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FeaturesScheduled reports

Scheduled marketing reports.

Set it once. Every send is rewritten for the period that just closed.

Choose a report, a cadence and who gets it. On each due date LDOO builds a fresh report from the latest data — new figures, a new explanation, updated recommendations — checks it, and sends it in your brand.

  • Weekly, fortnightly or monthly
  • Rewritten every cycle
  • Checked before it sends

Schedule report

Set up recurring delivery for this report.

Schedule name

Willow & Fern Monthly Report

Send every

on the 1st at 9:00 AM EST

Send to

tom@willowandfern.comlisa@willowandfern.com

Next 3 deliveries

Tue, 1 Dec 20269:00 AM
Fri, 1 Jan 20279:00 AM
Mon, 1 Feb 20279:00 AM

Change the cadence and watch the next deliveries move, then create it.

The one setting

Set it once.

weeklyfortnightlymonthly

Start from a report you’ve already sent and schedule it. The cadence, the day, the time and the recipients are the whole setup — the content takes care of itself.

Covers

The period that just closed: last week, last fortnight, or last month.

Skips

A rebuild when no new data has landed since the last report for that period.

Willow & Fern Monthly Reportactive
3 November · October reportsent
3 October · September reportsent
3 September · August reportalready sent from Report day
3 August · July reportsent
01 / Each send

Not last month’s report with new numbers.

Each due date runs the full report pipeline again for the new period. The explanation is written fresh, the recommendations are checked against what happened to last month’s, and every claim is audited before the PDF is drawn.

September send

CPA fell to $18.40, down 25.8%, as Brand Search NZ took a larger share of budget.

Recommended: move $2,400 from Generic Search to Brand.

October send — rewritten

Brand CPA held at $11.80 for a second month after September’s budget shift. Generic Search CPC is now the cost to watch, up 34%.

September’s recommendation: delivered.

02 / Before it sends

A schedule that sends a broken PDF is worse than no schedule.

Automation is only worth it if you never have to check it. So every send checks itself, and tells you when it can’t.

The PDF is opened and checked before it’s attached — a file that isn’t a real, complete PDF never goes out
No double send: a report you already sent from Report day isn’t sent again
A failed send retries after 2, 4, 8 and 16 hours and alerts you. A fifth failure switches the schedule off and says why
3 November, 09:00 — Willow & Fern

What happened before the email left.

New data since last reportyes — rebuilt
Claims audited41 checked, 0 cut
PDF drawn and openedvalid · 612 KB
Already sent this period?no
Branded email builtready
Sent 09:04 to 2 recipients. First opened 09:31.
03 / What recipients get

An email from you, with the answer in it.

The headline figures sit in the email itself, so the client gets the point before they open anything. The full report follows in two forms.

04 / Ask weekly

Some questions are worth asking every Monday.

Not every recurring need is a report. Press Ask weekly under any answer and LDOO asks the same question every Monday and sends you the new answer.

Scheduled questions never count against your monthly question allowance.

Which campaigns spent the most with the fewest conversions last week?
Every Monday · Willow & Fern
Which clients need attention right now?
Every Monday · All clients
How did organic traffic change week over week?
Every Monday · Verde Studio
Versus dashboards

Every reporting tool shows you data. LDOO explains it in seconds.

A dashboard

Emails the same charts every month, with new numbers in them.

LDOO

Sends a report rewritten for the month that closed, with last month’s advice followed up.

LDOO vs WhatagraphLDOO vs DashThis

It runs on its own. It never runs blind.

Read the trust page
Scoped

Each scheduled report reads one client’s data and goes only to the recipients you set.

Audited

The same claim check as a report you send by hand.

Watched

The delivery job reports in every hour; a missed run is flagged, not hidden.

Yours to stop

Change or delete a schedule at any time, from the Reports page.

FAQ

Scheduled reports, answered

Cadence, plans, and what happens on the day.

Pick a report, a cadence, a send time and recipients. On each due date LDOO builds a new report for the period that just closed and sends it.

Weekly, fortnightly or monthly.

No. The explanation and recommendations are rewritten each cycle, and last cycle’s recommendations are reported as delivered, dropped or carried.

It retries after 2, 4, 8 and 16 hours and alerts you. A fifth failure switches the schedule off and tells you why.

A branded email with the headline figures, the PDF and a live link to the same report. Replies go to whoever set up the schedule.

Every paid plan: Launch, Growth and Scale for agencies, Pro and Elite for in-house teams.

Write the report once. Let every month write itself.

Build one client report, schedule it, and the next one arrives already written, checked and sent.

  • Scheduled delivery is on every paid plan
  • 14-day trial, no card
  • See pricing