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Analytics & Reporting

Scheduled Reports

Set it and forget it reporting

Scheduled Reports deliver the data your team needs without anyone having to remember to pull it. Configure weekly donation summaries, monthly sponsorship reports, quarterly board analytics, or any custom report to arrive in your inbox automatically on the schedule you set. Multiple recipients can receive the same report, and each schedule runs independently.

The Problem

When reports are only available on-demand, they get pulled inconsistently -- sometimes weekly, sometimes not for months. Leadership misses trends because no one remembered to generate the report.

The Solution

With HYS Scheduled Reports, your team receives the reports they need automatically on the cadence they set, so data-driven decisions happen consistently without manual effort.

How it works

1

Choose your report

Select from pre-built report templates or use a saved custom report as the basis for your scheduled delivery.

2

Set the schedule

Configure daily, weekly, monthly, or quarterly delivery. Choose the day of week and time that works best for your team.

3

Add recipients

Enter email addresses for everyone who should receive the report. Each recipient gets a fresh copy with the latest data on schedule.

Key features

Weekly/monthly schedules
Email delivery
Multiple recipients
Custom report content

Frequently asked questions

Ready to get started?

See how scheduled reports can transform your organization.