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GuidesScheduled Reports

Scheduled Reports

Receive automatic status summaries via email. Available from the Pro plan onwards.

Setup

  1. Go to Settings → Notifications → Scheduled Reports
  2. Enable the report
  3. Choose the schedule:
    • Weekly – Every Monday at 08:00 AM
    • Monthly – On the 1st of the month at 08:00 AM
  4. Enter the recipient email address

All times are based on the workspace timezone.

Report content

  • Total number of items and breakdown by status
  • Items expiring in the next 7 and 30 days
  • Items that have expired since the last report
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