Docs Features
Weekly reports
Three team emails on a schedule you choose. What is due this week, which bids need a follow-up, and what nobody has acted on.
Tidy can email your team three summaries each week. Admins turn them on and choose who gets them.
| Report | Default day | What it lists |
|---|---|---|
| Weekly Bid Roadmap Report | Monday | Active bids due in the next 7 days, with client, due date, days left and assignee. Bids due within 2 days come first. |
| Weekly Follow-Up Opportunities Report | Friday | Bids with a follow-up draft waiting, and submitted bids overdue for a follow-up. Includes an Approve draft emails button. |
| Weekly Unresolved Bids Report | Wednesday | Invites nobody has accepted or declined, and open notifications, most urgent first |
Each report goes out at 7:00 AM by default. A report with nothing to say is skipped, except the roadmap, which still tells you nothing is due.
Turn one on (admins)
- Open Admin > Settings > Reports.
- On the report's card, switch Enabled on.
- Pick the Day of week and Send time.
- Under Recipients, pick teammates from Team or type any email address and press Enter.
- Click Save.
Send test report now sends one copy to you only. The card footer shows when it last sent and to how many people.
All three reports start turned off.
Statistics
For numbers rather than lists, use My Hub > Statistics. It has charts and Export PDF. Admins can switch to the Company view for company-wide figures and a leaderboard. The Opportunities board also exports to PDF or Excel.
What the agent can do
A connected agent can trigger a report to send now over MCP. It cannot change report settings.
Not available yet
No custom reports, no time zone choice, no per-person filtering, and no Slack or Teams delivery.