Automated Reports

Set up automated report delivery so stakeholders receive performance updates without manual effort.

Opening Automations

From the Report Builder, click the Automations button in the top toolbar. This opens the Report Automations panel.

Creating an Automation

• 1Select a Report Template — Choose from the 6 built-in templates or any custom template you've saved
• 2Set the Frequency — Daily, Weekly, or Monthly
• 3Choose the Delivery Method:
• Email — Enter the recipient email address
• Slack — Provide a Slack Incoming Webhook URL (see the Slack Integration article)
• 6Click Create Automation

The automation is saved and will run on the calculated schedule:

• Daily — Runs every 24 hours
• Weekly — Runs every 7 days
• Monthly — Runs on the same date next month

Managing Automations

Your existing automations appear in the left sidebar of the Automations panel. Each entry shows:

• Template name
• Status badge (Active in green or Paused in yellow)
• Frequency (Daily / Weekly / Monthly)
• Delivery method (Email or Slack)
• Next scheduled run date

Available Actions

• Edit — Change template, frequency, delivery method, or recipient
• Toggle — Enable or disable the automation without deleting it
• Delete — Permanently remove the automation

What Gets Sent

Each automated delivery includes a summary of the report's KPIs with the template name, your network name, and a link to view the full interactive report online.