Build a recurring report

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Define the report

• Audience: who reads it and what they decide.
• Scope: accounts, channels, campaigns, products, or markets.
• Period: reporting window and comparison.
• Metrics: primary outcome and supporting diagnostics.
• Cadence: when the report should run.
• Delivery: where the configured workflow should send or store the result.

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Starting request

Create a [daily or weekly] report for [audience] covering [scope].
Report [primary metrics] for [reporting window] and compare with [baseline].
Highlight only changes above [threshold or decision rule], cite the connected data, and separate observations from recommendations.
Deliver it through [configured destination] at [cadence and timezone].
Show me the configuration before enabling the schedule.

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Verify the first run

• Confirm the connected accounts and filters.
• Check the reporting window, timezone, currency, and comparison.
• Verify that every metric has a clear source.
• Confirm the destination and who can access it.
• Read one completed run before depending on the schedule.