Stop Rebuilding the Same Report Every Month

Every month, in agencies everywhere, the same scene plays out. Export to Excel. Rebuild a pivot table you've built a dozen times. Reformat the totals row. Ask the question you asked last month.

Premium by carrier. Renewals due in 90 days. New business vs. renewals by producer. These aren't new questions. They're the same questions every month, because the answer changes, not the question. So why rebuild the question every time?

Build it once, run it again

With ennabl AI, you build a report once. The report saves and the structure stays. Next month you run it again: same layout, fresh data, in minutes instead of hours. No rebuilding, no re-explaining what you need, and no digging through someone's Downloads folder for last month's file.

Put recurring reports on a schedule

Every agency has its regulars: the Monday renewal pipeline, the monthly premium register, the weekly new-business summary. Someone has to remember to run them, every single time.

Scheduled runs take that off your plate. Put any saved report, any workflow, or any standing instruction you'd normally type into chat on a schedule: daily, weekdays, weekly or monthly, at the time you choose.

• When a run finishes, you're notified in the app, and the results can land in your email.
• Your premium register can arrive as a finished Excel file in your inbox Monday at 7 am, built from that morning's data.
• Set up "renewals expiring in the next 90 days" once, and it shows up every Monday.
• Every run is logged, so you can see the history and grab any past result.

Share it with the whole team

Share any scheduled run with your whole organization or with specific people. Teammates see the schedule, its full run history and every result, including finished Excel reports and completed analyses.

• On PTO? The report still runs, and the team still sees it.
• Someone leaves the agency? Their shared schedules pause safely, and an admin reassigns them, so the work doesn't leave with the person.
• Clear control. Only the owner can edit, pause or delete a schedule. Everyone else gets visibility without the keys.

The question didn't change. The data did. That's exactly the kind of work that should run itself, and it shouldn't be tied to one person's account.

Try it free at ennabl.ai