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Reports and analytics

The monthly mail

On the 1st, KretaOS mails last month's numbers — who gets what depends on your plan and role, and anyone can mute it.

Lesson 4 of 4 4 minUpdated 8 Oct 2026

You don't have to build or schedule anything to get a monthly read on the business. KretaOS sends one by itself at the start of every month. It covers the month that just ended and uses the same counts as the Analytics page. A number in the mail will always match the number on screen.

Who gets it

That depends on your plan:

  • Starter: the workspace's admins get the team's monthly mail. Other teammates don't get one.
  • Pro and Business: everyone gets their own mail. Admins also get a PDF of the full report.

The mail goes out on the 1st in the morning. If that send fails, it is tried again over the next two days. A month with no activity sends nothing.

What's in it

An admin's mail covers the whole team. Managers get the same layout for the people who report to them. It opens with a headline and six key numbers, each with a short six-month trend. Then come:

  • People: each person's main numbers side by side, and a "Worth a word" note where something stands out.
  • Clients: the biggest moves, who has gone quiet, and who is waiting on a reply — with the owner named.
  • What went well, and up to four Worth doing next month items. Each one links straight to the client or list it's about.
  • A few charts.

A personal mail shows your own numbers, each one next to the team median. It never names another teammate, so you can see how you're doing without reading anyone else's book.

The PDF

On Pro and Business, admins can download last month's full report at any time. Open Analytics and press Last month's report (PDF) next to the period chips. It has the same numbers, with longer trends, a page per section and each person's own chart. It is easy to print or share at a review meeting.

Turn it off

Go to Settings, then Intelligent alerts. Under Your alerts, switch off Monthly report to stop your own copy. An admin can also turn it off for the whole workspace under Workspace policy · applies to everyone.

Try it

  1. Open Settings and find Intelligent alerts.
  2. Check that Monthly report is on under Your alerts.
  3. If you are an admin on Pro or Business, open Analytics and press Last month's report (PDF).
  4. On the 1st, open the mail and follow one Worth doing next month link.
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