Skip to main content

How do I create and schedule reports?

View agency and/or project reports. Download your management, invoicing, financial reports... and schedule their delivery.

Updated over 2 weeks ago

โœ… Scheduling reports is only possible with the pro subscription.

๐Ÿ”“ Permissions required
Team: Manage report templates

Project: View reports, manage reports, download files

Reading time

2 min

Setup length

3 min

Steps

2

I/ Create and download a report

Go to Reports > Reports > Team Reports or Project Reports.
Choose a report, for example "time per week".
You can configure the report layout in config for layout, choice of graphic charter or show/hide cover page.

report

Then click download.
โ€‹
- Choose PDF if you want to download it AND schedule it
- Choose Excel if you want to download it without planning it
โ€‹
The launch preview button is simply used to update the report if it is not refreshed.
It's done ! ๐ŸŽ‰

II/ Plan the automated sending of the report

To schedule it, you have to download it a first time and then go to the Scheduled Reports tab. Here you will find all the reports downloaded in PDF format.
โ€‹
Click on Schedule or on the options "..." > schedule, depending on the report you want.

send report


Select the start date for sending, the frequency, the recipient(s) then save.

schedule report


It's done ! ๐ŸŽ‰
You have scheduled your report.
Scheduled reports will have the next send date.

reports

To edit, click on the "..." options and then select your action.

edit report

This is it ๐ŸŽ‰

Did this answer your question?