> ## Documentation Index
> Fetch the complete documentation index at: https://docs.peanutsapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduled Reports

> Automate recurring insights delivered to your inbox or Telegram

<Info>
  **Time:** 12 minutes | **Level:** Advanced\
  **Prerequisites:** [Creating Your First Helper](/tutorials/beginner/create-your-first-helper)
</Info>

## 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

<Steps>
  <Step title="Open Report Settings">
    Navigate to **Settings** → **Reports** or access from a specific helper's settings.
  </Step>

  <Step title="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            |
  </Step>

  <Step title="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
  </Step>

  <Step title="Select Delivery Channel">
    Where to receive reports:

    * ✉️ **Email** - Formatted HTML report
    * 📱 **Telegram** - Message with key metrics
    * 🔔 **Push notification** - Brief summary with link
  </Step>

  <Step title="Activate">
    Toggle the report **ON** and save. Your first report arrives at the next scheduled time.
  </Step>
</Steps>

***

## Report Types Explained

<Tabs>
  <Tab title="Daily Digest">
    **Best for:** Active trackers, sales logs, daily habits

    **Includes:**

    * Yesterday's entries count
    * Notable values (highest, lowest)
    * Comparison to previous day
    * Running totals (if applicable)

    **Example:**

    > 📊 **Daily Sales Summary**
    >
    > Yesterday: 12 sales totaling $847.50
    > vs. day before: +3 sales (+$215.00)
    >
    > Top sale: $125.00 (Widget Pro)
    > Monthly total so far: $4,230.00
  </Tab>

  <Tab title="Weekly Report">
    **Best for:** Expense tracking, project updates, fitness logs

    **Includes:**

    * Week's total entries
    * Sum/average of numeric fields
    * Trend vs. previous week
    * Breakdown by category (if applicable)
    * AI-generated insight

    **Example:**

    > 📈 **Weekly Expense Report**
    >
    > This week: 23 expenses, $1,245.30 total
    > vs. last week: -$180.50 (12.6% less)
    >
    > By category:
    >
    > * Food: \$320.00 (26%)
    > * Transport: \$285.00 (23%)
    > * Shopping: \$640.30 (51%)
    >
    > 💡 Insight: Shopping expenses were 40% higher this week, driven by 2 large purchases on Thursday.
  </Tab>

  <Tab title="Monthly Summary">
    **Best for:** Budgets, goals, business metrics

    **Includes:**

    * Month's complete statistics
    * Comparison to target (if set)
    * Month-over-month trends
    * Projections for next month
    * Visual chart (in email)

    **Example:**

    > 📅 **January 2024 Summary**
    >
    > Total entries: 156
    > Total amount: $8,420.00
    > Monthly target: $10,000 (84% achieved)
    >
    > vs. December: +\$1,230.00 (+17.1%)
    >
    > 📊 \[Chart showing daily totals]
    >
    > 🎯 At current pace, February projects to \$9,100
  </Tab>

  <Tab title="Custom Query">
    **Best for:** Specific business metrics, KPIs

    Define exactly what to track:

    ```
    "Every Monday, report:
    - Total sales over $100
    - Average sale value
    - Number of new customers
    - Compare to same week last month"
    ```

    Peanuts generates a custom report matching your specifications.
  </Tab>
</Tabs>

***

## Scheduling Options

<AccordionGroup>
  <Accordion title="Daily Reports" icon="sun">
    **Delivery time:** Choose any hour (in your timezone)

    **Options:**

    * Every day
    * Weekdays only
    * Weekends only
    * Specific days

    **Best practice:** Schedule for morning to review previous day.
  </Accordion>

  <Accordion title="Weekly Reports" icon="calendar-week">
    **Delivery day:** Monday through Sunday

    **Delivery time:** Any hour

    **Coverage:** Previous 7 days

    **Best practice:** Monday morning for previous week review.
  </Accordion>

  <Accordion title="Monthly Reports" icon="calendar">
    **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)

    **Best practice:** 1st of month, morning, for complete previous month.
  </Accordion>

  <Accordion title="Multiple Schedules" icon="clock">
    Create different reports for different needs:

    * Daily: Quick metrics to Telegram
    * Weekly: Detailed summary to email
    * Monthly: Full analysis with charts

    Each can cover the same or different helpers.
  </Accordion>
</AccordionGroup>

***

## Delivery Channels

<CardGroup cols={3}>
  <Card title="Email" icon="envelope">
    **Format:** Rich HTML with charts

