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As a business manager, it is important to view time-entry reports to understand where billable hours are being allocated. Currently, generating these reports every day is very time-consuming and inefficient.
How often would you use this request?
I would use this every day. I would like email reports for several metrics. |
Make sure that you have the toggle switch for new reports turned on:
Select the criteria for the report and click the Generate button. For Date fields, you can specify dynamic values such as as first day of current month and last day of current month to run the report for the current month, last month, current week, etc:
Once the report is generated, click on the clock icon from the toolbar to schedule email delivery:
Set the Time Type to Periodically to schedule the report on recurring basis. Specify additional details for the schedule such as frequency, recipients, and the report format.
The system will generate the report on the specified intervals and email it to the recipients in the selected format.