Scheduled reports let you automate recurring payment insights to your stakeholders — no manual export needed. Reports run on your defined cadence and are delivered by email or Slack.Documentation Index
Fetch the complete documentation index at: https://docs.orkesta.com.tr/llms.txt
Use this file to discover all available pages before exploring further.
Creating a scheduled report
Open a saved report and click Schedule delivery
Navigate to Analytics → Reports, open the saved report you want to schedule, and click Schedule delivery in the report toolbar.
Choose the day and time
Select the delivery day and time. All times use your workspace timezone, which you can update in Workspace settings → General.
Choosing recipients
- Email
- Slack
Enter one or more email addresses in the To field. Recipients do not need to be workspace members.Each delivery includes:
- A summary header with the report name, period covered, and run timestamp.
- An inline preview of the first 10 rows.
- A link to view the full report in Orkesta.
- An optional CSV attachment — enable this in the schedule settings if recipients need the raw data file.
Managing schedules
View and manage all active schedules at Analytics → Reports → Schedules. The following actions are available for each schedule:| Action | Description |
|---|---|
| Pause | Suspend delivery without deleting the schedule. Resume at any time. |
| Edit | Update the frequency, delivery time, or recipient list. |
| Run now | Trigger an immediate delivery outside the normal cadence. |
| Delete | Permanently remove the schedule. The underlying report is not affected. |
Every scheduled email includes an Unsubscribe link in the footer. Recipients can remove themselves from a schedule without needing workspace access.
Report types
Orkesta includes the following built-in report templates, available at Analytics → Reports → New report:Payment summary
Total volume, transaction count, and settlement rates broken down by period.
Reconciliation status
Matched vs. unmatched transactions across your connected accounts.
Payment method breakdown
Volume segmented by payment method — bank transfer, card, and others.
Vendor payments
Outgoing payments grouped by beneficiary for payables tracking.
Failed payments
Declined and failed transactions with error codes for investigation.