Report Scheduling

Report Scheduling

Automate your reporting by scheduling reports to be generated and emailed to you on a regular basis.

Setting Up a Schedule

1. Generate or open a saved report.
2. Click Schedule.
3. Configure the schedule:
   • Frequency — Daily, weekly, monthly, or quarterly.
   • Day — Which day the report should be generated (e.g. 1st of the month).
   • Time — What time to generate (e.g. 8:00 AM).
   • Format — PDF, CSV, or both.
   • Recipients — Your email and optionally team members.
4. Click Save Schedule.

Managing Schedules

Go to Reports > Scheduled to see all active schedules. From here you can:

• Edit — Change the frequency, recipients, or format.
• Pause — Temporarily stop a schedule without deleting it.
• Delete — Remove the schedule permanently.

Scheduled Report Email

Each scheduled report arrives as an email with:

• A brief summary of key figures.
• The report attached in your chosen format.
• A link to view the full interactive report in Latch.

Recommended Schedules

• Weekly Rent Roll — Every Monday morning to start the week informed.
• Monthly P&L — 1st of each month for the previous month.
• Quarterly Tax Summary — End of each quarter for your accountant.

Tip: Schedule your rent roll for Monday mornings so you start each week knowing exactly where your income stands.