Scheduled Reports
3 min read
Scheduled Reports are Pro’s batch-summary email reports — daily, weekly, or monthly summaries of TrustLens activity, customer trends, and protection KPIs. Unlike per-event notifications, scheduled reports aggregate data over a configured window into a single comprehensive email. This page covers the available reports, how to configure them, and what each one tells you.
Location: TrustLens → Settings → Reports.
The Available Reports #
| Report | Default Schedule | Content Focus |
|---|---|---|
| Daily Digest | 9 AM daily | Past 24-hour activity summary |
| Weekly Protection Report | Monday 9 AM | Past 7-day summary (also available in Free) |
| Monthly Revenue Protection | 1st of month, 9 AM | Prior calendar month financial summary |
| Detection Activity Report | Configurable | Per-module signal volume and trends |
| Customer Movement Report | Configurable | Segment transitions, score changes, new customers |
| Chargeback Activity Report | Configurable | Disputes, ratios, dispute outcomes |
Schedules are fully customizable — any report can be configured for daily, weekly, or monthly cadence.
Daily Digest #
Sent every morning, recapping the past 24 hours.
Sections #
- High-risk orders placed yesterday
- Segment changes (top 10 movers)
- Disputes filed
- Card-testing events
- Customers requiring attention (current snapshot)
- Action items based on the data
Use Case #
Operations teams who want a single “what happened overnight” briefing instead of waking up to a flood of per-event alerts.
Weekly Protection Report #
The same Weekly Protection Report from the Free tier, but Pro adds:
- Per-module breakdown of detection activity
- Customer cohort analysis (new vs returning)
- Chargeback ratio per brand
- Money protected estimate
- Week-over-week comparison
Monthly Revenue Protection #
The flagship Pro report — a comprehensive monthly summary of what TrustLens did for your business.
Sections #
| Section | Content |
|---|---|
| Headline metrics | Money protected, orders held, customers blocked, disputes prevented |
| Customer segment distribution | Counts in each segment vs prior month |
| Detection activity by module | Returns, Coupons, Linked Accounts, etc. — signal counts |
| Chargeback ratio | Per-brand monthly ratios with trend |
| Card-testing summary | Lockouts, attacks, Panic Freeze events |
| Top events of the month | Biggest disputes, biggest refund customers, fraud-ring detections |
| Recommendations | Auto-generated suggestions based on the data |
Use Case #
Owner / leadership reporting, board updates, ROI documentation. The headline metrics quantify the protection TrustLens provided in dollar terms, supporting the business case for continued Pro licensing.
Detection Activity Report #
Per-module signal volume and trends. Useful for understanding which modules are doing the most work and where you might tune.
Per-Module Sections #
- Returns: signals fired, customers flagged, total refund value tracked
- Coupons: first-order coupon repeats detected, coupon-then-refund cycles
- Linked Accounts: new links detected, fraud rings identified
- Chargebacks: disputes filed, outcomes, ratio trend
- Card-Testing: lockouts, panic freezes, top attacking fingerprints
- Shipping Anomalies: address hops, country mismatches
Use Case #
Quarterly reviews for fraud teams. Helps identify which detection patterns are most effective for your store.
Customer Movement Report #
Tracks how customers move through segments over time.
Contents #
- Customers entering each segment in the window
- Customers exiting each segment
- Net change per segment
- Top promoters (Trusted → VIP)
- Top demoters (VIP → lower)
- New scored customers (just crossed minimum-orders threshold)
Use Case #
Customer success teams who want to track loyalty trends. Marketing teams who want to align with VIP cohort changes.
Chargeback Activity Report #
Deep dive on chargeback specifically.
Contents #
- All disputes filed in the window
- Per-brand breakdown
- Per-reason breakdown
- Win/loss outcomes
- Disputes in active monitoring vs resolved
- Money exposure by dispute amount
- Comparison to prior period
Use Case #
Finance / compliance teams. Pre-processor-review preparation. Anyone responsible for staying clear of monitoring programs.
Configuring a Report #
- Go to Settings → Reports
- Click the report you want to configure
- Set schedule (daily / weekly / monthly + specific time)
- Set recipient list
- Toggle which sections to include
- Save
The report generates on its schedule via Action Scheduler. Misses or delays are visible in the report log.
Custom Date Windows #
Reports default to standard windows (24 hours, 7 days, calendar month). Pro allows custom windows for one-off reports:
- Go to Settings → Reports → Generate Custom Report
- Choose report type and date range
- Choose recipient (or download immediately)
- Generate
Useful for end-of-quarter summaries, year-in-review reports, or ad-hoc fraud investigations.
Report Format #
All reports send as HTML emails with attached PDF versions for archival. The PDF is formatted for printing and easy forwarding. CSV exports of the underlying data are linked from the email — useful for downstream analysis.
Performance #
Reports run as Action Scheduler jobs. Generation is fast — most reports complete in under 30 seconds even on large stores. The data aggregation uses indexed queries against TrustLens’s customer and event tables.
If a scheduled report doesn’t arrive, check the report log first (under Settings → Reports → History) — most issues are either email deliverability or Action Scheduler stalls, not the report system itself.
Disabling Reports #
Each report can be disabled individually. To pause all reports: Settings → Reports → Pause all reports. Configurable resume date supported.
Reports vs Notifications vs Automation #
| Purpose | Best Tool |
|---|---|
| Single-event alerting | Pro notification types or automation |
| Scheduled summaries | Scheduled reports |
| Slack / webhook delivery | Automation engine |
| Custom recipients per condition | Automation engine |
| Daily morning briefing | Daily Digest report |
| Monthly leadership update | Monthly Revenue Protection report |
