Scheduled Reports
Report Automation: build a report weekly, monthly or quarterly, email a link to it and choose what it contains. Every option explained.
The "Report Automation" panel ("Configure automatic report generation and delivery") sits below the templates on the Templates tab. Every change is saved as soon as you make it.
Schedule
| Option | What it does |
|---|---|
| "Auto-generate reports" | Turns the schedule on or off. |
| "Frequency" | "Weekly", "Monthly" or "Quarterly". Quarterly runs in January, April, July and October. |
| "Day of Week" / "Day of Month" | Monday to Sunday for weekly reports; the 1st to the 28th for monthly and quarterly ones. |
| "Time" | In UTC. See the note below. |
| "Default Template" | The template the scheduled report uses. The Executive Report is offered from Professional ("Executive report template is available from Pro plan."). |
| "Date Range" | "Last 7 days", "Last 30 days" or "Last 90 days", up to the day the report is built. |
Important
Due reports are built in one daily run at 10:00 UTC. Keep "Time" at 10:00 UTC or earlier (the default, 09:00, is fine): a later time can make that run skip the report.
Content
"Executive Summary", "Competitor Benchmark" and "AI Recommendations" show or hide those parts in the report, in the app and on share links. The choice applies to reports made after you change it.
Email Delivery
| Option | What it does |
|---|---|
| "Auto-send via email" | Emails each new report. Reports you create or regenerate by hand are sent too. |
| "Recipients" | The addresses that get the email. Add as many as you need. |
| "Email Subject" | Your own subject, with the "Variables" {{project_name}}, {{report_type}}, {{date}} and {{period}}. Empty: "project - template report - date". |
| "Attach PDF" | Does not attach a file yet (see below). |
Recipients get an email from Rankfender <noreply@rankfender.com> with your subject, the report's name and period, and an "Open report" button. The button opens a share link to the report that never expires. It is listed with the report's other links, where you can revoke it (see Sharing Reports). The email is in English.
Important
No PDF is attached to report emails. With "Attach PDF" on, the email only adds "PDF attachment is not enabled for automated emails yet." To send a PDF, open the report, use "Export as PDF" and send the file yourself.
Notifications
"Completion notification" adds a "Report ready" notification in the app when a report is finished.
The one-click weekly report
On Home, the first-week step about the weekly report ("Turn on") sets the schedule for you: weekly, on Monday at 09:00 UTC, the last 7 days, sent to your account address. You can change any option here afterwards. See Your first week.