Schedule recurring report

Set it once. WarrantyVault generates and sends the report on the schedule you choose — forever.

Which report?

Report type *

Scope

Report name used in email subject

When to send

DailySent every weekday at the chosen time

WeeklySent on a chosen day of the week — most common cadence

MonthlySent on a chosen day of the month (e.g. 1st of every month)

QuarterlyFirst business day of each quarter — useful for board / governance reporting

AnnuallyYear-end deliverables (warranty register, owner handover package)

Day of week

Time

Starts

Who receives it

Recipients can be team members, project stakeholders, or anyone with an email address

Tracy Almazan— tracy@yourorganization.com (you) Jordan Castillo— j.castillo@yourorganization.com (team) Linda Chen— linda.chen@westfieldcharter.org (Westfield Charter — Facilities Director) Dr. Patricia Ng— Westfield Charter (Head of School)

Add other recipients comma-separated emails

Format & delivery

File format

Delivery

If empty

Email preview

Subject: Weekly portfolio summary — Your Organization · week of Apr 20, 2026

Hi Linda & Tracy,

Your weekly portfolio warranty summary is attached. Highlights from this week:

• 2 warranties expiring in next 90 days (Westfield Roof, GC 1-yr)
• 1 11-month walkthrough due within 14 days
• 2 open claims · $0 in vendor charges to date

See attached PDF for full detail.

— WarrantyVault, on behalf of Your Organization

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