Scheduled Email Reports
Set up automatic email reports so your team receives weekly metrics without logging in. Perfect for senior pastors and leadership who want a Monday morning summary.
How Scheduled Reports Work
Every Monday morning, Vitals compiles the previous week's data and sends a summary email to everyone on your recipient list. The email contains the same metrics and comparisons as the manual weekly report — no login required to read it.
- Send time
- Emails are sent at 7:00 AM in your organization's timezone, so leadership has data before the morning meeting.
- Data included
- Attendance, giving, online viewers, first-time guests, and year-to-date totals — the same as the in-app weekly report.
- View in browser
- Each email includes a “View in browser” link that opens the full interactive report — no login needed.
If data hasn't been entered yet when the report runs, Vitals will note which metrics are pending so recipients know to expect an update.
Setting Up a Report
You can create multiple scheduled reports for different audiences — for example, a detailed report for staff and a high-level summary for board members.
- 1Go to Settings → Reports → Scheduled Reports.
- 2Click New Report.
- 3Give the report a name (e.g., "Monday Staff Summary") to identify it in your list.
- 4Add recipients — enter email addresses one at a time.
- 5Choose which metrics to include using the metric toggles.
- 6Select your preferred frequency (Weekly, Monthly, or Custom).
- 7Click Save. The report is now active and will send on the next scheduled date.
Report Frequency Options
Choose how often each report goes out. You can have different schedules for different reports.
Weekly — Every Monday
Sends every Monday morning with the previous Sunday's data. Best for staff and leadership who want a consistent rhythm.
Monthly — First Monday of the Month
Sends a full-month summary on the first Monday of each new month. Includes totals, averages, and year-to-date progress for the prior month. Ideal for board members and finance teams.
Custom — Pick Any Day
Set any day of the week for delivery. Useful if your staff meeting is on Tuesday and you want data ready the morning of.
Choosing Recipients
Recipients don't need a Vitals account to receive email reports. You can send to anyone — staff members, elders, board members, or a senior pastor's personal email address.
- Internal staff
- Add team members by entering their email address. They'll receive the report even if they also have a Vitals login.
- External recipients
- Anyone with an email address can be added — board members, denominational contacts, or a pastor's personal inbox.
There's no limit to the number of recipients per report. Add as many addresses as you need.
Recipients can unsubscribe from a specific report using the unsubscribe link at the bottom of each email. This only removes them from that report, not from Vitals.
Customizing What's Included
Every scheduled report can be customized independently, so your board receives a concise financial summary while your staff gets the full picture.
- Metric toggles
- Turn individual metrics on or off for each report. For example, a giving-only report for your finance team, or an attendance-only report for campus pastors.
- Personal note
- Add a custom message that appears at the top of every email in that report. Great for a weekly pastoral word from the senior pastor, or context about a special series.
Managing Reports
All your scheduled reports are listed in Settings → Reports. From here you can see each report's name, frequency, recipient count, and last sent date.
- Edit
- Update recipients, metrics, frequency, or the personal note at any time. Changes take effect on the next scheduled send.
- Pause
- Temporarily stop sending a report without deleting it. Useful during summer break or holiday seasons.
- Delete
- Permanently remove the scheduled report. Past sent emails are not affected.