Scheduled Reports

Scheduled reports let you automate report generation so that reports are created and delivered on a recurring basis without manual effort.

Creating a Scheduled Report

1. Navigate to Reports in the sidebar.
2. Open the Scheduled Reports tab.
3. Click Create Schedule.
4. Configure the schedule:
   • Report Name — A descriptive name for the schedule.
   • Frequency — How often the report is generated (daily, weekly, or monthly).
   • Filters — Narrow the report to specific clients, projects, tags, or billable status. The same filters available for one-time reports apply here.
5. Click Save.

Configuring Delivery Targets

Each scheduled report needs at least one delivery target so the generated report reaches the right people.

• Email — Enter one or more email addresses. Each recipient receives the report as a PDF or XLSX attachment when it is generated.

To add or modify delivery targets, edit the scheduled report and update the Delivery Targets section.

Frequency Options

Frequency	Behavior
Daily	Generates a report covering the previous day. Delivered each morning.
Weekly	Generates a report covering the previous 7 days. Delivered each Monday.
Monthly	Generates a report covering the previous calendar month. Delivered on the 1st.

Skip Rules

If certain periods should be excluded, you can configure skip rules to prevent report generation on specific dates or during defined intervals. This is useful for holidays or company-wide breaks.

Managing Scheduled Reports

From the Scheduled Reports tab you can:

• Edit a schedule to change its name, frequency, filters, or delivery targets.
• Delete a schedule to stop future report generation.
• View history to see past report deliveries and their status.

Reports generated by a schedule also appear in your main Reports list, where you can download or view them at any time.