Lesson 19 · Put it to work
Scheduled reports
Customer issues in your inbox every week.
You’ll be able to
- Find and open reports under Insights
- Schedule a report by email or Slack
- Manage deliveries in Scheduled reports
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Transcript
Scheduled reports bring the evidence to you, so you stay close to customers without logging in.
Open Insights, then Reports. Every report your team builds lives here, with your scheduled deliveries at the top.
To make a new one, click New Interactive Report. Start blank, or pick a template like Customer Issues.
Open a report to see what it covers. Customer Issues ranks problems by severity, with the accounts and evidence behind each one.
To get it every week, click Schedule. Choose email or Slack, then weekly.
Pick the day and time, like Monday at 8 AM, then add who should get it.
Click Create schedule. Every Monday, it lands in the inbox with the top issues and the evidence behind them.
Back on Reports, Scheduled reports shows each delivery you get. Flip the switch to stop one.
Next up, BuildBetter in Claude and ChatGPT.
