Scheduled reports

A scheduled report puts your numbers in your team's inbox without anyone opening KretaOS. You choose a saved report or a dashboard, who gets it, and how often.

Set up a schedule

You can schedule a report or dashboard you saved yourself.

1. Open the saved report or dashboard from Analytics.
2. Find Email this report (or Email this dashboard) and click Set up.
3. Under How often, choose weekly or monthly.
4. Under Recipients, tick the teammates who should get it. You are ticked to start with. Up to 25 people.
5. Click Start sending.

KretaOS confirms with Scheduled.

When the mail arrives

• Weekly mails go out on Monday and cover the week that just ended, Monday to Sunday.
• Monthly mails go out on the 1st and cover the month that just ended.

A mail always covers a finished week or month, never a half-finished one. If a day is missed, KretaOS catches up within the next couple of days, and still sends the period that ended.

What each person receives

Every recipient gets the same report, answered for them:

• A member sees their own book.
• A manager sees their team.
• An admin sees everyone.

Each figure shows its change against the previous period, and the footer names the person who set up the schedule.

Change or stop a schedule

Open the report or dashboard again:

• Change the cadence or the recipients and click Save changes.
• Click Stop, then confirm Stop these mails? KretaOS replies "Stopped. Nobody will get this mail again."

Good to know

• Only live teammates can be recipients. Someone who leaves the team stops receiving the mail.
• Scheduled mails are separate from the automatic monthly report. See The monthly report mail.