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Stop pulling the same numbers every Monday

If you’re manually running the same queries every week — revenue, ad spend, email performance — it’s time to automate. Turn any Hazel question into a scheduled report that gets delivered automatically, right where your team already works.

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How to create a report

1

Ask Hazel any question

Start a conversation and ask the question you want to automate. For example: “What was our revenue, ad spend, and ROAS (return on ad spend) this week by channel?”You can also start fresh with: “I want to set up a scheduled report.”
2

Get the output right

Review the answer. Ask follow-ups to adjust the format, add metrics, or change the breakdown. Get it looking exactly the way you want it.
3

Turn it into a report

Tell Hazel “Turn this into a scheduled report” or click the schedule button on the response. Hazel will walk you through the setup.
4

Choose your schedule

Pick how often you want it delivered:
  • Daily — great for revenue and order tracking
  • Weekly — ideal for marketing and performance reviews
  • Monthly — perfect for executive summaries and trend reports
5

Choose your delivery channel

Pick where the report should land:
  • Slack — delivered to any channel your team uses
  • Email — sent directly to your inbox or a distribution list
Once confirmed, Hazel starts delivering on schedule. No manual work needed.

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Managing your reports

You can manage all your active reports:
  • Pause a report temporarily (great for holidays or off-seasons)
  • Resume a paused report
  • Edit the schedule, delivery channel, or the underlying question
  • Delete a report you no longer need
Start with your Monday morning metrics. Most teams set up a weekly revenue and marketing summary as their first scheduled report, then add more as they find their rhythm.
Next up: See how Weekly Reviews give your whole team an automated performance summary.