How to use "Scheduled Reports"
Last updated: October 28, 2026
With Scheduled Reports, the AI Assistant sends you reports automatically by email – e.g. a weekly or monthly presence report. This article shows how to create and manage them.
1. Scheduled Reports
In the PULT dashboard, click Scheduled Reports at the top of the left menu.
2. Reports and Run History
Reports lists all scheduled reports. Run History shows when reports were sent.
3. Create Report
Click + Create Report to set up a new report (see sections 8–14).
4. Organization reports
All reports for the whole organization with name, schedule, subscribers and last update. Click a report to edit it.
5. Enabled
Use the toggle to pause or activate a report.
6. Run Now and Delete
Run Now sends the report immediately – useful for testing. Delete removes the report.
7. Team reports
Reports with a team scope (e.g. Design, Marketing) are listed separately.
8. Name
Give the report a clear name, e.g. “Weekly Office Summary”.
9. Prompt
Describe what the AI should include in the report. Be specific about the data, time range and format (see the sample prompts below).
10. Preview (new)
Click Preview to see what the report will look like before you schedule it.
11. Scope (new)
Organization runs with administrator access to the whole organization. Depending on your setup, you can also select a team.
12. Frequency, time and days
Choose Daily, Weekly or Monthly, the time and the days of the week. The time zone of your organization is shown below.
13. Subscribers
Select who should receive the report by email.
14. Schedule
Click Schedule to save the report. Allow the system a few minutes to process it. You can test it with Run Now.
Sample prompts
Monthly report: Please generate a monthly report for all users with: email address + sum of days detected by PULT Presence from the first to the last day of the past month + sum of days booked as business_trip, home office, remote, sick and vacation. Please also highlight all users with 0 or 1 presence days.
Weekly report: Please generate a report from last week for all users with: email address + sum of days detected by PULT Presence from Monday to Friday last week + sum of days booked as business_trip, home office, remote, sick and vacation. Please also highlight all users with 0 or 1 presence days.
You can adapt the prompts, e.g. to filter employees with low presence, cross-reference holiday data or highlight policy compliance issues.
Frequently asked questions
Can I download the report as PDF or Excel?
Reports are sent by email. For a PDF, open the email and use your browser's print function to save it as PDF. For Excel, copy the table from the email into a spreadsheet.
Can I change a report later?
Yes, click the report in the list to edit it.
Can team leads use Scheduled Reports?
Yes. Team leads can also access Scheduled Reports.
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If you have any questions, feel free to contact our support team at support@pult.com.