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.
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 EVALUATIONYour question.
Your question.
A draft you can check.
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.
- 01Tasks per client board, monthly (planned)
- 02One draft per client to check
- 03Sent only after approval
How it is planned
Schedule, draft, approval.
The machine prepares, a person decides on sending.
02 / Visible draft
Check the draft
- 01Step of the evaluation
Tasks per client board, monthly (planned)
- 02Step of the evaluation
One draft per client to check
- 03Step of the evaluation
Sent only after approval
Approve and send
Planned: the report only goes out after your approval. Today you release a snapshot and share the link yourself.
Your review is still open.
These marks start nothing.Draft and evaluation stay separate
What this page promises and what it does not.
Planned, not available
This capability is specified and not built yet. There is no date and no separate price.
Your question→Fixed rule→Sample evaluation
The sculpture illustrates the flow. It is not a product interface.
The sculpture illustrates the flow. It is not a product interface.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
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 linkAutomated 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.