Choose the audience
Decide who needs the report and what level of detail is useful for that role.
Help Center Guide
Schedule recurring reports
Deliver trusted summaries to leaders and teams without rebuilding the same report every week.
Step-by-step guide
Schedule recurring reports
Deliver trusted summaries to leaders and teams without rebuilding the same report every week.
Set a reporting cadence
Schedule daily, weekly or monthly delivery based on how quickly the underlying work changes.
Keep context attached
Include notes, owners and links back to the live workspace so recipients can act on the report.
Review the schedule
Remove outdated reports and update recipients as responsibilities change.
Schedule recurring reports
Use this practical checklist to configure the workflow cleanly and avoid common setup issues.
- 01
Choose the audience
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.
- 02
Set a reporting cadence
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.
- 03
Keep context attached
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.
- 04
Review the schedule
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.
- 05
Publish and review with stakeholders
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.
Recommended next step
Turn guidance into a working system
Apply the guide in a controlled workspace, test it with real users and connect the result to live reporting.
Configure
Set the structure, ownership and permission rules that support the workflow.
Validate
Test the complete experience with sample data before rolling it out broadly.
Improve
Use activity and reporting data to refine the process after launch.