Set Up a Scheduled Report

Tip

Directly in the app: picasi.app/reports/schedule

What This Is About

You set up a report that is automatically generated and sent to specified recipients—daily, weekly, or monthly. This eliminates the manual effort of regularly reviewing updates and running reports.

Here’s how to do it

1. Open Scheduled Reports

   Click Scheduled Reports in the navigation bar. You’ll see a list of existing automated reports or a blank page the first time you visit.

2. Add a New Report

   Click Add Scheduled Report. A four-step wizard will open.

3. Step 1: Set the 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-post content 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.

   Note

   Reports are only available weekly or monthly, not daily—they require a sufficiently large volume of updates as a basis.

4. Step 2: Configure Filters

   Determine which updates will form the basis of the report:

   • Filter by source
   • Limit to your own sources or exclude your own sources (Only own sources / Exclude own sources)
   • Filter by channel type
   • Filter by tags (AND / OR)
   • Set time frame (last day / last week / last month)

5. Step 3: Set Schedule

   • Frequency: Daily, weekly, or monthly
   • Time: When the report should run (in the Workspace time zone)
   • Day of the week or day of the month: For weekly or monthly schedules

6. Step 4: Configure delivery

   • Email addresses: Who should receive the report? Multiple addresses are allowed.
   • Social scheduling: For LinkedIn-post reports, pick the provider (Buffer or Planable) that should receive the generated posts. All connected providers are listed — pick one per report. You can optionally target a non-default profile on that provider (e.g. a second LinkedIn page).
   • Public Feed: Optional — enables a public HTML feed and RSS feed for this report.

7. Save

   Click Save. The report is now active and will run on the next scheduled 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.

Related Topics

Enable Public Feed How RSS and HTML feeds work for scheduled reports.