How-to

Scheduled reports and email delivery

Daily, weekly, monthly, or quarterly PDF/CSV exports via per-tenant email providers.

1 min readLast updated 26 April 2026

Create a schedule from the Reports page. Pick one of four report types:

  • Executive summary — top-level metrics (open risks, implemented controls, open incidents).
  • Risk register — every risk with inherent and residual scores.
  • Compliance report — per-framework gap analysis across every active framework.
  • Control testing — test results sorted by date.

Choose frequency (daily / weekly / monthly / quarterly) and output (PDF or CSV). Add recipient emails; each scheduled run delivers the file via your configured email provider (Microsoft 365 / Google Workspace / Resend fallback — see Settings → Email delivery) and uploads a copy to R2 for later download.

On-demand exports (same four reports) are available above the schedule list — no email, just an immediate download.