Slack

With Report Pundit, you can schedule reports to Slack

How to Connect Slack with Report Pundit

This guide walks you through connecting your Slack account to Report Pundit and configuring it so scheduled reports are delivered to your Slack channels.


Before you begin, make sure:

  • You have admin or sufficient permissions in the Slack workspace.

  • You have access to Report Pundit Settings.

  • Slack is already set up and active for your team.


Step 1: Open Slack Settings in Report Pundit

  1. Log in to Report Pundit.

  2. Navigate to Settings.

  3. Select Schedule Settings.

  4. Click on Slack Settings.

This section is where all Slack integrations and schedules are managed.


Step 2: Add Your Slack Account

  1. In the Slack Settings page, click Add Account.

  2. You will be redirected to the Slack OAuth authorization page.

This step allows Report Pundit to securely connect with Slack.


Step 3: Authorize Slack Access

  1. From the OAuth screen, select the correct Slack workspace.

  2. Review the requested permissions.

  3. Click Allow.

Once authorized, Slack confirms the connection and redirects you back to Report Pundit.


Step 4: Confirm Successful Connection

  • After authorization, your Slack account will appear as Connected in Slack Settings.

  • This confirms that Report Pundit can now send data to Slack.

If the account does not appear, refresh the page and recheck the connection.


Step 5: Add the Report Pundit Bot to a Slack Channel

This step is mandatory for scheduled reports to be delivered.

  1. Open Slack.

  2. Go to the channel where you want reports to be posted.

  3. Click the channel name → Integrations / Apps.

  4. Add the Report Pundit bot to the channel.

Without adding the bot, scheduled reports will not be delivered—even if the Slack account is connected.


Step 6: Use Slack as a Schedule Output

Once the bot is added:

  • You can select Slack as the delivery destination while creating or editing a scheduled report.

  • Choose the channel where the Report Pundit bot has been added.

Reports will now be automatically posted to Slack based on the schedule you set.


Common Issues & Fixes

Issue

Resolution

Slack not receiving reports

Ensure the Report Pundit bot is added to the channel

Wrong workspace connected

Remove the account and reconnect with the correct workspace

Permission error

Reauthorize Slack and click Allow

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