Scheduled Reports
Automate report generation and delivery
Automated Report Delivery
Set up automated report schedules to ensure clients and team members receive reports on time, every time. Configure frequency, recipients, and delivery methods for each schedule.
Schedule Frequencies
Daily
Every business day
Best for operational reports, trade confirmations, and internal monitoring dashboards.
Weekly
Select day of week
Ideal for performance summaries, team updates, and activity reports.
Monthly
Select day of month
Perfect for client statements, billing reports, and monthly performance reviews.
Quarterly
End of quarter
Standard for quarterly reviews, comprehensive performance packages, and compliance reports.
Delivery Options
Email Delivery
Send reports directly to client or advisor email addresses. Customize the email subject line and message body. PDFs are attached automatically.
Document Vault
Automatically save reports to the client's document vault in their portal. Organize by year and document type for easy access.
Portal Notification
Send a notification to clients that a new report is available in their portal. Clients receive an email with a secure link to view.
Schedule Configuration
For Each Schedule, Configure:
- Report template to use
- Frequency and timing
- Client/household selection
- Delivery method(s)
- Recipients
- Date range for data
Set It and Forget It
Once configured, scheduled reports run automatically. Monitor delivery status and run history from your Reports dashboard.