With these features, you can:
Save and reuse filters you rely on frequently
Create reports based on those saved views
Schedule reports to be delivered automatically to the right people
Reports are created and managed in Traact and delivered by email as downloadable files.
This article walks you through how Saved Views work, how they connect to Reports, and how to create and manage scheduled reports step by step.
Understanding Saved Views
Saved Views allow you to capture a specific set of filters and reuse them anytime - without rebuilding the same filters over and over again.
Saved Views can be:
Private: visible only to you (and admins, they always have access)
Public: visible to everyone in your workspace
Anyone can create Saved Views, but only the creator and admins can edit them.
Saved Views are also used as the foundation for creating and scheduling reports.
How to Create a Saved View
Step 1: Go to the Entities module.
Step 2: Click Add Filters and apply the filters you need
(for example: jurisdiction, status, next annual filing date, or tags).
Step 3: Once your filters are applied, click Save View.
Step 4: Name your Saved View and choose whether it should be Private or Public.
Once saved, your view can be reused across devices and sessions at any time.
💡 Example: Create a Saved View for “US entities - Due Soon” so you can quickly check deadlines without rebuilding filters each time.
Understanding Scheduled Reports
Scheduled Reports allow you to generate and send reports automatically based on a Saved View - no manual exports required.
All these scheduled reports are always based on an existing Saved Views, which defines:
Which entities are included
Which filters are applies
Reports are created and managed inside Traact and can be:
Sent immediately (“Send now”), or
Scheduled to run automatically on a recurring basis (weekly, monthly, quarterly, etc.)
When a report runs, it is delivered by email as a downloadable file (Excel, PDF, or CSV).
Each recipient only sees data they already have permission to view.
How to Create a Scheduled Report
Step 1: Go to the Entities module.
Step 2: Click the Reports tab in the top-right corner.
Step 3: Click Create New Report.
Step 4: Select a Saved View
(This defines which entities and filters the report will use.)
Step 5: Enter a report name and optional description.
Step 6: Choose who the report will be shared with.
Step 7: Select the recurrence
(for example: weekly, monthly, quarterly - or “does not repeat”).
Step 8: Choose whether the report is Private or Public, then click Create.
The report will be delivered automatically by email as a downloadable file (Excel, PDF, or CSV).
💡 Example:
Schedule a monthly report showing entities with upcoming compliance deadlines and automatically send it to your legal or finance team.
Managing Reports and Access
All reports can be managed from the Reports tab in the Entities module.
From there, you can:
View reports you have access to
Edit report details and recurrence
Send reports manually (“Send now”)
Mark reports as Inactive
Reports marked as Inactive stop running on schedule but are not deleted,serving as an archive.
Access rules
Public reports: visible to all users
Private reports: visible only to the creator
Admins: can always view, edit, or remove any report
Important Notes
Reports are always based on Saved Views
If a Saved View changes, reports using that view will reflect the update
Scheduled Reports will probably expand to other modules in the future