How do I schedule monthly AI spend reports?
Set up automated monthly PDF report delivery to your finance team. One-time config — Cognocient generates the report on the 1st of each month and emails it with no login required.
Goal: Finance team receives a PDF board report on the 1st of every month — spend breakdown, waste recovery, AI Efficiency Score, and AI-written narrative — without anyone having to remember to generate it.
Time: 5 minutes to configure.
Plan required: Growth plan or above. One-off reports are available on all plans.
Step 1 — Generate a one-off report first
Before setting up scheduled delivery, generate a manual report to confirm the data looks right.
Go to Dashboard → Reports → Generate AI Report:
- Select the date range (e.g., last month)
- Choose a narrative tone:
- Board / CFO — ROI framing, strategic language, efficiency score
- Technical Finance — waste categories, model costs, exact dollar recovery
- Engineering — cost-per-feature, optimization opportunities, model breakdown
- Click Generate AI Report — takes 15–20 seconds
- Download the PDF and review it with your finance team
The narrative is written by Claude using your real Cognocient data — not a template. Every report is unique to the period and reflects actual spend trends, waste recovered, and recommendations.
Step 2 — Set up scheduled monthly delivery
Go to Dashboard → Reports → Scheduled Delivery tab.
Fill in:
| Field | What to enter |
|---|---|
| Frequency | Monthly (runs on the 1st of each month) |
| Date range | Prior calendar month |
| Narrative tone | Board / CFO (recommended for finance teams) |
| Recipients | Finance team email addresses |
| CC | Your email (optional — to receive a copy) |
Click Save Schedule. The first report will be sent on the 1st of the next month.
Recipients receive the PDF as an email attachment. They do not need a Cognocient login to open it — the PDF is self-contained.
Step 3 — What's included in each scheduled report
| Section | Content |
|---|---|
| Executive summary | AI-written narrative (150–200 words) summarising what changed this month |
| Total AI spend | Month-over-month comparison with percentage change |
| Waste identified and recovered | Dollar value of waste found and addressed |
| AI Efficiency Score | 0–100 composite score — your board-level AI KPI |
| Top 5 most expensive features | Ranked by spend with investment/waste classification |
| Budget vs. actuals | Variance table for every department with active budgets |
| Top 3 recommendations | Highest-impact optimisations identified this period |
Step 4 — Update recipient list or tone
To change recipients or narrative tone, go to Reports → Scheduled Delivery → Edit. Changes take effect on the next scheduled run.
To pause delivery temporarily, click Pause on the scheduled delivery card. The schedule is preserved — click Resume to restart it.
Troubleshooting: report not received
- Check spam — the email is sent from
reports@cognocient.com - Go to Reports → Scheduled Delivery → Delivery History to confirm the report was sent and see the delivery status
- Click Resend to retry the last report for any recipient
- If PDF generation failed, see PDF report not generating
Related: Board Reports · Executive View · Prepare an AI ROI Board Report
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