Scheduled Reports¶
Automate recurring reports so stakeholders stay informed without manual effort.
Creating a Scheduled Report¶
- Ask a question in Chat that produces the report you want
- Use the task scheduling tool to set it as recurring
- Choose your schedule (daily, weekly, monthly)
How Reports Work¶
Scheduled reports re-run your query each time, so you always get fresh data. Results are delivered automatically.
Managing Reports¶
View, edit, or delete scheduled reports through the Chat interface or API.