Set up a monthly report that sends itself

A monthly report that sends itself is a series: one set of sections and notes that makes a new edition for every closed month, plus delivery settings that send each edition to the right people. This guide sets one up from start to finish and then walks through each month.

Before you start

• Reports and their delivery are on the Growth plan and above. Some templates need more: a locked template shows a lock and "Not on this brand's plan".
• You need permission to create and edit reports at the brand.
• For Slack, the brand needs a Slack channel set in Settings, Integrations.

Part 1: set it up once

Create the series

1. Open the brand and choose Reports, then New report.
2. Under Start from a template, choose one:

Or choose Strategy report and Monthly (recommended) to pick the sections yourself. 3. The first edition, for the last closed month, opens in the editor.

Make it yours

1. In the settings panel, tick or untick sections. Changes here apply to every future edition.
2. Under Recurrence, set the Title pattern, and write Default context notes and Default next steps that every edition should start with. A message confirms Series saved.

Set who receives it

1. Select Delivery in the toolbar and choose Every edition.
2. Under Send, keep When an edition is published (you review first) or choose As soon as an edition is generated.
3. Switch on Email, tick the people under People who can see this brand, add any Other addresses, and choose Attach the PDF and/or Include the link.
4. Switch on Slack to post a link in the brand's channel as well.
5. Select Save, then Send me a test once the edition is published to see exactly what recipients get.

Part 2: every month

1. Early on the 1st, the new edition appears on the Reports page as a draft. Anyone who reaches the brand can open it.
2. Open it and read each section. Write this month's notes over the defaults: what happened, why, and what comes next.
3. Open the Publish menu and choose Publish now. If delivery sends on publishing, the emails and the Slack post go out now.
4. Check Delivery: Last sent with a time means at least one email or post went out. Recipients who are signed-in users also see it in the bell.
5. To share it anywhere else, use Copy share link from the Publish menu. Anyone with the link can open it without signing in while it is published.

If something goes wrong

See Why was my report not sent? for more.

A lighter option: the weekly digest

If a team only needs the headline figures each week, a Slack digest (with email for a brand's digest) is quicker than a full report. See Set up a weekly digest.