Time: 12 minutes | Level: Advanced
Prerequisites: Creating Your First Helper
Prerequisites: Creating Your First Helper
What You’ll Learn
- Setting up automated report schedules
- Choosing report frequency and timing
- Selecting data and metrics to include
- Delivery channels (email, Telegram, push)
- Customizing report format
Why Scheduled Reports?
Get insights automatically without logging in:| Manual Approach | With Scheduled Reports |
|---|---|
| Open app daily | Report arrives automatically |
| Review each helper | Consolidated summary |
| Calculate trends yourself | AI-generated insights |
| Easy to forget | Never miss an update |
Creating Your First Scheduled Report
Choose Report Type
Select what to report on:
| Type | Includes |
|---|---|
| Helper Summary | Entries, totals, trends for one helper |
| Cross-Helper Digest | Overview of all active helpers |
| Custom Query | Specific metrics you define |
Set Schedule
Choose when reports are delivered:
- Daily: Every day at specified time
- Weekly: Specific day and time
- Monthly: First/last of month or specific date
- Custom: Multiple times per week
Select Delivery Channel
Where to receive reports:
- ✉️ Email - Formatted HTML report
- 📱 Telegram - Message with key metrics
- 🔔 Push notification - Brief summary with link
Report Types Explained
- Daily Digest
- Weekly Report
- Monthly Summary
- Custom Query
Best for: Active trackers, sales logs, daily habitsIncludes:
- Yesterday’s entries count
- Notable values (highest, lowest)
- Comparison to previous day
- Running totals (if applicable)
📊 Daily Sales Summary Yesterday: 12 sales totaling 215.00) Top sale: 4,230.00
Scheduling Options
Daily Reports
Daily Reports
Delivery time: Choose any hour (in your timezone)Options:
- Every day
- Weekdays only
- Weekends only
- Specific days
Weekly Reports
Weekly Reports
Delivery day: Monday through SundayDelivery time: Any hourCoverage: Previous 7 daysBest practice: Monday morning for previous week review.
Monthly Reports
Monthly Reports
Delivery options:
- 1st of the month (previous month summary)
- Last day of month (month-to-date)
- Specific date (e.g., 15th for mid-month check)
Multiple Schedules
Multiple Schedules
Create different reports for different needs:
- Daily: Quick metrics to Telegram
- Weekly: Detailed summary to email
- Monthly: Full analysis with charts
Delivery Channels
Format: Rich HTML with chartsBest for:
- Detailed reports
- Shareable summaries
- Archival purposes
Telegram
Format: Concise text messageBest for:
- Quick daily updates
- Mobile-first users
- Instant notification
Push
Format: Brief notificationBest for:
- Awareness prompts
- Click through to full report
- Supplement to other channels
Customizing Report Content
Tailor what appears in your reports:Select Helpers
Choose which helpers to include:
- Single helper for focused reports
- Multiple helpers for overview
- All helpers for complete digest
Choose Metrics
Select what to calculate:
- Entry count
- Sum of numeric fields
- Average values
- Min/max values
- Percentage breakdowns
Add Comparisons
Compare to previous periods:
- Day over day
- Week over week
- Month over month
- Same period last year
Managing Reports
- View History
- Edit Schedule
- Pause/Resume
- Delete
Access past reports:
- Go to Settings → Reports
- Tap History
- Browse by date
- Resend to any channel
Report Examples by Use Case
Sales Manager
Daily: Quick Telegram with yesterday’s totalWeekly: Email with team performance breakdownMonthly: Full report with charts for leadership
Personal Finance
Daily: Push reminder of spendingWeekly: Telegram with category breakdownMonthly: Email with budget vs. actual
Fitness Tracking
Daily: Push with workout logged (or not!)Weekly: Email with workout count, total durationMonthly: Progress report with trend charts
Business Operations
Daily: Critical metrics onlyWeekly: Department summariesMonthly: Complete operational review
Exercise
Practice: Create a Weekly Digest
Set up your first scheduled report:
- Pick a helper with at least 5 entries
- Create a weekly report scheduled for next Monday
- Configure content:
- Entry count
- Sum of a numeric field
- Week-over-week comparison
- AI insight enabled
- Set delivery to email (or Telegram if connected)
- Send a test report (don’t wait for Monday!)
- Review the output and adjust as needed