Overview

Automate reporting by scheduling validation summaries to be emailed to team members or clients. Configure frequency, recipients, and report content to keep stakeholders informed without manual effort.

How It Works

1. Configure report settings:
– Recipients (email addresses)
– Frequency (weekly)
– Report scope (project, all projects)
– Content (scores, changes, alerts)
2. Reports are generated and emailed on schedule
3. Manual send available via “Send Now” button or API
4. Reports include project summary, score trends, and key issues

Tier Availability

| Tier | Available |
|——|———–|
| Free | No |
| Pro | No |
| Agency | Yes (weekly) |
| Enterprise | Yes (configurable) |

Related Features

– Export CSV/PDF: On-demand exports
– Audit Report Generation: Detailed PDF reports
– Email Alerts: Event-triggered notifications (vs scheduled reports)

Mini-Tutorial

Step 1: Enable Scheduled Reports

Navigate to Projects > (select project) > Settings > Scheduled Reports.

Step 2: Configure Recipients

Enter email addresses of team members or clients who should receive the report. You can add multiple recipients.

Step 3: Set Frequency

– Agency: Weekly (Mondays at 8am) — cannot change
– Enterprise: Choose weekly/biweekly/monthly and time

Step 4: Choose Report Content

Select what to include:
– Validation scores and trends
– New schema errors detected
– Type distribution
– Top issues summary

Step 5: Test (Optional)

Click “Send Test Report Now” to preview the email before scheduling.

Step 6: Activate

Toggle “Enable Scheduled Reports” to ON. Reports will be sent on the configured schedule.

Technical Details

Configure Scheduled Report

POST /api/v1/report-settings
{
  "project_id": "proj_abc123",
  "enabled": true,
  "recipients": [
    "[email protected]",
    "[email protected]"
  ],
  "frequency": "weekly",
  "day_of_week": "monday",
  "time_of_day": "08:00",
  "sections": [
    "summary",
    "trends",
    "top_errors",
    "recommendations"
  ],
  "include_attachments": false
}

Response:

{
  "report_id": "report_123",
  "project_id": "proj_abc123",
  "status": "scheduled",
  "next_send": "2025-03-24T08:00:00Z",
  "created_at": "2025-03-22T14:30:00Z"
}

Send Report Immediately

POST /api/v1/report-settings/send-now
{
  "project_id": "proj_abc123",
  "recipients": ["[email protected]"]
}

Response:

{
  "status": "sent",
  "sent_at": "2025-03-22T14:32:00Z",
  "message_id": "msg_xyz789"
}

Email Content Structure

– Subject: “[Project Name] Weekly Schema Report”
– From: [email protected] (or white-labeled sender)
– Body:
– Project health score
– Week-over-week trend
– Top 3 new issues
– Action items
– Dashboard link
– Attachment (optional): PDF audit report

References

– Email Marketing Best Practices
– Cron Job Scheduling Standards
– SMTP Protocol (RFC 5321)
– ValidGraph Reports API