## Scheduled Reports

Scheduled Reports by Momentum allows you to deliver Salesforce reports on a specific cadence directly into your Slack channels or to specific users. This feature ensures that your team stays updated with important data without the need to constantly check Salesforce manually.

### Key Features:
- **Automated Delivery**: Schedule reports to be delivered at regular intervals (daily, weekly, monthly) to keep your team informed.
- **Slack Integration**: Receive reports as convenient tables in Slack, making it easy to review key metrics quickly.
- **Direct Links**: Each report includes a link back to Salesforce for in-depth analysis and detailed review.

### Getting Started

### Set Up Your First Scheduled Report

**Step 1**: Select the Report
- **Choose a Salesforce Report**: Navigate to the Scheduled Reports section in the Momentum administrator and select the report you want to schedule. This can be any standard or custom report in your Salesforce instance.

**Step 2**: Define the Schedule
- **Set the Cadence**: Determine how often you want the report to be delivered (e.g., daily, weekly, monthly).
- **Choose the Time**: Specify the exact time of day the report should be sent to ensure it aligns with your team’s workflow.
- **Select Days**: For monthly reports, choose which day of the month the report should be sent.

**Step 3**: Customize the Notification
- **Customize the Message**: Tailor the notification message to include relevant information. You can leverage details such as the report name, the specific metrics included, and any additional context for the team.
- **Include Report Details**: Render the report as a convenient table in Slack for quick review. Include a link back to Salesforce for in-depth analysis.

**Step 4**: Set Your Destination
- **Select Slack Channels or Users**: Choose the Slack channels or individual users who should receive the report.
- **Pin Messages**: Optionally, pin the report message in Slack for easy access.

That’s it! You’ve just configured your first scheduled report. 🎉

### Example Use Case: Monthly SDR Meeting Report

**Scenario**:
You want to keep your sales development team updated with a monthly meeting report. This report includes metrics such as meeting counts by SDR, lead sources, and qualification tasks.

### FAQs

**What are Scheduled Reports?** Scheduled Reports are automated deliveries of Salesforce reports to Slack, helping teams stay updated with important data without manual effort.

**How do I customize the report delivery?** You can customize the report delivery by selecting the Salesforce report, defining the schedule, and configuring the Slack channels or users who will receive it.

**Can I include additional context in the Slack message?** Yes, you can add a personalized message to provide context or instructions for your team along with the report.