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Fundraising and raising capital is hard. Dakota makes it easier.
Plenty of fundraisers have a recurring ritual: log in on Monday morning, re-run the same saved report, and scan it for what changed. Others know they'll need a specific PDF on a specific day, like the morning of a meeting, and have to remember to generate it right before.
In this article, we'll walk through how report subscriptions and scheduled PDF delivery in Dakota Marketplace put those tasks on autopilot, and how to set them up so the right information lands in your inbox when you need it.
What Report Subscriptions and Scheduled PDFs Actually Do
Every report in Marketplace now has a Subscribe button, letting you set up automatic daily, weekly, or monthly email delivery instead of logging in and re-running the same saved report yourself. It works on any report type, whether that's accounts, contacts, or investments, so if you're tracking new family offices, consultant contact changes, or fundraising news for your territory, it gets pushed to your inbox on the cadence you choose.
Alongside that, you can now schedule a PDF to land in your inbox exactly when you want it, not just export one on the spot. Instead of generating a PDF of an account or report right now, you can set it to be emailed later, say, the morning of a meeting that's a month out, so the right document is already sitting in your inbox when you need it.
4 Ways to Use Report Subscriptions in Dakota Marketplace
Use It to Replace Your Weekly Manual Report Check
If you re-run the same report every week just to catch what changed, a subscription does that work for you. One user, watching a live demo of the Subscribe button, said he does exactly this by hand every Monday morning, and recognized right away that the button replaces his weekly routine. Pick the report you check most often, subscribe to it on a weekly cadence, and let Marketplace come to you instead.
Watch a walkthrough of report subscriptions to see how the Subscribe button works.
Use It to Track New Accounts Automatically
Subscriptions work best on reports built around things that change, like newly added accounts. One user named the subscribe and push email feature as one of the two things he appreciated most during his business review, and planned to subscribe to the new family office accounts report right after the call. A report of new accounts in your coverage area, delivered on a schedule, means you see new targets as they appear rather than whenever you next remember to look.
Use It to Have the Right PDF Ready Before You Need It
Some documents matter at a specific future moment: ahead of a meeting, a renewal, or a board update. Scheduling a PDF lets you set it once and forget it, so the right document is sitting in your inbox when the moment arrives instead of something you have to generate in a rush. If you have a meeting on the calendar next month, you can schedule the account PDF for the morning of that meeting today.
Use It to Keep a Close Eye on Your Coverage Reports
Coverage reports are exactly the kind of thing worth getting on a schedule. One firm asked about this kind of "subscribe to report" capability months before it existed, specifically to track changes to their consultant coverage reports. If you maintain a report that tracks the consultants or allocators you cover, subscribing to it means changes come to you.
Put Your Recurring Reports on a Schedule
Every report you re-run by hand is a task Marketplace can take over. Subscribe to the reports you check most, choose daily, weekly, or monthly delivery, and schedule PDFs for the moments you know you'll need them.
Book a demo of Dakota Marketplace to see report subscriptions and scheduled PDFs set up for your coverage.
FAQs
How do I subscribe to a report in Dakota Marketplace? Every report has a Subscribe button. Click it and choose daily, weekly, or monthly email delivery.
What types of reports can I subscribe to? Any report type, including accounts, contacts, and investments.
Can I schedule a PDF to arrive at a specific time? Yes. Instead of exporting a PDF on the spot, you can schedule it to be emailed later, such as the morning of a meeting.
Where will I manage my subscriptions and scheduled PDFs? A consolidated Deliveries page (My Profile > Deliveries) is rolling out next, giving you one place to manage both subscribed reports and scheduled PDFs.
