Report lifecycle

Definition, saved configuration, snapshot, export, schedule, and delivery.

Objects

Report definition declares available metrics.
Saved report stores user filters.
Export fixes data at generation time.
Schedule runs in a selected timezone.
Delivery has its own status and attempt history.

Security

Recipients and schedule owners need access to the underlying data. Export must not bypass row or workspace restrictions.

A note on availability

Features depend on plan, role, connected marketplace, and data readiness. ProfitVena does not replace primary marketplace statements or regulated accounting and legal records.

Report lifecycle

Objects

Security

Related documentation