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:

1

Create the report you want to schedule, either a predefined report or a customized one.

2

Click the "Save" button in the top left.

3

Give the report a name; this will also be used in the email message's subject when it is sent.

4

Turn ‘Schedule to email’ on.

5

Select how often you want to receive the report: daily, weekly or every month.

6

Do you want to send a copy to other users?

7

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).