Scheduled reports

Email any report on a recurring schedule. Weekly summaries to the owner; monthly bookkeeping to the accountant.

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Recurring report deliveries

"Email Revenue every Monday" / "Email Payments to my accountant the 1st of each month." Stub for the recurring-delivery UI.

  • Existing schedules list — table of every active recurring delivery: report, recipient, cadence, last sent, next due. Click a row to edit.
  • New schedule form — report (Revenue / Utilization / Members / Bookings / Payments), date range (Last 7 days / Last 30 / Custom rolling), cadence (Daily / Weekly / Monthly), day of week or month, time of day, recipients (multiple email addresses), format (CSV / PDF), optional password.
  • Preview before saving — generates a one-shot version of what the recipient will see.
  • Pause / disable — keep the schedule but stop sending; useful for season closures.
  • Delivery history — last 50 deliveries with status (delivered / failed / bounced). Failed deliveries flag for operator follow-up.
  • Common templates — "Weekly summary to owner", "Monthly bookkeeping to accountant", "Quarterly board report" — quick-start options.

Backend wiring pending. POST /operator/reports/schedules in the live app; runs via the same job-queue infrastructure as the membership-plan renewal emails (cluster 2.2 backend handoff).