Report Scheduling

Set up automated report delivery so your clients receive branded health reports on a regular cadence — without any manual work.

Creating a Schedule

Go to Dashboard > Schedules > New Schedule. Select a site (or all sites), choose frequency (weekly or monthly), pick the day, add recipient email and name.

Frequency Options

• Weekly: Choose day of week (Monday–Sunday). Report covers the previous 7 days.
• Monthly: Choose day of month (1–28). Report covers the previous calendar month.

What Gets Sent

Auto-generated PDF report with the latest site data, attached or linked in a branded email. Uses your white-label branding if configured.

Managing Schedules

Pause or resume any schedule without deleting it. Edit recipient, frequency, or day at any time. Delete schedules you no longer need.

Recommended Cadence

Monthly for most clients — aligns with billing cycles and care plan renewals. Weekly for high-value clients or sites with frequent changes.