Scheduled Reports

Scheduled Reports is the reporting layer of the PlanMagnet concept: a place to set up delivery reports once and have them produced on a schedule, instead of assembling the same numbers by hand before every review. It belongs to the Delivery Insights area alongside the dashboard and analytics views and is reached from the Reports entry in the main sidebar.

Status reporting easily becomes a recurring chore. Someone exports data from the tracker, rebuilds a velocity chart, pastes it into a document and sends it round, and by the time it lands the numbers are already out of date. A report defined once, with its type, scope and cadence, is designed to replace that routine with something that runs on its own.

The two illustrations show the list and create views. The Reports page counts configured reports and summarizes them in three cards: total reports, how many are scheduled and how many ran today. A filter row and a New Report button sit above the list, which in this illustration shows its empty state with a chart icon and a short message. The Create Report form, introduced as a way to configure a new automated report, asks for a report name, a description of what the report tracks, a report type such as velocity, an optional project that defaults to all projects and a schedule such as weekly.

Because a report can cover one project or every project, the same setup is designed to serve both a team lead following a single team's sprint cadence and a delivery head watching the whole portfolio. Reports are meant to draw on the same work that fills the task board, sprints and dashboard, so the figures reflect the work itself rather than a separate copy kept in sync by hand.