Scheduled reports

The report you need, on the day you need it.

Updated

Available nowHelmLedger
Overview

What Scheduled reports is.

Reports weekly or monthly by email or export, with a record of whether each send went out.

  • Schedule reports weekly or monthly.
  • Send by email or export a file.
  • See whether each send went out.
How it works

Step by step.

Steps marked Rolling out are not available for every account yet.

  1. Step 1

    Schedule reports weekly or monthly.

  2. Step 2

    Send by email or export a file.

  3. Step 3

    See whether each send went out.

Connections

What it works with.

Runs inside your Axiom Helm workspace. No outside account is needed.

Agents

Who does the work.

Actions that need your approval wait for you, whichever agent prepares them.

  • HelmFrames the decision, weighs tradeoffs and keeps the plan tied to your goals.
  • LedgerReads your numbers, invoices and usage.
Questions

Scheduled reports questions

Questions & answers

What to know about Axiom Helm.

The report you need, on the day you need it. Schedule reports weekly or monthly. Send by email or export a file. See whether each send went out.