Guides/Reports/Scheduled reports and analyses

Scheduled reports and analyses

Scheduled is the one place that shows everything running on a timer — reports that run on a rhythm (every morning, every Monday, month-end) and recurring analyses such as a monthly cash-runway study. For each one you see how often it runs, when it last ran, whether that run worked, and when it is due next.

  • Each run uses the report exactly as published at that moment — a report you've since improved runs in its improved form.
  • Runs that fail (for example, source data hadn't arrived yet) are marked Failed rather than delivering a blank — you'll never mistake a failed run for a quiet day.
  • Times and due dates are South African time.

Setting something up

Schedules are created where the work is: ask the AI analyst to run a report on a schedule, or set a recurring analysis going from the study itself. Once it exists, it appears here.

Changing what runs

Administrators can change any of the company's schedules from this screen — not only the ones they set up themselves, so a schedule doesn't become unmanageable when the person who created it moves on. Everyone else can see the list.

  • How often — switch between every day, every week, every month, or month end.
  • Pause — stops the clock and keeps everything, including past results. Resume any time. A paused item stays on the list; it doesn't disappear.
  • Run now — runs it once, immediately. This does not use up the scheduled run: a monthly pack run by hand on the 3rd still runs automatically on its normal date.
  • Remove (reports) — stops the report running, permanently, and its saved run history goes with it. If you only want it to stop for now, pause it instead.
  • Stop (analyses) — takes the study off its timer and leaves the study itself intact, with its frozen base, confirmed assumptions and past results.

Running a recurring analysis by hand still goes through the usual assumption confirmation — if assumptions are waiting for you, it says so instead of computing on unconfirmed inputs.