Agency workflows
Scheduling automated reports
1 min readUpdated May 22, 2026
Set and forget β automated PDF delivery
Scheduled reports auto-generate a fresh audit + PDF and email it to your client on the cadence you pick.
Cadences
- Weekly β every Monday at the local hour you set
- Biweekly β every other Monday
- Monthly β 1st of each month
- Quarterly β 1st of Jan / Apr / Jul / Oct
- Custom cron (Enterprise only) β any valid 5-field expression
Configuration
From /dashboard/workspaces/<id>/scheduled-reports/new:
- Pick the site to audit
- Pick the template (default = workspace template) β see Custom report templates
- Set cadence + send hour local
- Add up to 10 recipients (
To,CC,BCCsupported) - Pick format:
pdf,pdf_csv,pdf_xlsx,pdf_csv_xlsx - Customise subject + body templates with
{{client_name}} {{url}} {{score}} {{audit_date}}tokens - Optional Slack webhook for "report sent" notification
"Send Now"
Off-cycle button on any schedule β useful for one-off client check-ins.
Run history
/dashboard/workspaces/<id>/scheduled-reports/<id>/runs shows every send with status (sent/failed/bounced), provider ID, recipient count, error message if any.
Tier gating
| Plan | Cadences allowed |
|---|---|
| Free | None |
| Pro | Weekly only |
| Agency | Weekly Β· Biweekly Β· Monthly Β· Quarterly |
| Enterprise | All + custom cron |
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