Can I generate ad-hoc reports outside the schedule?

Yes. You can trigger any saved report template manually at any time through the chat or the Automations panel. The agent generates the report with the latest data and delivers it through the same channels as the scheduled version.

What happens if a data source is unavailable during a scheduled run?

The agent logs the error and retries the data source a few times. If it remains unavailable, the report is generated with the available data and includes a note about the missing section. You receive a notification about the incomplete report so you can re-run it later.

Can I archive past reports?

Yes. All generated reports are saved in the Reports section of your RunTheAgent dashboard. You can browse, search, and download past reports at any time. This creates a historical record that is useful for trend analysis and auditing.

Data

Reporting Automation: Weekly/Monthly Reports

Let your OpenClaw agent compile, format, and deliver weekly or monthly reports automatically, so you never miss a reporting deadline again.

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What You Will Get

After following this guide, your OpenClaw agent will produce polished reports on a schedule you define. Each report pulls data from your connected sources, aggregates it into meaningful summaries, and formats the output with tables, charts, and narrative text. Reports are delivered to the channels you choose without any manual effort.

You define the report template once, specifying which sections to include, what metrics to highlight, and how to format the output. The agent reuses this template for every scheduled run, updating the data automatically. You can create separate templates for different audiences, like an executive summary for leadership and a detailed breakdown for analysts.

The automation handles the entire workflow: querying data sources, running calculations, generating visualizations, composing the report document, and delivering it. All you do is review the output when it arrives and make adjustments to the template if your needs change.

Step-by-Step Setup

Create a report template and schedule recurring delivery.

Define the Report Structure

Decide what sections your report should include. Common sections are an executive summary, key metrics table, trend charts, detailed breakdowns by category, and a list of notable events or anomalies. Write this structure down as a template that the agent will follow.

Map Data Sources to Sections

For each report section, specify which data source and query provides the data. The executive summary might pull top-line metrics from your main database, while the trend charts use a time-series query. Ensure all data sources are connected and returning accurate results before proceeding.

Configure Aggregation Rules

Tell the agent how to aggregate data for the reporting period. Specify whether you want sums, averages, counts, or percentages. Define the comparison period, like week-over-week or month-over-month, so the agent can calculate changes and highlight trends.

Set Up the Report Template

In the chat, describe the report format to your agent. Include details like 'Start with a one-paragraph summary of the week, then show a table of KPIs with current and previous values, followed by a line chart of daily active users.' The agent saves this as a reusable template.

Choose Delivery Channels

Select where the finished report should be sent. Options include email with the report as an attachment or inline, a Slack channel post, or a saved document in the RunTheAgent dashboard. You can deliver the same report to multiple channels if different stakeholders prefer different formats.

Schedule the Automation

In the Automations panel, create a scheduled task for report generation. Set the frequency to weekly, biweekly, or monthly, and choose the day and time. For weekly reports, Monday morning is common so teams start the week with fresh data. For monthly reports, the first business day of the month works well.

Run a Test Report

Click Generate Now to produce a test report immediately. Review every section for accuracy, formatting, and readability. Check that all metrics are correct by comparing them to manual calculations. Make any template adjustments and run the test again until the output meets your standards.

Tips and Best Practices

Keep Reports Focused

A report that tries to cover everything becomes too long to read. Focus each report on a specific audience and purpose. Create separate reports for different teams rather than building one massive document that no one reads end to end.

Include Comparison Periods

Always show current metrics alongside a comparison period. Week-over-week or month-over-month changes give context to the numbers and help readers quickly identify whether trends are positive or negative.

Add a 'What Changed' Section

Include a brief narrative section that highlights the most significant changes since the last report. This gives readers a quick summary of what happened and where to focus their attention.

Frequently Asked Questions

Automated Visual Briefings Data Export and Transformation KPI Monitoring: Alert on Threshold Breaches

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