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Financial reports and planning

Interpret scheduled report notices and review status

Separate report generation, notification and human review.

Updated 2026-11-11

A scheduled report can be generated successfully and still be unreviewed. The saved run identifies that a person has not reviewed the result. Open the generated run and inspect its period, definition and source evidence before presenting it as checked financial work.

The schedule can notify the person who authorized it in the app and on enabled mobile devices when a report is ready. The described setting does not send a report attachment or email. A queued ready notice is not confirmation that a notification was delivered.

Use Generation history to inspect the period, outcome, attempt and notice state. Do not treat a notification badge as a substitute for checking that the report run itself exists and is the intended result.

If a report or notice is missing, review the schedule's current authorization, automatic-generation availability and role checks. Keep the distinction between an unsuccessful run, a retained unreviewed result and an undelivered notice when asking support to investigate. Each state requires a different follow-up.

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