Rolled-Up Reporting: Fresh Look & Powerful Controls

Modified on Tue, 1 Jul at 1:26 AM

We’ve given the 
Account Scheduled Reports 
page a major upgrade—making it faster, clearer, and more powerful for accounts to manage reports at scale.
What’s New?
  • Sleek new table design for scheduled reports
  • Checkboxes to select multiple reports
  • Bulk Actions:
     Easily pause or resume multiple reports at once
  • Filter by report status (active/paused)
  • New Settings Panel with: 
    “Pause All Scheduled Reports”
     button and a toggle to choose whether reports should auto-generate when a new account is added
How It Works:
  1. Switch to the Account View
  2. Go to Account Page → View Scheduled Reports
  3. Use checkboxes to select reports
  4. Bulk actions bar will appear—choose to Pause or Resume
  5. Click the Settings icon to pause all reports or control the auto-create toggle
Why it Matters:
This update gives you full control over scheduled reports across accounts—faster bulk management, smarter defaults, and fewer surprises. No more manually disabling new reports every time you add an account. 
Important Note: This feature is available only on the $497/month plan and above.
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