Schedule Reports to Email

You can schedule any Saved Report to be delivered to your email address. For example, get a report on Monday morning with all the billable hours that were tracked in the previous or a report on 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 is will also be used in the subject of the email message when it is sent.
Turn ‘Schedule to email’ on.
Select how frequently you need it: daily, weekly or monthly.
Click Save to schedule your report

Daily reports are sent at 7 in the morning in your local timezone 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!).

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us