Scheduling automatic reports

Scheduled reports publish automatically when they're generated - they appear in your reports list ready to read, the same as one you'd run yourself.

You don't have to set this up: every self-serve account already has an automatic monthly performance report running by default, so a fresh monthly wrap-up publishes itself without you doing anything. Your Today tab shows "Next report: <date>" for the next run, and a "Your latest report is ready" banner announces each new one (there's no email yet). See Generating & reading reports.

Set schedules per client from their management page. A scheduled report is generated automatically, then follows your normal flow - it's saved for your team and published to the client once you approve it (or auto-published if you've set it up that way). See Adding & managing clients.

You control whether weekly insights are published to each client from the Reports zone on their management page.

The Weekly AI Insights panel also lets you refresh content without rerunning everything. The This week in plain English card has its own Regenerate button that rewrites only the plain-English overview summary - the Brain-written banner that leads the client's Today tab - in one quick, cheap call. That's separate from a platform card's Regenerate, which reruns just that platform's insight, and from Refresh all, which reruns every per-platform insight plus the overview together. Reach for the overview-only regenerate when you only need to refresh the headline after correcting a Brain fact, without paying for the full per-platform sweep.