Schedule client reports
One schedule per client workspace: recipients, cadence, report type, subject, your own commentary, and a shareable link.
Each client workspace has one report schedule. Set it once per client and the report goes out without anybody remembering to send it.
What you'll learn
- What you can configure on a schedule
- What the commentary field is for, and why it matters more than the charts
- How the share link works
What a schedule holds
| Setting | Options and notes |
|---|---|
| Recipients | One or more email addresses |
| Frequency | Weekly, monthly, quarterly, or on demand |
| Report type | Weekly update, monthly executive, or portfolio |
| Subject | Overrides the default subject line |
| Custom message | The covering note in the email |
| Commentary | Markdown, rendered at the top of the PDF and the share page |
| Enabled | Pause without losing the configuration |
Set one up
- Switch into the client workspace.
- Open Reports and configure the schedule.
- Add recipients. Start with yourself only.
- Pick the frequency and the report type. Monthly executive for a leadership audience, weekly update for a working team.
- Write the commentary.
- Send yourself the first one and read it as the client.
Only then add the client's addresses.
The commentary is the report
This is the field that decides whether your reporting is valued. The charts are the same every month. The commentary is where you say what happened and what you did about it, and it renders at the top of both the PDF and the share page, so it is the first thing read.
Three sentences, every time:
- What moved. Share of voice first, and whether it moved because you changed or because the space did.
- What you shipped. Straight from the Changes ledger, with tiers. "Two changes confirmed moved, one live and too early to score."
- What is next. The top item from This week, and say that the ordering is the reliable part.
Put one verbatim sentence from Proof in the commentary, with its date and surface. It is the single most effective line in any client report, because it is not a number you are asking them to trust.
The share link
A schedule can produce a shareable report page as well as a PDF. It carries your branding, and it is the right thing to send a client contact who will not log in. Treat the link as semi-public: anyone with it can open it.
Pausing and editing
Disable the schedule rather than deleting it when a client pauses. The configuration, the run history and the send count stay, which matters when the client comes back and asks what they were getting.
Editing a live schedule takes effect on the next run, not retroactively.
Try this in Outercite
Set one client's schedule with yourself as the only recipient and a three-sentence commentary. Send it. If you would not forward that email to the client yourself, the commentary needs work, not the report.
Related
Send the weekly client update
The cadence that keeps a retainer visible.
White-label reports
Branding the output.
Monthly client review template
The meeting the monthly report should serve.
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