Schedules

Firms that ship the same report to the same client on a standing cycle pin the shape as a template or saved preset, then schedule the run on a monthly, weekly, or quarterly cadence. The actual cron-style dispatcher lives in a follow-up task — for now you can create, list, toggle, and delete schedules end-to-end through the UI.

New schedule

Pick a client, a template or preset to anchor the report shape, and a recipient email. Pick a cadence — monthly fires on the 1st, weekly every 7 days, quarterly every three months, all in UTC. Toggle the switch on the row below to pause it anytime.

Schedules

Automate recurring report delivery to your clients — monthly, weekly, or quarterly.

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