Setting Up Automated Report Delivery

Automated report delivery closes the final gap between "the data exists in Hoicko" and "the right people actually see it regularly" — removing the dependency on someone remembering to check a dashboard or manually forward an export each cycle.

How to set up automated delivery

1. Open the specific report or dashboard you want to schedule.
2. Click "Schedule Delivery."
3. Choose the recipients — specific individuals, a distribution list, or a broader stakeholder group.
4. Set the frequency — weekly or monthly, depending on how often the underlying data meaningfully changes and how often stakeholders actually need an update.
5. Choose the delivery format — PDF for a clean, presentation-ready summary, or Excel if recipients are expected to work further with the underlying data.

Choosing the right frequency

Setting delivery frequency too high — a daily report for data that genuinely only changes meaningfully week over week — trains recipients to start ignoring it, since most updates won't contain anything new. Matching frequency to how often the underlying data actually changes in a meaningful way keeps automated reports genuinely useful rather than becoming background noise recipients tune out.

Revisiting scheduled reports periodically

It's worth periodically reviewing which automated reports are actually still being opened and used, rather than letting them accumulate indefinitely. A recipient list or reporting cadence that made sense six months ago may no longer reflect current priorities — pruning outdated scheduled reports keeps the ones that remain more likely to actually get read.

FAQ

Can reports be emailed automatically on a recurring schedule? 

Yes, scheduled delivery can send reports via email on a weekly or monthly basis.

What happens if a scheduled report's frequency is set too high? 

Recipients tend to start ignoring it, since most deliveries won't contain meaningfully new information — matching frequency to how often the data actually changes keeps reports genuinely useful.