Reports Settings
4 min read
The Reports settings tab configures TrustLens’s scheduled email reports — the Weekly Protection Report (Free) and Pro’s daily, monthly, and custom reports. This page covers how to configure each report’s schedule, recipients, content, and delivery format.
Location: TrustLens → Settings → Reports.
The Reports List #
The tab lists every configurable report:
- Weekly Protection Report (Free)
- Daily Digest (Pro)
- Monthly Revenue Protection (Pro)
- Detection Activity Report (Pro)
- Customer Movement Report (Pro)
- Chargeback Activity Report (Pro)
Each has a row with enable toggle, schedule indicator, recipient count, and an Edit button.
Per-Report Settings #
Clicking Edit opens the report configuration page. Common settings across reports:
| Setting | Description |
|---|---|
| Enabled | Master toggle for this report |
| Schedule | Frequency (daily / weekly / monthly) and day/time |
| Recipients | Comma-separated email addresses |
| Subject prefix | Optional prefix for subject line (e.g. “[TrustLens]”) |
| Sections included | Toggles for each report section |
| Date range | Override the default date window for the report |
| Format | HTML / Plain text / Both |
| Attach PDF | Whether to include a PDF version of the report as attachment |
Schedule Options #
Daily Reports #
Configurable time of day. Default 9 AM store timezone. Run-time precision: typically within 5 minutes of the scheduled time (Action Scheduler tick-dependent).
Weekly Reports #
Day of week + time of day. Default Monday 9 AM.
Monthly Reports #
Day of month + time. Default 1st of month at 9 AM. For shorter months, last day is used if you configure 30 or 31.
Custom Reports #
One-off reports for arbitrary date ranges. Generated on demand, not scheduled.
Recipients #
Different reports can have different recipient lists:
- Daily Digest: ops team inbox
- Weekly Protection Report: ops + fraud team
- Monthly Revenue Protection: ops + fraud + leadership
- Chargeback Activity: finance + compliance
Each report’s recipient list is independent. Add or remove emails per-report without affecting others.
Section Toggles #
Most reports have multiple sections you can include or exclude. Examples:
Weekly Protection Report #
- Score movement summary (default on)
- Top risk customers (default on)
- Detection activity (default on)
- Chargeback activity (default on)
- Card-Testing summary (default on)
- Recommended actions (default on)
Monthly Revenue Protection #
- Headline metrics (default on)
- Segment distribution (default on)
- Per-module detection (default on)
- Chargeback ratio (default on)
- Top events (default on)
- Recommendations (default on)
Disable sections you don’t want in the report. Useful for tailoring to specific audiences.
Custom Date Ranges #
Most reports default to standard windows (24 hours for Daily, 7 days for Weekly, prior calendar month for Monthly). To run a one-off report on a custom range:
- Go to Reports → Generate Custom Report
- Choose report type
- Set date range (start and end)
- Choose recipients (or download immediately)
- Click Generate
The report generates synchronously for small ranges and asynchronously for large ones (you’ll receive an email when ready).
HTML vs Plain Text vs Both #
| Format | Best For |
|---|---|
| HTML | Most cases. Rich formatting, charts, color-coded badges |
| Plain text | High deliverability, accessibility, plain-text-only mail clients |
| Both | Multipart email — clients pick their preferred format |
PDF Attachments #
Optional PDF versions can be attached to scheduled reports. The PDF:
- Renders the full report in a print-friendly layout
- Includes a header with store name and report period
- Can be forwarded, archived, or printed
PDF attachments add to email size — for stores with strict email size limits or where archival isn’t needed, disable.
Sender Identity #
All reports use the same sender configured in Settings → Notifications. Customize the sender name and email there if you want reports to come from a specific identity (e.g. “Store Operations <[email protected]>”).
Report Log #
Every scheduled report generation is logged:
- Timestamp
- Report type
- Recipients
- Delivery status (sent / failed)
- Generation time
Useful for confirming scheduled reports are firing. Most missing-report issues are deliverability (email getting filtered) rather than generation failures.
Pause All Reports #
For periods when you don’t want reports (holidays, migrations, planned downtime), use the “Pause All Reports” master toggle. Optional resume date supported — reports auto-resume on that date without manual intervention.
Report Performance #
Reports use indexed queries against TrustLens’s customer and event tables. Generation time:
- Daily Digest: < 5 seconds typical
- Weekly: 5–30 seconds depending on store size
- Monthly Revenue Protection: 30–60 seconds on large stores
- Custom long-range reports: Up to a few minutes for year-over-year on million-customer stores
Generation runs in Action Scheduler so it doesn’t block any user-facing flows.
Restoring Defaults #
Each report’s settings page has a “Restore Defaults” button that resets only that report’s configuration. Useful for undoing experimentation without affecting other reports.
