Schedule monthly alerts and reports more flexibly

We are introducing enhanced monthly scheduling options for alerts and subscriptions in Marfeel Compass. This update gives you precise control over when you receive your monthly reports and notifications, with new options that better match your business workflows.

What’s New

You can now schedule monthly alerts using two flexible approaches:

  1. Day of the week scheduling: Set alerts for specific weekday occurrences, such as the first Monday, second Tuesday, or fourth Friday of each month. This is helpful for aligning reports with recurring team meetings or monthly reviews that happen on predictable weekdays.

  2. Last day of month: Schedule reports for the final day of each month, regardless of whether it falls on the 28th, 29th, 30th, or 31st. This ensures you always receive end-of-month data at the right time.

Improved Interface

The scheduling interface has been redesigned to make these options clearer and more accessible. When setting up a monthly alert, you can now:

  • Choose between weekday-based or date-based scheduling with a simple dropdown
  • Select from intuitive options like “First Monday” or “Day 15”
  • Quickly switch between scheduling methods without recreating your subscription

Real-World Use Cases

  1. Monthly reporting cycles: Schedule board reports for the first Friday of each month to align with executive meetings
  2. End-of-month analytics: Automatically receive performance summaries on the last day of every month
  3. Recurring stakeholder updates: Set up analyst briefings for the third Thursday to match standing appointments
  4. Billing period alignment: Time reports to specific days that match your organization’s fiscal calendar

This update maintains all existing monthly subscriptions. Your current schedules will continue working exactly as before, with the new scheduling options available whenever you create or modify subscriptions.