Save questions and configure supported automation

Save a question now

Use this when you want to keep the current BI question for later without adding a schedule.

1. Enter or review the BI question you want to save.
2. Select the ledger or company this question should use, if more than one is available.
3. Click Save.Save
4. In the Save question dialog, review the Question field.Question
5. Enter a Name, or leave it blank to use the question text as the saved name.Name
6. Leave Schedule blank if you do not want it to run automatically.
7. Leave Alert when blank if you do not want an alert rule.
8. Click Save in the dialog.Save

Expected result: the dialog closes and the saved question appears in your Saved questions list.

Save with a schedule

A schedule lets the saved question run later on a UTC cron schedule. The schedule is not a promise that the result or notification has already been delivered.

1. Open the Save question dialog for the current question.
2. Enter a Name if desired.Name
3. In Schedule, enter a five-field UTC cron expression.
4. Make sure scheduling is allowed for your current role.
5. Click Save.Save

Expected result: the saved question is stored with a schedule, and it can run later according to the configured UTC cron.

Add an alert rule to a scheduled question

Use an alert rule when you want a scheduled question to send a notification if a numeric threshold is met.

1. Open the Save question dialog.
2. Enter a UTC schedule first.
3. In Alert when, enter a threshold in the form value <op> <number>.
4. Choose the alert metric and unit from the available list.
5. Click Save.Save

• Use one of the supported operators shown in the field guidance: <, <=, >, >=, or ==.
• Use a decimal threshold when needed.
• If no metric and unit choices appear, run a current single-group report first.

Expected result: the saved question includes an alert rule tied to the selected metric and unit.

Review saved questions

Use the Saved questions list to review what is already stored in your current workspace.

1. Click Saved questions.Saved questions
2. Review the question name, saved question text, company status, and schedule status.
3. Use Load question when the saved question is current for the selected company.Load question
4. Use Load for review when the saved question belongs to a different company or needs review before asking again.Load for review

Expected result: the saved question is loaded back into the editor context, or you are prompted to review the selected company first.

Pause or delete a saved question

You can stop a schedule or remove the saved question from the list if you have permission to manage it.

1. Open Saved questions.Saved questions
2. Find the saved question you want to change.
3. Click Pause schedule to stop an active schedule, if that button is shown.Pause schedule
4. Click Delete question to remove the saved question, if that button is shown.Delete question

Expected result: the list refreshes and shows the saved question paused or removed after the change is confirmed.

What to expect from a scheduled run

A configured schedule means Finanly will attempt to run the saved question later. It does not mean the result has already been reviewed, delivered, or emailed.

• A queued or running scheduled question is not a confirmed delivered result.
• A completed scheduled run can still have no alert fired.
• A saved question can show a last run state such as completed, not completed, or cancelled depending on the outcome.
• If the source ledger changes, the saved question may need review and resave before it can be scheduled again.

Common problems and recovery