sections.operations
Reporting
On-demand PDF/CSV exports and scheduled email delivery over the leadership insights DTOs.
Reporting
Skrum is the all-in-one AI project control plane — team chat, tasks and sprints, native video meetings, and inbound code activity in one workspace, with every AI action waiting for a human yes.
Reporting is the manager surface for the leadership insights: portfolio, delivery throughput, workload, aggregate risk, cadence, and digests. Every report is a snapshot of a DTO that the Home and Insights pages already show.
- Save a report. Insights → the block → Save as report. Pick PDF or CSV.
- Schedule. Report → Schedule → set the recipients (workspace members only, resolved by userId) and the cadence.
- Delivery. The
report-delivery-sweepBullMQ job runs the schedule idempotently per(scheduledReportId, period). CSV cells are neutralized against spreadsheet formula injection.
FAQ
- Plan? Advanced reporting is a tier feature — Pro and above.
- Can I send to a non-member? No — recipients must be workspace members with a verified email.
- Where does a scheduled report render? Through the PDFKit-confined renderer seam. Production uses PDFKit; tests inject a deterministic fake for stable assertions.
See also: Skrum documentation