    **Best for:**

    * Detailed reports
    * Shareable summaries
    * Archival purposes

    **Setup:** Verify email in profile settings
  </Card>

  <Card title="Telegram" icon="telegram">
    **Format:** Concise text message

    **Best for:**

    * Quick daily updates
    * Mobile-first users
    * Instant notification

    **Setup:** Connect Telegram integration
  </Card>

  <Card title="Push" icon="bell">
    **Format:** Brief notification

    **Best for:**

    * Awareness prompts
    * Click through to full report
    * Supplement to other channels

    **Setup:** Enable notifications in app
  </Card>
</CardGroup>

***

## Customizing Report Content

Tailor what appears in your reports:

<Steps>
  <Step title="Select Helpers">
    Choose which helpers to include:

    * Single helper for focused reports
    * Multiple helpers for overview
    * All helpers for complete digest
  </Step>

  <Step title="Choose Metrics">
    Select what to calculate:

    * Entry count
    * Sum of numeric fields
    * Average values
    * Min/max values
    * Percentage breakdowns
  </Step>

  <Step title="Add Comparisons">
    Compare to previous periods:

    * Day over day
    * Week over week
    * Month over month
    * Same period last year
  </Step>

  <Step title="Include AI Insights">
    Toggle AI analysis:

    * Trend observations
    * Anomaly detection
    * Suggestions
    * Predictions
  </Step>
</Steps>

***

## Managing Reports

<Tabs>
  <Tab title="View History">
    Access past reports:

    1. Go to **Settings** → **Reports**
    2. Tap **History**
    3. Browse by date
    4. Resend to any channel
  </Tab>

  <Tab title="Edit Schedule">
    Modify existing reports:

    1. Go to **Settings** → **Reports**
    2. Tap the report to edit
    3. Adjust timing, content, or channel
    4. Save changes
  </Tab>

  <Tab title="Pause/Resume">
    Temporarily stop reports:

    1. Go to **Settings** → **Reports**
    2. Toggle report **OFF**
    3. Report is paused but configuration saved
    4. Toggle **ON** to resume
  </Tab>

  <Tab title="Delete">
    Remove a scheduled report:

    1. Go to **Settings** → **Reports**
    2. Swipe left on the report
    3. Tap **Delete**
    4. Confirm
  </Tab>
</Tabs>

***

## Report Examples by Use Case

<CardGroup cols={2}>
  <Card title="Sales Manager" icon="chart-line">
    **Daily:** Quick Telegram with yesterday's total

    **Weekly:** Email with team performance breakdown

    **Monthly:** Full report with charts for leadership
  </Card>

  <Card title="Personal Finance" icon="piggy-bank">
    **Daily:** Push reminder of spending

    **Weekly:** Telegram with category breakdown

    **Monthly:** Email with budget vs. actual
  </Card>

  <Card title="Fitness Tracking" icon="dumbbell">
    **Daily:** Push with workout logged (or not!)

    **Weekly:** Email with workout count, total duration

    **Monthly:** Progress report with trend charts
  </Card>

  <Card title="Business Operations" icon="briefcase">
    **Daily:** Critical metrics only

    **Weekly:** Department summaries

    **Monthly:** Complete operational review
  </Card>
</CardGroup>

***

## Exercise

<Card title="Practice: Create a Weekly Digest" icon="dumbbell">
  Set up your first scheduled report:

  1. **Pick a helper** with at least 5 entries
  2. **Create a weekly report** scheduled for next Monday
  3. **Configure content:**
     * Entry count
     * Sum of a numeric field
     * Week-over-week comparison
     * AI insight enabled
  4. **Set delivery** to email (or Telegram if connected)
  5. **Send a test report** (don't wait for Monday!)
  6. **Review the output** and adjust as needed

  **Success:** You receive a well-formatted report with accurate data and useful insights.
</Card>

***

## Key Takeaways

<Tip>
  **Remember:** Scheduled reports turn your data into automated insights. Set them once, and valuable summaries arrive on schedule—no manual checking required.
</Tip>

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Webhooks & Automation" href="/tutorials/expert/webhooks-and-automations" icon="webhook">
    Trigger external actions from reports
  </Card>

  <Card title="Reports Feature" href="/features/reports" icon="chart-bar">
    Full feature documentation
  </Card>
</CardGroup>