Scheduled Reports
5
Active schedules1
Paused1
Failed last run412
Reports sent this month7 of 7
| Report name | Type | Frequency | Recipients | Format | Last sent | Next run | Owner | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Weekly Pipeline Review | Deals | WeeklyEvery Monday, 08:00 | Sales Leadership +4 | 25 Aug 2026, 08:00 | 01 Sep 2026, 08:00 | Tomas Lindqvist | Active | ||
| Monthly Revenue Summary | Invoices | Monthly1st of the month, 06:00 | Finance +2 | Excel | 01 Aug 2026, 06:00 | 01 Sep 2026, 06:00 | Ellis Vandermeer | Active | |
| Daily Lead Intake | Leads | DailyEvery day, 07:30 | SDR Team +8 | CSV | 25 Aug 2026, 07:30 | 26 Aug 2026, 07:30 | Adrian Herrera | Active | |
| Quarterly Forecast Pack | Forecast | QuarterlyFirst day of the quarter, 09:00 | Board +6 | 01 Jul 2026, 09:00 | 01 Oct 2026, 09:00 | Tomas Lindqvist | Active | ||
| Win/Loss Debrief | Deals | MonthlyLast Friday, 16:00 | Sales Leadership +3 | 25 Jul 2026, 16:00 | — | Priya Raghunathan | Paused | ||
| Support SLA Breaches | Tickets | WeeklyEvery Friday, 17:00 | Support Leads +2 | Excel | 22 Aug 2026, 17:00 | 29 Aug 2026, 17:00 | Nadia Okonkwo | Active | |
| Stale Deal Alert | Deals | WeeklyEvery Wednesday, 10:00 | Account Executives +11 | CSV | 20 Aug 2026, 10:00 | 27 Aug 2026, 10:00 | Adrian Herrera | Last run failed |