Skip to main content

Real-World Example

Operations wants a weekly platform report every Monday. Super Admin creates the schedule, chooses recipients, and the system generates and sends the report on the selected schedule.

Visual Flow

How It Should Work

  • It should save report schedule, filters, and recipients.
  • It should generate reports at the selected time.
  • It should email a secure download button instead of attaching a large report.
  • The report should be downloadable directly from the email for 90 days.
  • It should remove the report automatically when the availability period ends.

How It Should Not Work

  • It should not send to unintended recipients.
  • It should not keep sending after a schedule is disabled or removed.
  • It should not generate reports with stale or missing filter settings.
  • It should not expose scheduled reports through public storage links.
Last modified on August 1, 2026