Analytics & Reporting
Scheduled Reports
Set it and forget it reporting
Scheduled Reports deliver the data your team needs without anyone having to remember to pull it. Configure weekly donation summaries, monthly sponsorship reports, quarterly board analytics, or any custom report to arrive in your inbox automatically on the schedule you set. Multiple recipients can receive the same report, and each schedule runs independently.
The Problem
When reports are only available on-demand, they get pulled inconsistently -- sometimes weekly, sometimes not for months. Leadership misses trends because no one remembered to generate the report.
The Solution
With HYS Scheduled Reports, your team receives the reports they need automatically on the cadence they set, so data-driven decisions happen consistently without manual effort.
How it works
Choose your report
Select from pre-built report templates or use a saved custom report as the basis for your scheduled delivery.
Set the schedule
Configure daily, weekly, monthly, or quarterly delivery. Choose the day of week and time that works best for your team.
Add recipients
Enter email addresses for everyone who should receive the report. Each recipient gets a fresh copy with the latest data on schedule.
How this feeds Aida's work queue
Every scheduled reports signal becomes an owned, reviewed action on your team's queue
In HelpYouServe, the context this captures lives on one record and rolls up into Aida's daily queue. Aida, your AI Development Director, turns it into an owned next action with a deadline, prepares the next step in your voice with citations, and your team reviews and approves before anything goes out. Aida adds development capacity, she does not replace your team.
HelpYouServe is the platform underneath: donor records, giving pages, sponsorships, communications, reporting, tasks, approvals, and audit history on one system.
Source context, owner, deadline, AI draft, your approval
Key features
Frequently asked questions
Ready to get started?
See how scheduled reports can transform your organization.