| 1 | # Scheduled Reports |
| 2 | |
| 3 | Automate your reporting workflow. Scheduled AI reports let you run Insights and Investigations on a recurring cadence and deliver the results automatically—turning manual, repetitive work into a hands‑off process. |
| 4 | |
| 5 |  |
| 6 | |
| 7 | ## What you can schedule |
| 8 | |
| 9 | - Any pre‑built Insight: Infrastructure Summary, Performance Optimization, Capacity Planning, Anomaly Analysis |
| 10 | - Custom Investigations (your own prompts and scope) |
| 11 | |
| 12 | ## How to schedule a report |
| 13 | |
| 14 | 1. Go to the `Insights` tab in Netdata Cloud |
| 15 | 2. Pick an Insight type or click `New Investigation` |
| 16 | 3. Configure the time range and scope |
| 17 | 4. Click `Schedule` (next to `Generate`) |
| 18 | 5. Choose cadence (daily/weekly/monthly) and time |
| 19 | |
| 20 | At the scheduled time, Netdata AI runs the report and delivers it to your email and the Insights tab. |
| 21 | |
| 22 |  |
| 23 | |
| 24 | ## Example setups |
| 25 | |
| 26 | ### Weekly infrastructure health |
| 27 | - Type: Infrastructure Summary |
| 28 | - Time range: Last 7 days |
| 29 | - Schedule: Mondays 09:00 |
| 30 | |
| 31 | ### Monthly performance optimization |
| 32 | - Type: Performance Optimization |
| 33 | - Time range: Last month |
| 34 | - Schedule: 1st of each month 10:00 |
| 35 | |
| 36 | ### Automated SLO conformance |
| 37 | - Type: New Investigation |
| 38 | - Prompt: Generate SLO conformance for services X and Y with targets … |
| 39 | - Schedule: Mondays 10:00 |
| 40 | |
| 41 | ## Managing schedules |
| 42 | |
| 43 | - View, pause, or edit schedules from the Insights tab |
| 44 | - Scheduled runs consume AI credits when they execute |
| 45 | |
| 46 | ## Availability and usage |
| 47 | |
| 48 | - Available to Business and Free Trial plans |
| 49 | - Each scheduled run consumes 1 AI credit (10 free/month on eligible plans) |
| 50 | |
| 51 | ## Tips |
| 52 | |
| 53 | - Start with weekly summaries to establish a baseline |
| 54 | - Schedule targeted reports for critical services or high‑cost areas |
| 55 | - Use schedules to feed regular Slack/email updates and leadership briefs |
| 56 |