Scheduled Report Subscriptions: Put Recurring Reports on Autopilot

Automatically email PDF and CSV reports to your stakeholders on a schedule with Sentimaps scheduled report subscriptions.

It’s Monday morning. Your regional manager walks into the weekly performance review without last week’s report — because someone had to log into the panel, pull the report, download the PDF, and forward it by email, and this week nobody remembered. The report wasn’t bad; it simply never got generated. No matter how powerful your analytics are, as long as a human has to remember to export them manually, the report can be missing at the exact moment you need it most.

According to McKinsey research, knowledge workers spend nearly 20% of their workweek just searching for and gathering information. Pulling a report is one of those invisible tasks. Sentimaps’ scheduled report subscriptions remove that step entirely: you define the report once, and from then on it’s emailed automatically to the right people at the frequency you choose.

Why Schedule Reports Instead of Pulling Them?

Someone Always Has to Remember

On-demand reporting hangs on a single weak link: human memory. A busy week, a day off, or a forgotten task means an entire team goes without that period’s data. A scheduled subscription ties the report to a calendar — and calendars don’t forget.

Stakeholders Shouldn’t Need a Login

Board members, franchise owners, and investors rarely log into a Sentimaps account, and rarely want to. What they need is a clean summary that shows up in their inbox on a regular rhythm. A subscription delivers the report exactly where they already are: their email.

A Report Is Only as Fresh as Your Last Pull

A manual report is a snapshot of the moment you last generated it. If that was three weeks ago, you’re making decisions on three-week-old data. A recurring subscription keeps everyone’s picture current, automatically.

How to Set Up a Scheduled Report Subscription

Define the Schedule

You start from a company’s report page with “New Scheduled Report.” Give the subscription a name (for example, “Weekly Executive Summary”), enter the recipient’s email, and choose the delivery plan:

Setting Options
Frequency Daily, Weekly, Monthly
Day and time Day of week or day of month + time
Format PDF or CSV
Date range Last 7 days, This month, Last 30 days
Recipient Any email address

For example: a PDF every Monday at 08:00 covering the last 7 days, or a CSV on the 1st of every month covering the entire previous month. The moment you save, the subscription is live — and you never have to touch it again.

Who Receives It, and in Which Format

Each subscription goes to a single recipient, but you can create as many as you like. That lets you set up different plans for different stakeholders: a weekly PDF for the regional manager, a monthly CSV for the finance team, a monthly overview for leadership. Reports are generated in your organization’s language, so each recipient reads them in their own. The list on the report page shows every subscription’s name, schedule, format, and last delivery status (Sent / Failed); you can pause, edit, or delete any of them at any time.

What’s New in the Enhanced PDF

The PDF report itself has grown deeper alongside scheduling. Far more of the insight you see in the panel now fits into this single document — and any section without data is skipped silently, so you never get blank pages.

A Second KPI Row

Below the four headline KPIs on the cover, there’s now a second row: NPS score, response rate, photo-review count, and local-guide reviews. Four new indicators that summarize the health of the period at a glance.

An NPS Detail Page

Net Promoter Score now has its own page: a large color-coded score from -100 to +100, a pie chart breaking out promoters, passives, and detractors, and a table giving the count and percentage for each segment. You keep a finger on the pulse of customer loyalty on a single page.

Per-Location Sentiment

The locations table gained new columns: a sentiment score for each branch plus positive / neutral / negative review counts. That lets you spot which branch’s sentiment mix is starting to slip, without it hiding behind an average.

Competitor Positive/Negative Breakdown

Competitor comparison now shows more than rating and review count — it includes each competitor’s positive and negative percentages. Per-competitor star distributions and short snippets from recent reviews make it into the report too, so you read the real story behind a competitor’s rating.

CSV for Analysts

Some teams don’t want a finished document — they want the raw data. Sentimaps offers full CSV exports of reviews and companies: every row, every review, every metric. Set your subscription’s format to CSV, and your analysts find data they can drop straight into Excel, Google Sheets, or your BI tool of choice, arriving in their inbox on a regular cadence. The PDF is a summary for decision-makers; the CSV is a playground for analysts.

Conclusion: Stop Remembering to Pull the Report

A good report is valuable not because it was generated, but because it reached the right person at the right time. Scheduled report subscriptions erase “we forgot to pull the report this week” from your vocabulary: you set it up once, and your stakeholders stay informed on a regular rhythm — now with a much deeper PDF behind it.

According to Gartner, data-driven businesses achieve 23% higher revenue growth. The first condition for that advantage is getting the data to decision-makers on time — automation handles the rest.

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