Schedule Reports to Email
You can schedule any Saved Report to be delivered to your email address and cc'd to your co-workers. Automatically get a report on Monday morning with all the billable hours tracked in the previous or Friday afternoon with all pending approvals.
To schedule a report:
- Create the report you want to schedule, either a predefined report or a customized one.
- Click the "Save" button in the top left.
- Give the report a name; this will also be used in the email message's subject when it is sent.
- Turn ‘Schedule to email’ on.
- Select how often you want to receive the report: daily, weekly or every month.
- Do you want to send a copy to other users?
- Click Save to schedule your report
Daily reports are sent in your local timezone at 7 in the morning and cover the previous day.
Weekly reports are sent at 7 in the morning on Monday and cover the previous week (Monday - Sunday).
Monthly reports are sent at 7 in the morning on the 1st of every month and cover the previous month.
Do not forget to set your timezone in the General Settings (Admin role required).