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Analytics & reports

The monthly report mail

Early each month KretaOS emails a summary of the month that ended, with a PDF for admins on Pro and Business.

Updated 8 Oct 2026

At the start of every month, KretaOS sends a short email about the month that just ended. It is the same numbers as the Analytics page, written up so you can read it in two minutes.

Who gets it

PlanMailPDF
StarterAdmins get the team's mail—
Pro and BusinessEveryone gets their own mailAdmins get the team PDF

The mail arrives in the first days of the month. A month with no activity sends nothing.

What is in the mail

  • What went well, then up to four linked things worth doing next month — for example, a quiet client named with its owner.
  • Six headline numbers, with a six-month strip under touches and won revenue.
  • How the month ended against its targets, if your team sets them. See Targets.
  • Charts, but never an empty one. A quiet stretch is said in a sentence.

Admins read the whole team: a People table with each person's change against the month before and a "Worth a word" line, and a Clients section with the biggest moves, clients quiet for 30 days or more, and clients waiting on a reply.

Managers read their own team.

Members read their own book. Each number sits beside the team's median, and a member's mail never names a teammate.

The PDF

On Pro and Business, admins also get a PDF of the team report: a cover, the six headline numbers with twelve-month strips, a People page, a Clients page, revenue, activity, relationship health, promises and overdue tasks, and an appendix explaining how each number is calculated.

Admins can download the same PDF any time from Analytics with Last month's report (PDF).

Turn it off

Go to Settings › Intelligent alerts and switch off Monthly report under your alerts. That stops your mail only.

Related

  • Scheduled reports — Email a saved report or dashboard to teammates every Monday or on the 1st — each person gets the numbers they may see.
  • Targets — Set a monthly or quarterly target for the team or one person, and watch actual against target, with a pace marker, on Analytics.
  • How the numbers are counted — The rules behind every figure on Analytics, in reports and in the monthly mail — so the same question always gets the same answer.
  • 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.
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