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PlannedThis capability is planned and not available yet. Examples are fictional; available today are pivot evaluations, CSV export and sharing.

Automated reports · Planned

Your report arrives on time,
but only after you approve it.

Report schedules are planned: a saved evaluation is meant to refresh at a fixed time and go to the right people, with an approval before anything leaves the company. That does not exist yet. Today you refresh a shared snapshot yourself.

Planned, not available. In the preview you share a released snapshot by link and refresh it by hand.

QUESTION BEFORE EVALUATION

Your question.
A draft you can check.

01 / Your question

69/600 · fixed templates, no model call

Peak Analytics / Automated reportsFICTIONAL
02 / The visible evaluation draft3 sample questions

Lindgrün Agency (fictional)

A client report with the wrong board would be worse than none. The approval catches that.

  1. 01Tasks per client board, monthly (planned)
  2. 02One draft per client to check
  3. 03Sent only after approval
Check all steps & assumptions

How it is planned

Schedule, draft, approval.

The machine prepares, a person decides on sending.

01 / The starting point

Set a schedule

On the first of every month each client should get their task status.
Your questionLindgrün Agency (fictional)

Planned: you pick a saved evaluation, a rhythm such as the first Monday of each month, and the recipients.

02 / Visible draft

Check the draft

Your question / Evaluation draftFICTIONAL EXAMPLE
  1. 01
    Step of the evaluation

    Tasks per client board, monthly (planned)

  2. 02
    Step of the evaluation

    One draft per client to check

  3. 03
    Step of the evaluation

    Sent only after approval

03 / Your decision

Approve and send

Planned: the report only goes out after your approval. Today you release a snapshot and share the link yourself.

Local review

Your review is still open.

These marks start nothing.

Draft and evaluation stay separate

What this page promises and what it does not.

01 / Here in the browser

Planned, not available

This capability is specified and not built yet. There is no date and no separate price.

Your questionFixed ruleSample evaluation
The sculpture illustrates the flow. It is not a product interface.
02 / In the planned product

Fictional examples

Businesses and numbers on this page are made up and marked as examples. None of it is a measurement or a customer result.

Evaluation
Planned, not built yet
Permissions
Your workspace roles
03 / The limit

What works today

Peak Analytics is available as a preview: pivot evaluations over orders, receipts, tasks, goals and files, CSV export and sharing.

DraftReal evaluation

Your next step

Until then: a link you refresh.

Read how you share a released snapshot today, collect comments, refresh it and revoke it.

Today: see the share link
Automated reports · PlannedOn the first of every month each client should get their task status.

Planned, not available. In the preview you share a released snapshot by link and refresh it by hand.

Frequently asked questions

Can I use this in Peak Analytics yet?

No. This capability is planned and not built yet; there is no launch date. Available today is the Peak Analytics preview: pivot evaluations over orders, receipts, tasks, goals and files with CSV export and sharing.

What do I use until then?

A shared snapshot: release it, share it by link, collect comments, refresh it when numbers change and revoke it when needed.

Will sending without a check be possible?

That is not the plan. A prepared report is meant to be sent only after a person with the right permissions approves it.

Who will a report be able to go to?

That is not settled yet. Today you decide yourself who gets the link to a released snapshot.

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