Set up planned report
What this is about
You set up a report that is automatically generated and sent to specified recipients—daily, weekly, or monthly. This replaces the manual effort of regularly reviewing updates and generating reports.
How to do it
-
Open Scheduled Reports
Click Scheduled Reports in the navigation. You’ll see a list of existing automated reports or a blank page the first time.
-
Add a new report
Click Add Scheduled Report. A four-step wizard will open.
-
Step 1: Set Type and Name
Select the report type:
- Summary — Overview of the most important topics
- Analysis — Structured assessment with recommendations
- List — Curated selection of updates
- LinkedIn Posts — Ready-to-use posts for social media
- Conversation Starters — Updates for strategic engagement
Also, assign an internal name that will appear in the dashboard and in the email subject line.
-
Step 2: Configure Filters
Determine which updates will form the basis of the report:
- Filter by source
- Filter by channel type
- Filter by tags (AND / OR)
- Set time frame (last day / last week / last month)
-
Step 3: Set schedule
- Frequency: Daily, weekly, or monthly
- Time: When the report should be generated (in the Workspace time zone)
- Day of the week or day of the month: For weekly or monthly schedules
-
Step 4: Configure delivery
- Email addresses: Who should receive the report? Multiple addresses are possible.
- Buffer forwarding: If LinkedIn posts are selected and Buffer is set up, posts can be scheduled directly.
- Public Feed: Optional — enables a public HTML feed and RSS feed for this report.
-
Save
Click Save. The report is now active and will run on the next due date.
Result
The new scheduled report appears in the list with the status Active and the next execution date. You can edit, pause, or delete it at any time.