Custom Period Scheduling Support for Automated Reports - Trakn

Release Date: 25th May,2026

Summary of Changes

The Create Schedule form in Trakn has been enhanced to support Custom Period-based scheduling, enabling users who operate on non-standard fiscal calendars (such as 4-4-5 or 4-5-4 week patterns) to automate report delivery aligned with their business-defined performance cycles.

Roles Impacted

Operations Managers
Finance & Leadership Teams
Business Analysts
Multi-site Operators
Any users operating on custom fiscal or accounting calendars

Value Added

Eliminates manual effort required when standard month-end dates do not align with custom period-end dates.
Ensures automated reports are delivered in sync with internal financial and operational calendars.
Provides a true set-it-and-forget-it scheduling experience for organisations using 4-4-5, 4-5-4, or other custom accounting cycles.
Improves consistency and accuracy of performance insights across reporting periods.

Change Details

The "Repeat every" dropdown in the Create Schedule form has been expanded with a new "Period" option, joining the existing Day, Week, and Month recurrence types.
When Period is selected:

The system dynamically fetches pre-defined period start and end dates from the internal Custom Calendar configuration.
Users can select a trigger offset within the period, such as:

1st Weekday of the Period
Last Weekday of the Period
The schedule summary text updates dynamically to reflect the custom cycle (e.g., "Occurs every period on the Thursday day starting…").
The Create Schedule form UI has been updated to surface and support period-based inputs contextually when the Period recurrence type is chosen.
All existing recurrence options (Day, Week, Month) remain unchanged.

Assumptions & Limitations

Period-based scheduling is only available to organisations that have Custom Calendar periods configured within their Trakn environment.
If no custom periods are defined in the system, the Period option will not be available
Period trigger offsets are based on weekdays within the period; exact offset options may vary based on system configuration.

Impact

Users operating on custom fiscal calendars can now schedule automated reports that align precisely with their period-end cycles, removing the need for manual intervention and ensuring performance insights are always delivered at the right point in the business calendar.

Support

For any queries or assistance, please reach out to productsupport@wenodo.com