Scheduled Reports

Scheduled Reports automate the generation and delivery of analytics reports on a recurring basis. Instead of manually checking the dashboard, configure a report once and have it delivered to your inbox (or your team's inbox) on the schedule you choose.

Creating a Report

Navigate to Tracking → Scheduled Reports and click Create Report.

Report Configuration

1. Name — Give your report a descriptive name (e.g., "Weekly Production Summary", "Monthly Channel Performance")

2. Metrics — Select which metrics to include in the report:

   • Video performance metrics (views, watch time, engagement)
   • Production metrics (cards completed, pipeline status, overdue items)
   • KPI progress summaries
   • Member activity summaries

3. Schedule — Choose how often the report is generated:

   • Daily — Delivered every morning with the previous day's data
   • Weekly — Delivered on your chosen day with the past week's data
   • Monthly — Delivered on the 1st of each month with the previous month's data

4. Recipients — Select which team members receive the report. Recipients must be workspace members.

5. Format — Reports are delivered as formatted summaries with key metrics, charts, and highlights.

Report Contents

Each generated report includes:

• Summary section — High-level overview of the reporting period with key numbers
• Metric breakdowns — Detailed data for each selected metric category
• Comparisons — How the current period compares to the previous period (e.g., "Views up 12% vs last week")
• Highlights — Notable events (top-performing video, most productive team member, overdue items)
• KPI Status — Progress update for active KPIs relevant to the reporting period

Managing Reports

• Edit — Update any report's configuration (metrics, schedule, recipients)
• Pause — Temporarily stop a report from generating without deleting it
• Resume — Restart a paused report
• Delete — Permanently remove a report
• Send Now — Trigger an immediate generation and delivery of any report, outside its regular schedule

Use Cases

For Channel Owners

A monthly report summarizing overall channel performance, content output, and team productivity. Review it at the start of each month to assess how the previous month went and adjust strategy.

For Team Leads

A weekly report showing production pipeline status, overdue cards, and team member activity. Use it in weekly standups to identify bottlenecks and redistribute work.

For Individual Contributors

A daily or weekly report showing your personal metrics — cards completed, content uploaded, and upcoming due dates. Helps you stay on track without needing to check the dashboard constantly.