Dotwave Setting up scheduled email reports
The best client report is the one you never have to remember to send. Dotwave's scheduled reports put your dashboards on autopilot: you decide who gets what and how often, and Dotwave delivers it on time, every time, without you lifting a finger. This article explains how scheduled reports work, walks through creating one, shows how to test it before it goes live, and covers the delivery log that confirms every send actually landed.
How it works
A schedule is a standing instruction to Dotwave: on a cadence you choose, email a report to the recipients you name. That report can be a branded PDF of the dashboard — the same polished document you would export by hand, complete with cover page, charts, AI insight summary, and your branding — or a live dashboard link that opens the current, up-to-date view. The recipient can be your client, yourself, or both. Once a schedule is set, Dotwave handles delivery on its own; you do not have to open the app, click export, or write an email each time. Fresh reporting simply shows up in the right inbox on the right day.
Create a schedule
Setting up a schedule takes a handful of choices, all made from the dashboard you want to send.
Go to the dashboard you want to send on a schedule.
Open the Schedules menu and choose Add schedule to start a new one.
Pick daily, weekly, or monthly depending on how often your client should hear from you.
Add the email addresses that should receive the report — your client, yourself, or several stakeholders at once.
Decide whether recipients get a branded PDF attached to the email or a live link to the current dashboard.
Save the schedule. From here on, Dotwave sends it automatically on the cadence you chose.
Choose a PDF attachment when you want recipients to keep a fixed snapshot of the report, and a live link when you want them to always land on the most current data.
Send now
Before you trust a schedule to run on its own, prove it works. The Send now action fires the report immediately, exactly as the scheduled version will, so you can confirm the right people receive the right thing in the right format. Use it to check that the PDF renders the way you expect, that a live link opens correctly, and that every recipient address is valid. Catching a typo in an email address or an unexpected chart layout during a manual test is far better than discovering it after a client's first automated report arrives broken.
Schedule log
Every schedule keeps a log of what it has actually done. The schedule log is a history of each send, and for every entry it records the timestamp, the recipients, and the status — whether the report was delivered or failed. This turns "I set up a report for my client" into something you can verify at a glance. If a client ever claims they never received a report, the log settles it: you can see exactly when it went out and whether delivery succeeded. And if a send does fail, the log flags it so you can fix the address or resend rather than assuming everything is fine.
Set up a weekly Monday report for your client so they get fresh data every week without any action from you.
Choosing the right cadence
Match the schedule to how fast the underlying data moves and how closely your client wants to follow it. A daily report suits fast-moving operational data where each day genuinely changes the picture. A weekly report is the workhorse for most client relationships — frequent enough to feel attentive, not so frequent that it becomes noise. A monthly report fits high-level reviews and retainer summaries where the story unfolds over a longer arc. You can run more than one schedule on the same dashboard, so a detailed weekly send to your working contact can happily coexist with a monthly overview to a senior stakeholder.