# Send Scheduled Reports to Slack

- URL: https://betteranalyst.com/docs/slack/scheduled-reports
- Updated: 2026-11-12
- Author: Better Analyst

Deliver scheduled task results by email and/or Slack DM, post them to a Slack channel, and see where each run was delivered.

Scheduled [tasks](https://betteranalyst.com/docs/tasks/scheduling) can deliver their results by email, as Slack DMs, and to a Slack channel, in any combination.

![A Weekly sales review posted to #sales with a headline and bullets, and the full report in the thread](https://betteranalyst.com/screenshots/product/slack-agent/scheduled-report-window.webp)

Long reports post a short summary to the channel, with the full report in the thread.

## Choose How Results Are Delivered

Open a team task, select **Schedule**, and fill in:

1. **Who should receive the results?** The teammates who get the report. If you pick nobody, only you receive it.

2. **How should the results be delivered?**

   - **Email**
   - **Slack DM**: people who haven't connected their Slack account get an email instead.

3. **Also post to a Slack channel**: pick a channel Better Analyst has been added to.

![The Schedule task dialog with recipients, Email and Slack DM options, and a Slack channel picker](https://betteranalyst.com/docs/slack/scheduled-reports/schedule-delivery-light.png)

Choose at least one way to deliver the results. Slack delivery is available for team tasks when Slack is connected.

If Email is off and a report can't reach anyone in Slack (for example, the channel was archived), Better Analyst emails the task owner so the report isn't lost.

## Private Projects

A task in a [private project](https://betteranalyst.com/docs/teams/private-projects) can't post to a Slack channel; send it as a direct message to people who can see the project instead. If a task's project is made private later, its channel destination is removed and the run says it wasn't posted.

## What a Slack Report Looks Like

- Short reports are posted in full.
- Long reports post a headline and a few key points, with the full report as the first reply in the thread.
- Charts and files are added to the thread.
- The task owner can reply in the thread, mentioning @Better Analyst, to ask a follow-up.

## Test a Report

Select **Test** in the schedule dialog. Better Analyst runs the task now and sends the results only to you, the way you chose: by email, and as a preview in your Slack DM if Slack delivery is on.

## When a Run Fails

- The channel gets a short notice that the report couldn't run.
- The task owner gets a DM (or an email if their Slack account isn't connected) with a link to the task.
- If email is on, email recipients get a failure notice too.

The owner also gets a DM if a report couldn't be posted, for example when Better Analyst was removed from the channel or a data source isn't enabled for Slack.

## See Where Each Run Went

The task's **Recent runs** list shows where each run was delivered.

![Recent runs showing Emailed, Slack DM, and Posted to channel for each run](https://betteranalyst.com/docs/slack/scheduled-reports/run-history-light.png)

Channel reports can only use data sources your admin enabled for Slack. Slack DMs follow the same rules as DM questions, checked for each recipient.

## Post Dashboard Updates to a Thread

A team dashboard with a refresh schedule can also post to Slack. In the dashboard's **Schedule** settings, choose a channel under **Post updates to Slack**.

- The first scheduled refresh posts the dashboard's name to the channel, which starts the dashboard's thread.
- Each scheduled refresh after that replies in the same thread with the refresh time and an **Open dashboard** link, so the channel gets one thread per dashboard.
- Manual refreshes don't post. If no new data arrived, the reply says so.
- Choosing a different channel starts a new thread there. To start a fresh thread in the same channel, choose **Don't post to Slack**, save, then choose the channel again.
- If someone deletes the thread's first message, Slack keeps the thread under a “This message was deleted” placeholder and updates keep posting there.

The update is a link, not the data, so anyone opening it needs access to the team's workspace in Better Analyst. Mentioning @Better Analyst in the thread works like any other thread: it answers from the data sources your admin enabled for Slack, not from the dashboard.
