How to set up Automated Reporting

Automated Reporting Overview

This video provides a quick walkthrough on how to create and manage automated reports within LōD. Automated reporting helps you and your team receive regular performance or financial updates directly by email without manually generating reports each time.

Key Steps Covered in the Video

• Access the Automation Page
  Navigate to Reports → Automation and click New Automation to start creating a new scheduled report.

• Name Your Report & Add Recipients
  Give the report a name (e.g., Weekly Site Report).
  Choose recipients from your organization — only users already part of your LōD organization can receive these reports.
  (See the Roles & Team Setup video for how to add people to your organization.)

• Set the Frequency & Report Type
  Choose how often the report should be sent (e.g., daily, weekly, or monthly).

• Send a Test Email
  Optionally send a test email to ensure the report reaches all recipients successfully.

• Save, Edit, or Delete Reports
  Click Save to finalize your automation.
  Existing reports appear in your automation list, where you can:

  • Edit configurations (🖊️ icon) to change frequency or recipients.

  • Delete reports (🗑️ icon) when they’re no longer needed.