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