Scheduling Custom Reports

Automate your monthly reporting by scheduling draft or final reports in Digits. Save time, stay consistent, and ensure clients receive their reports on schedule—without manual prep.

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How to Schedule Reports

1. Go to Reports from the left navigation.

2. Click the dropdown next to New Report (top right).

3. Click Schedule Reports.

1. Choose whether you want to schedule for:

• A specific client, or

• Globally across all clients (Global schedules apply to every legal entity unless overridden.)

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Scheduling Options

Option	What it Does	Timing Deatails
Auto-Create Draft	Automatically creates a draft report at the start of each month for you to review and edit.	Draft is created on the 1st of each month.
Auto-Publish Draft	Sends a draft report to your client for review.	Delivered at 9 AM CST on the selected date.
Auto-Publish Final	Sends the finalized client-facing report automatically.	Delivered at 9 AM CST on the selected date.

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Frequently Asked Questions

Can I schedule reports for all clients at once?

Yes—use the Global scheduling tab to apply settings firm-wide.

Can I still edit reports after they’re auto-created?

Absolutely. Auto-created drafts behave the same as manually created drafts—you can edit, customize, and publish them anytime.

Can I stop scheduling later?

Yes—just return to the Schedule Reports page and toggle off any option.

Do global schedules override client-level settings?

No. If a client has its own schedule configured, it takes priority over the global one.

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Need help? Contact us at [email protected]