workflow · how to

Generate and schedule client reports

Follow the generate and schedule client reports workflow in Slack.

Goal

Build one-off reports or recurring schedules when stakeholders need PDF or channel summaries of brand performance.

When to use this

Use client reports for monthly client updates, internal leadership reviews, or automated delivery to a Slack channel or email list. One-off generation fits ad hoc requests; schedules fit repeating cadences without manual runs each period.

Before you begin

Scheduled client reports require the Scale plan. Select the active brand before you generate or schedule a report. Report schedule counts follow plan limits in Usage limits.

Client reports are included on the Scale plan. See Plan comparison if report actions are gated.

Steps

Open the report builder

Open /social, switch to the Insights work center, and open the report builder action from the reports card.
Or search for report in the command palette and choose generate when the flow offers generate, schedules, or help branches.

Generate a one-off report

Complete step 1 in the report generate modal with date range, modules, and delivery options. Fix validation errors on custom range, channel delivery, and preset or module constraints before you continue.
Submit step 1. The flow pushes step 2 with your selected configuration.
Complete step 2 to run generation with the final metric bundle.
When generation finishes, use completion actions to email, schedule, or share the report.

Email a completed report

From report completion actions, choose the email action.
Fill the email modal and submit to send the report to recipients you specify.

Manage report schedules

Open the report schedules action from the reports card, or choose the schedules branch from the report command flow.
Create a schedule with frequency, recipients, and cadence fields in the create schedule modal.
Open the manage schedules modal to see active schedules and next run times.
Use the schedule overflow menu to edit, pause, resume, run now, or cancel a schedule.
Confirm cancel in the confirmation modal when you want to remove a recurring run.

From report completion actions, choose Share to channel.
Pick the Slack channel in the share modal.
Submit. The shared message keeps the report run identity for later reference.

Edit an existing schedule

Open manage schedules and pick the schedule from the list.
Choose edit from the overflow menu.
Update frequency, recipients, or cadence in the edit schedule modal and submit.

Confirm it worked

A completed report shows delivery actions for the options you enabled. Active schedules list their next run in the manage schedules modal. Share to channel posts a message in the channel you picked. Email submit closes the modal without validation errors.

Troubleshooting

Report actions are missing or show an upgrade prompt

Scheduled client reports require the Scale plan. Confirm your plan in Plan comparison.

Step 1 submit blocked by validation

Fix date range, module, preset, or channel delivery fields highlighted in the step 1 modal. Custom ranges and channel delivery have extra validation before step 2 opens.

Generation finishes with no completion actions

Retry generation after you confirm the brand has analytics data in the chosen range. Review metrics in Open the Insights dashboard first.

Schedule limit reached

Check active schedule count against your plan in Usage limits. Cancel unused schedules before you create new ones.

Run now did not deliver

Open manage schedules and confirm the schedule is not paused. Check the next run time after a manual run completes.

Share to channel failed

Confirm the bot can post in the channel you selected. Pick a channel where Slash Social is a member and retry Share to channel.

Wrong brand in the report

Select the correct active brand in App Home, then restart the report flow from /social.

Help branch from report command

When the report command offers a help branch, use it to see available subcommands before you open generate or schedules.