Reports

Why use this

You set up scheduled report deliveries so the numbers email themselves on cadence.

Benefits:

• Six built-in report templates
• Cron-driven delivery via Resend
• Replaces manual exports each week

What this is

Reports is the home for built-in and scheduled report deliveries. The deeper report builders live one level down.

Who can access it

Owner, admin, member, viewer, agency, founder.

What it does

• Lists every recurring report you have scheduled.
• Surfaces the most recent run for each.
• Lets you schedule new reports from 6 built-in templates: attribution, revenue, leads, calls, appointments, local audit.
• Delivers via Resend on an hourly cron.

How to use it

1. Open /reports.
2. Pick a report template.
3. Set recipients, cadence, window.
4. Save.

Rules and limits

• Cron runs hourly. Sub-hour cadences are not supported.