Schedule and Share Reports Anytime, With Anyone
Scheduled reports make it easier to share data with the people who need it. From daily KPIs to monthly financial reports to marketing channel deep dives, automate reports using any data in PayHelm.
Save Time with Scheduled Reports
Cut out repetitive reporting tasks and get important insights, faster, with scheduled reports. Just select the metrics or visualizations you want, choose your filters and date ranges, and easily send or schedule delivery to anyone.
Build targeted reports for sales, marketing, merchandising and operations
Show growth with top-line KPIs over time for leadership or investors
Display data year-over-year or period-over-period to identify trends
Create interactive presentations for meetings and annual reports
Comprehensive Reporting Features
Everything you need to create, customize, and automate professional reports for your organization.
Reporting for Everyone in Your Organization
We don't make you pay extra for reports you create, or limit the number of reports you can send. Get the right data to everyone who needs it—marketing teams, C-suite, investors and more.
Create as many reports as you need without additional costs. Share insights across your entire organization without restrictions.
PayHelm's simple report builder means anyone can create and automate reports, no matter your analytics experience.
Send reports via email, view them interactively in the app, or export as PDFs for offline sharing with stakeholders.
See It in Action
What the AI Agent Can Do
Automated tasks you can schedule or trigger on demand
- 1Schedule a Monday morning executive KPI digest delivered to email and Slack
- 2Send daily revenue summaries to the #ops Slack channel every morning at 8 AM
- 3Build a monthly board-level performance report that goes out the 1st of each month
- 4Alert the marketing team if weekly ad spend exceeds budget by more than 10%
Try Asking the AI
Sample prompts you can use right now in the chat