Worksheet

Report and alert schedule sheet

One row per report or alert. Columns are role, question answered, source, delivery day and hour, format, threshold, named reader, fallback reader and the action expected, so one glance shows who acts on what. The last column dates each review.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to set up scheduled report emails and alerts people act on”, www.gullysystem.com/blog/how-to-set-up-scheduled-report-emails-and-alerts-people-act-on