Running and scheduling reports

Open /reports to choose a code-defined report for pipeline, revenue, budgets, payments, vendors, tasks, workload, or event performance. Every report runs against current agency data. Open a report to review its table and chart, then use Export CSV when you need a spreadsheet-safe snapshot.

The Scheduled emails panel can send the same report daily, weekly, or monthly. Choose active agency members as recipients; monthly schedules support days 1–28 so the cadence exists in every month. Pause, resume, or delete a schedule from the same panel.

Delivery history distinguishes sent, skipped, and failed recipients. A skipped or failed email is not counted as delivered and can be retried by later bounded daily work.

Access and roles

Agency members can read reports permitted by their underlying data access. CSV export and creating, pausing, resuming, or deleting schedules requires reports.manage, included in Owner, Admin, and Planner. Recipients must be active members of the same agency.