Nobody should spend Monday making the Monday report.
Klayara builds the report, renders the PDF, and sends it where people already look — inboxes, Slack, WhatsApp — on schedule, every time. You get the credit; the robot does the work.
What is a scheduled report?
A scheduled report is a dashboard or data extract sent automatically at a set time, so nobody has to export and email it by hand. In Klayara you pick a dashboard, the sections to include and a schedule; each recipient gets a PDF or image showing only their rows. Email works on every plan; WhatsApp, Slack, Telegram and webhooks come with Growth and above.
Reports on a schedule you choose.
Pick a dashboard, pick a rhythm, pick the audience — done. Every Monday at 7:00 the leadership team gets a polished PDF, the sales channel gets the summary, and nobody exported anything by hand.
- Whole dashboards as presentation-ready PDFs
- Data extracts from any saved view, as a file
- Daily, weekly, monthly — any rhythm, any time zone
- Pause, edit or hand over a schedule any time
- Built once per view, so thousands of recipients get it on time
- Clients and partners on the list, by allowed domain
Each recipient sees only what their permissions allow.
Delivered where people already look.
The same report can go to several channels at once — each in the format that suits it.
Downloads that don't block you
PDF and PNG for the picture; Excel, CSV and JSON for the data. Big exports prepare in the background and wait in your downloads area.
Links you stay in charge of
Publish a view-only link for the board meeting or a partner — and revoke it the moment it's no longer needed.
Permissions ride along
A report is never a side door. Every delivery, download and link shows each person exactly what your rules allow — nothing more.
What can be delivered on a schedule?
Whole dashboards as polished PDFs, and data extracts from any saved view — daily, weekly, monthly, or any rhythm you choose. Set it once and the reports arrive on their own.
Where can reports be sent?
Email on every plan. On Growth and above, Slack, Telegram, WhatsApp and webhooks join it, on any day and hour in each recipient’s time zone. The Monday numbers can then reach the leadership inbox and the team channel at the same moment.
Which download formats are supported?
PDF and PNG for sharing the picture; Excel, CSV and JSON for working with the data. Large downloads prepare in the background and land in a downloads area — no watching a spinner.
Do recipients see everything on the dashboard?
They see what their permissions allow — the same rules as everywhere else in Klayara. A report never becomes a way around your access rules.
Can people outside our team see a dashboard?
Yes. On Growth and above you can publish a dashboard, or a single chart, as a view-only public link with the same row rules applied, and swap it for a new link instantly if it leaks. Embedding dashboards inside your own product or portal is part of the Enterprise plan.
Are scheduled reports included on every plan?
Yes. Scheduled email reports with PDF or image attachments are on every plan, and Starter has a small cap on how many you can run. Growth adds WhatsApp, Slack, Telegram and webhook delivery, alerts when a number crosses a line, and automations that fire when a new matching record appears. The pricing page lists each plan’s limits.
Can each branch manager get a report with only their branch?
Yes. Each recipient’s PDF shows only the rows they may see, so with row-level security (Growth and above) one schedule sends every branch manager a report showing only their branch. You maintain one dashboard instead of a copy per branch, and nobody receives another branch’s numbers.
Can one schedule reach thousands of people?
Yes. Klayara builds each distinct view once and sends it to everyone who should see exactly that view, so a report to a whole sales force goes out on time. Very large lists get a link and a small preview picture instead of a heavy attachment. People whose access differs never share a file.
Can we send reports to clients or partners outside the workspace?
Yes. A workspace Owner or Admin can allow outside email addresses for chosen domains — a client, a partner, your auditors. Outside recipients get the full report, sent in the owner’s name, and every send is recorded in the activity log.
How many report emails are included?
Every plan includes a monthly allowance of report and alert emails, shown on the pricing page; on Enterprise it is set in your contract. Add an email pack any time, or send through your own email server for a flat monthly fee. WhatsApp messages come in prepaid packs on Growth and above, or through your own WhatsApp Business account.
Can AI set up a report for me?
Yes, on Growth and Enterprise. Type "email the sales dashboard every Monday at 9" or "WhatsApp me when stock falls below 50" and Klayara AI drafts the automation — trigger, channel and schedule — for you to check and save.
Can a report be sent when a number crosses a threshold?
Yes, on Growth and above. Turn any chart into an alert in one click: it fires once when the value crosses your line, waits before repeating and can be snoozed. The message can include the value seen and the threshold, and every check goes into a run log showing whether each channel delivered.
Go deeper
Alerts and automations · Reports to WhatsApp · Klayara AI · Row-level security · Chart types
Retire the manual Monday report.
Tell us who needs what, and when — we'll show you the whole loop running on your data.
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