Scheduled report generation is supported today for the Quarterly Board Report. Additional scheduled formats and custom report templates are roadmap.
Reports can be scheduled to generate automatically on a recurring cadence
The default candidate for scheduling is the Quarterly Board Report
Scheduled reports generate in Draft state and notify the configured owner
Owners review, finalise, and Mark as Ready before distribution
Additional templates and custom report templates are planned
(Roadmap: additional scheduled report formats; custom report templates.)
How scheduling works today
Scheduled reports run on a recurring cadence (for example, the first day of each calendar quarter for the Quarterly Board Report). When the cadence is reached:
ReFresh generates a new report from the configured template
The report appears on the Reports page as a Draft
The configured owner is notified by email
The owner reviews, edits, and Marks as Ready
The finalised report is exported and distributed
Setting up a schedule
Open the Reports page and create or edit a scheduled report. Configuration options:
Template: which template to use (currently Quarterly Psychosocial Risk & Culture Report)
Cadence: monthly, quarterly, annually, or custom
Reporting period scope: how the period is calculated each time the report runs
Owner: the user notified when the draft is ready
Distribution list (optional): people who receive the finalised report after Marking as Ready
What is on the roadmap
Future enhancements to scheduling:
Additional templates: more platform templates beyond the Quarterly Board Report
Custom report templates: customer-built templates that can be scheduled
Auto-export: automatic PDF or PPT generation on Mark as Ready
Recipient distribution: automatic delivery to a configured list
Related articles
The Quarterly Board Report (6.6)
Generating an on-demand report (6.5)
Managing notifications (8.11)