Autopilot Docs
Reports

Scheduling reports

Send a report to your inbox (or a teammate's) on a schedule. Daily, weekly, monthly.

Last updated 20 June 2026

Most of the time, the reports you care about are the ones you'd otherwise forget to check. Schedule them — daily, weekly, monthly — and they land in your inbox automatically.

How to schedule

Open any report. Click Schedule at the top.

Set:

  • Frequency — daily, weekly (pick the day), monthly (pick the date).
  • Time — when in the day to send (24-hour, NZ time).
  • Recipients — your own email by default, or add anyone else (commas to separate, doesn't have to be a team member).
  • Message — optional intro line.

Save. The first delivery goes at the next matching slot.

What recipients get

Each scheduled email contains:

  • The report's title and date range.
  • The KPI strip (the headline numbers).
  • A direct link to the live report (one click to open it in Autopilot — they'll need to log in).
  • A CSV attachment of the underlying rows.

We tried embedding the chart as an image, but managers found the live link more useful — clicking through opens the interactive report where they can drill in.

Pausing, resuming, deleting

Open the report and click Schedule again to see the active schedules. From there:

  • Pause — stop sending without deleting. Resume any time.
  • Run now — fire off a one-off send right now (without affecting the schedule).
  • Delete — permanent.

Schedule history

Each schedule has a history panel showing every run — when it fired, how long the query took, who it sent to, whether delivery succeeded. Useful for tracking down "the report didn't arrive yesterday".

Common patterns

  • Daily — yesterday's deals to your floor team at 7am.
  • Weekly — last week's leaderboard to all sales people Monday 8am.
  • Monthly — month-end financials to the accountant on the 1st at 9am.
  • Monthly — pipeline review to the GM on the 1st at 8am.

Cron and timezone

Schedules run in NZ time regardless of where you're logged in from. The cron checks every 5 minutes, so a schedule set for 9:00 might fire any time between 9:00 and 9:05 — close enough.

Limits

No hard limit on the number of schedules per dealership. If you're somehow set up to deliver 200 emails a day, talk to us — we'd rather route you onto a digest pattern.