Scheduled client reports

Pick a day, an hour, and who should get it. FlowProofs sends the report itself, every week or every month, with no one having to remember.

How this differs from a report's own cadence

A report already has a simple cadence and a single recipient email, covered on the main reports page. Scheduled auto-send sits alongside that as a more precise option: a fixed day of the week or day of the month, a fixed send hour, and any number of recipients, useful once a client expects their report on a specific morning rather than just "sometime this week."

Setting it up

• Open a report and turn on "Send this to your client automatically."
• Choose weekly (with a day of the week) or monthly (with a day of the month).
• Pick a send hour. It's stored and computed in UTC, shown to you in your own local time.
• Add one or more recipient emails.

The report itself, and the send, use the exact same generation and white-labeling as the rest of reports. The panel always shows the next scheduled send, and the last time it actually went out.