Scheduling Reports: Automate Insights to Your Inbox

1. Navigate to the Reports tab
2. Click Schedule Reports in the left-hand menu
3. Click Add Scheduled Report

📸 (Screenshot: schedule reports modal open)

From there, configure the following:

Name Your Report

Give your report a clear name (e.g., “Heart HRA Monthly Performance”)

Select HRA Scope

Choose whether to run reports across:

• All HRAs
• A specific HRA (e.g., Heart, Diabetes, Lung Cancer)

Choose Report Content

Pick the type of report you’d like to receive:

• Performance
• Performance Comparison
• Traffic Source
• Demographics

💡Hover over the tooltip in the Console to read short summaries of each report type.

Set Your Frequency

Choose when and how often to send:

• Daily, Weekly, Monthly, or Quarterly
• Pick the day and time (e.g., 1st of the month at 7:00 a.m.) 

You’ll get a secure email containing:

• A downloadable PDF version of the report
• A summary of the report title, date range, and data source
• Delivery will continue automatically unless canceled 

• Schedule reports by audience (e.g., service-line-specific for clinical leads, full program for marketing)
• Use monthly or quarterly cadences for executive or board-level rollups
• Name reports consistently to keep your dashboard organized