Capabilities
What it does
Flexible scheduling
Set any report to run daily, weekly, or monthly, matching the cadence each stakeholder actually needs.
3 cadencesdaily, weekly, monthlyAutomatic generation
Reports build themselves on schedule against live data, with no one needing to remember to run them.
0manual runs requiredDirect inbox delivery
Reports land straight in a stakeholder's inbox on schedule, with no dashboard login required to see them.
0logins required to receive a reportRecipient management
Route different reports to different stakeholder lists, so each person gets exactly what's relevant to them.
Unlimitedrecipient lists per report
How it works
From connected to automated
- 1
Pick a report to schedule
Choose from any operational or BI report.
- 2
Set the cadence and recipients
Define daily, weekly, or monthly delivery and who receives it.
- 3
The report generates automatically
Live data populates the report on schedule.
- 4
It's delivered every time
Recipients get it in their inbox without asking.
“We replaced five tools with one platform and cut our lead response time from two days to under two hours.”
VP Revenue Operations
Illustrative example — real customer stories launch with the Customer Stories page
62%
faster lead response time