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Workexe

Automated Reporting Setup, Weekly and Monthly Scheduled Delivery

Schedule weekly, monthly or quarterly reports once and let Workexe deliver them straight to client inboxes with the latest data, no manual export needed.

April 27, 20252 min read

Automated Reporting Setup, Weekly and Monthly Scheduled Delivery

Schedule cadences

Pick the cadence that matches the client's review rhythm. Reports always include data through the day before delivery.

  • Weekly, every Monday 09:00 client local time
  • Bi-weekly, every other Monday for low-velocity sites
  • Monthly, 1st of each month, default for retainers
  • Quarterly, 1st of Jan/Apr/Jul/Oct for executive reviews

Recipients and delivery channels

Each schedule supports unlimited recipients across channels. Use distribution groups for agency clients.

  • Email, with custom subject and intro text per recipient group
  • Slack, post to a channel via integration
  • Webhook, POST the PDF URL + JSON metadata to any endpoint
  • Drive/Dropbox, auto-archive to a folder

Data-freshness guarantee

Workexe holds delivery up to 2 hours waiting for daily rank refresh and audit completion. Reports never ship with stale data.

  • Rank tracker refresh window: 06:00 to 08:00 UTC
  • Audit recrawl trigger: 24h before delivery for scheduled reports
  • Backlink delta calculated against same day last period

Per-client customisation

Each schedule binds to one project and one template, so different clients get different layouts without duplicating projects.

  • Template per schedule (Monthly Client vs Executive)
  • Language override per recipient group
  • Include/exclude chapters with a single toggle

Pause, skip, audit

Manage schedules from Reports > Automation. Every run is logged with delivery status per recipient.

  • Pause for holidays without deleting the schedule
  • Skip-next for one-off changes
  • 12-month delivery audit log with bounce reasons
automated reporting setup, weekly and monthly scheduled delivery setup
  1. 1
    Open Project

    Launch the automated reporting setup, weekly and monthly scheduled delivery module from your project panel.

  2. 2
    Connect Sources

    Add GSC, GA4 and any required CSV imports.

  3. 3
    Set Scope

    Choose location, language, device and alert thresholds.

  4. 4
    Validate

    Confirm the first scan against a known page or query.

Frequently Asked Questions