Overview
Scheduled reports automatically generate and distribute time tracking reports on a recurring basis without manual intervention. This automation ensures stakeholders receive timely insights and eliminates repetitive report creation tasks.
Common Report Schedules
Daily
- Yesterday's hours by team
- Missing timesheets alert
- Overtime notifications
- Project burn rate updates
Weekly
- Team utilization summary
- Project progress reports
- Timesheet completion status
- Top projects by hours
Monthly
- Department time allocation
- Client billing summaries
- Budget vs. actual comparisons
- Quarterly trend analysis
Period-End
- Payroll ready reports
- Billing period summaries
- Quarterly business reviews
Key Features
Scheduling Options
- Specific days/times
- Frequency (daily, weekly, monthly)
- Time zone consideration
- Holiday skip options
Distribution
- Email delivery with attachments
- Shared drive uploads
- API webhooks
- Dashboard links
- PDF for professional presentation
- Excel/CSV for analysis
- HTML email summaries
- Custom branded templates
Recipients
- Individual stakeholders
- Distribution lists
- Role-based delivery
- Conditional recipients
Benefits
- Eliminates repetitive manual tasks
- Ensures consistent reporting cadence
- Provides timely insights
- Reduces reporting delays
- Increases data visibility
- Enables proactive management
Use Cases
Project Managers
Monday morning report showing prior week's progress
Finance
End-of-month client billing summaries
HR/Payroll
Pre-payroll timesheet status alerts
Executives
Weekly operations dashboard
Best Practices
- Start with few critical reports
- Schedule at times stakeholders prefer
- Use clear, descriptive subject lines
- Include summary in email body
- Attach detailed data as file
- Review report relevance quarterly
