Features Pro plan

Scheduled Reports

The best insights are the ones you actually see. Scheduled Reports take the reports you've saved and deliver them automatically, on the days you choose, to the people who need them, so oversight happens without anyone remembering to run a report.

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The Waybook report builder showing member progress through a subject

What you get

Deliver your saved reports automatically - daily, weekly or monthly - to the member groups, admins and managers who need them.

  • Schedule any saved report daily, weekly or monthly, at the time and time zone you choose
  • Bundle several reports into one email for a complete picture
  • Send to whole member groups so recipients stay current as people join or move
  • Pause, edit or delete a schedule at any time and review its send history

A closer look

Reports only change behavior if someone looks at them. Scheduled Reports build on the saved reports you already trust and deliver them automatically: a Monday-morning onboarding progress summary for team leads, a monthly compliance completion report for leadership, a weekly document engagement breakdown for content owners. Set it up once and the right data lands in the right inboxes every time.

Creating a schedule takes a minute. Name it, choose the frequency, days, time and time zone, add one or more saved reports, and pick the recipients - whole member groups, individual admins and managers, or a mix. Only admins and managers receive reports, so insights stay with the people responsible for acting on them. Each delivery is a link straight into Waybook, so recipients see live data rather than a stale attachment, and can export it in any supported format if they need to take it further.

You stay in control after the first send. Edit the frequency or recipients, pause a schedule during quiet periods, delete one that has run its course, and check the send history to confirm it's arriving. Refine a saved report and the change flows through to every schedule that includes it. Pair Scheduled Reports with learning paths and tests and you have a training program that reports on itself.

Try it with your own processes

Start a free 7-day trial of Waybook, or book a demo and we’ll walk you through it with your team’s processes in mind.

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