Routine Reports

Save any question as a report. Schedule it to land in your inbox, or run it on demand whenever you need a fresh copy.

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Every Routine Report runs one of two ways:

• Scheduled. Runs daily, weekly, or monthly, and emails you the result.
• On demand. Saved and ready to run whenever you want it.

Routine Reports only report. To repeat a job that takes actions, such as charging invoices or sending reminders, use a Routine Workflow.

Create a Routine Report

1

Ask Alti the question

For example, "show me everything more than 30 days overdue, by customer." Alti runs it against your live data and shows the result as a preview.

2

Save it

Under the preview, click Save as Routine. Choose Create scheduled report to run it on a schedule, or Save as on demand task to run it whenever you want.

3

Confirm

Alti shows what you are saving. For a scheduled report, that includes when it runs, in your timezone, and who gets the email. Approve, and it is saved.

Alti will offer. After an answer that would still be useful next week, Alti often asks whether you want it on a schedule. Saying yes is the fastest way to set one up.

Reports worth running

Report	Ask Alti	Run it
Week in review	"Summarize my week: aging, what I collected compared with last week, my top overdue customers, and cards about to expire."	Weekly
Overdue and aging	"Break down my overdue balance by aging bucket, and list the customers with balances over 60 days."	Weekly
Payment failures	"Show last week's failed payments by payment method, with the top decline reasons."	Weekly
Chargebacks	"List any chargebacks from the last 30 days, with the customer, amount, and reason."	Weekly
Late-payer drift	"Which customers are taking longer to pay than they used to?"	Monthly
Client hours (Analytics)	"Which clients' recorded hours dropped compared with their usual?"	Monthly
Client profitability (Analytics)	"Which clients' margins moved most this month, and which are below my average?"	Monthly, or on demand before a client review

Analytics reports need Analytics access on your plan. See Who Can Access Analytics.

Scheduled or on demand

	Scheduled	On demand
When it runs	Automatically, on your cadence	Only when you ask it to
Emails you the result	Yes, by default	No
Counts toward your 5 scheduled slots	Yes	No
Run now	Not available. It runs on its schedule	Yes

Run an on-demand report

1

Open your routines

In the left sidebar, click Alti, then Routines, and open the On-demand tab.

2

Run it

Click Run next to the report. Or click See details, then Run now.

Schedule options

• Daily, at an hour you pick
• Weekly, on a day you pick
• Monthly, on the 1st, or on any day from the 2nd to the 28th

Runs default to 8:00 AM in your account's timezone, and Alti confirms the local time before saving. Daylight saving is handled for you. Routines start on an hourly check, so an 8:00 AM report runs at the first check at or after 8:00.

Why the 28th? Capping the monthly day at 28 means your report never skips a month that has no 29th, 30th, or 31st.

What you get

Every run, scheduled or on demand, is a finished report:

• Headline numbers with the change since the last period
• What changed, in plain sentences, so you know where to look first
• Charts that show the trend
• Tables you can download

Get your results

By email

On by default for a scheduled report, sent to whoever created it. Add up to 5 teammates, or turn email off. The email is the report itself, not a link.

In the app

Every run is saved on your Reports page. See Open a report in the app.

In chat

Ask Alti to show you a report's latest run, and it opens right in the conversation.

As a file

Ask for a CSV or XLSX for anything you'll open in Excel, or a PDF for a polished report to forward. Say so when you set it up, for example "and save the full list as a CSV." Files are on the report page and attached to the email.

Open a report in the app

1

Go to Reports

In the left sidebar, click Alti, then Reports. Every run is listed with when it ran and its status.

2

Open the menu

Click the ⋮ next to the report you want.

3

Open the report

Click Report details. The full report opens, with its charts and tables.

Reports go to your team only. Every recipient must be a user on your Alternative Payments account. To share with an outside accountant or bookkeeper, add them to your team first. See User Roles.

Limits

• 5 scheduled reports running at once across your account. On-demand and disabled reports don't count.
• 20 routines per person, Routine Reports and Routine Workflows combined.
• Up to 5 email recipients per report.
• Up to 1,000 rows in a single file export.

When you hit the 5-slot limit, Alti shows you which scheduled reports are running and offers to disable one. Disabling frees the slot and can be undone. Deleting cannot, so disable unless you mean to remove it.

Who can do what

	Read-Only	Member	Sub-Admin	Administrator
See every report and its results	Yes	Yes	Yes	Yes
Create, edit, disable, delete a report	No	Yes	Yes	Yes

Everyone on your team can see every routine, labelled with who made it. A report always runs as the person who created it, so its data and default recipient stay theirs even if someone else edits it.

Good to know

• Every change is confirmed. Creating, editing, and deleting a report all stop on a confirmation card first.
• Keep a one-off answer. To save a single result without re-running it, open Download under the preview and click Save as report.
• Results are kept for 30 days. Ask Alti to keep a run and it holds onto that result for good.
• A failed run says so. If a run fails, Alti tells you, instead of showing a stale or empty result.

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