Create scheduled compliance report tickets for each client

Your scheduled client reports lack assigned tasks and due dates, so coordinators miss follow-ups. It creates tickets with due dates and owners, ensuring reports start before the next run.

Overview

Recurring report schedules often generate ambiguous work that slips past the next reporting cycle; this flow turns each scheduled entry into an assigned ticket with a due date so coordinators and IT can act. It converts passive schedule rows into tracked tasks, ensuring reports are started and handed off ahead of the next run.