Naming pattern:
{account}_monthly_{YYYY-MM}
Retention: Indefinitely.
Recurring reports
Monthly report library
A running log of every monthly report sent, with its headline result, so a past month stays findable without opening a dozen files.
One row per monthly report as it goes out. The headline column is what makes this worth keeping: scanning a year of one-line summaries beats opening twelve files when you’re trying to find the month something changed.
Last modified on August 6, 2026