom calendar guide · Tableau subscription scheduling.

Schedule Tableau Reports Your Way

Set a reporting cadence that matches how your business works.

Recurring Schedules

Run reports hourly, daily, weekly or monthly without rebuilding the schedule each time.

Business-Day Scheduling

Run reports on the working days defined by your business calendar.

Custom Calendars

Select reporting dates that follow your 4-4-5 finance calendar or another custom pattern. Use standard frequency settings for alternate-day delivery or the third Monday of each month.

Exceptions & Blackout Dates

Select country holidays and add your own exceptions or blackout dates, so reports follow the days your business works.

A Calendar Example with a Company Closure

Illustrative requirement: run a September close report at 08:00 on 12, 13 and 14 October 2026. The company is closed on 13 October, so that date should not produce a run.

Select the Run Dates

Create the custom calendar and select 12 and 14 October. Leave 13 October unselected, then apply that calendar to the schedule.

Keep the Data Period Explicit

For both runs, set the report’s date filters or parameters to cover 1–30 September 2026. The selected October run dates determine when the close report is produced, not which month it contains.

Apply Later Calendar Changes

When you edit the calendar, use Update Schedules so its linked jobs receive the new dates. After the 12 October run, the next selected date in this example is 14 October.

This example skips the closure; it does not move a skipped job automatically. See calendar configuration.

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Calendar-based scheduling and supported operational events start a configured Tableau report workflow in ATRS.

Keep the Calendar Ready for Its Next Run

ATRS runs on a supported Windows host connected to Tableau Server or Tableau Cloud. Configure the Windows Service when reports must run while no user is logged in.

Review the Next Intended Run

After changing a frequency or calendar, confirm that the next scheduled date and time match the reporting requirement.

Extend Calendars Before They End

Schedules using a custom calendar are disabled when it ends. Add further dates and use the available option to re-enable the affected schedules.

For other parts of the reporting job, explore report email design, destinations and recovery or customer and location distribution. Setup: installation prerequisites.

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Technical Support

Get help with ATRS setup and configuration

Current Capabilities

Follow ATRS release announcements and product guides

Enhancements

Discuss your reporting requirements with the ATRS team

Use hourly, daily, weekly or monthly frequencies, business-day rules and custom calendars. Add country holidays, company exceptions and blackout dates as required.

Use one when the required reporting dates do not follow a standard frequency. Select the individual dates, save the calendar and apply it to the schedule.

Use Update Schedules after editing a custom calendar. Without it, schedules using that calendar retain the old calendar information.

Schedules using the calendar are disabled when its dates end. When you add further dates, ATRS offers an option to re-enable the affected schedules.

No. Configure the report’s date filters or parameters separately. A job running in October can be configured to report September’s figures.

Yes. Configure the ATRS Windows Service on a supported, running Windows host, with the source and destination access the job needs.

Yes. ATRS supports event-based conditions and an extract-refresh task before export. These require their own completion and failure settings; they are separate from a reporting calendar.

Use them when the available timing options and PNG/PDF emails to permitted Tableau users meet the need. Consider ATRS when your job needs selected dates, business-calendar maintenance, holidays or blackout controls.