Steps to schedule report<\/h2>\n\n\n\n
To schedule a report:<\/p>\n\n\n\n
- \n
- Go to any report<\/li>\n\n\n\n
- Apply necessary filters you wish the report to have (e.g. filter by user, client, etc.)<\/li>\n\n\n\n
- Choose a relative date range (e.g. This Week, Last Month, etc.)<\/li>\n\n\n\n
- Click Share icon<\/li>\n\n\n\n
- Name a report (this name will be used in emails, on the page of the report, and in exports)<\/li>\n\n\n\n
- Choose recipients<\/li>\n\n\n\n
- Choose how often you wish to receive the report (daily, weekly, or monthly)<\/li>\n\n\n\n
- Click Create link<\/strong><\/li>\n<\/ol>\n\n\n\n
![\"\"](\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2020\/11\/scheduled-rep.png\")
<\/figure>\n\n\n\nReports with custom date ranges can’t be scheduled and only admins can schedule reports.<\/p>\n\n\n\n
You can see all your scheduled reports on the Shared reports page. Reports that are sent to email will have the scheduled<\/strong> tag next to them. <\/p>\n\n\n\n
You can turn scheduling on\/off for existing shared reports from the Shared reports page, by clicking on the three dots next to to a report. <\/p>\n\n\n\n
Admins can choose for the report to be sent only to themselves, or select other users in their Clockify workspace.<\/p>\n\n\n\n
Receive scheduled reports via email <\/h2>\n\n\n\n
- \n
- Daily <\/strong>emails are sent each day according to the recipient’s Day start<\/strong> setting in Profile settings<\/a><\/li>\n\n\n\n
- Weekly<\/strong> emails are sent at the beginning of each week according to the recipient\u2019s Week start in Workspace settings and Day start setting in Profile settings<\/li>\n\n\n\n
- Monthly <\/strong>email are sent each 1st of the month, and according to the recipient’s Day start<\/strong> setting in Profile settings<\/li>\n<\/ul>\n\n\n\n
Email content<\/h3>\n\n\n\n
- \n
- Name of the report<\/li>\n\n\n\n
- Exact dates for which the report is sent<\/li>\n\n\n\n
- The total tracked time and breaks and how much of it is billable (as calculated at the moment the email is sent). If you don’t want the email to display billable time, make sure Don’t show amount<\/strong> is selected before you share the report.<\/li>\n\n\n\n
- The link to the live time report<\/a> for more information (always shows the relative range you’ve saved)<\/li>\n\n\n\n
- Direct links to download the report as PDF, CSV, and Excel (download will be for the dates from the email)<\/li>\n<\/ul>\n\n\n\n
If there’s a new total because you’ve added or edited existing timesheets, the email will contain outdated information, but the link will display the current information.<\/p>\n\n\n\n
If you’ve locked the dates in the report, the download links from the email will respect the locked dates (e.g. if you’ve saved Yesterday<\/strong> and locked the date, each earlier email will point you to the same download, i.e. yesterday).<\/p>\n\n\n\n
![\"\"](\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/03\/scheduled-email11.png\")
<\/figure>\n\n\n\nEmail reports to people outside Clockify<\/h3>\n\n\n\n
If you wish others to receive a scheduled report, you’ll need to set up email forwarding.<\/p>\n\n\n\n
You’ll need to create a filter in your email client for emails that contain the subject you need, and then create a rule for those emails to be forwarded to another email.<\/p>\n\n\n\n
For example, you can filter a report by client, name the report ClientX Weekly Report <\/strong>and schedule it to be sent once a week, and then create a filter and rule for those email to be sent automatically from your inbox to the client’s email address.<\/p>\n\n\n\n
How to set up email forwarding for: Gmail<\/a> \/ Outlook<\/a> \/ Mail (Mac)<\/a><\/p>\n\n\n\n
\nRelated articles<\/h3>\n\n\n\n
- \n
- Filter reports<\/a><\/li>\n\n\n\n
- Export reports<\/a><\/li>\n\n\n\n
- Share reports<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"Receive custom reports by email each day, week, or month. When you filter and sh…","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[26],"tags":[],"class_list":["post-5895","post","type-post","status-publish","format-standard","hentry","category-manage-reports"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"aleksandar.olic","author_link":"https:\/\/clockify.me\/help\/author\/aleksandar-olic"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/5895","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/comments?post=5895"}],"version-history":[{"count":45,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/5895\/revisions"}],"predecessor-version":[{"id":27308,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/5895\/revisions\/27308"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/media?parent=5895"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/categories?post=5895"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/tags?post=5895"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Export reports<\/a><\/li>\n\n\n\n
- The link to the live time report<\/a> for more information (always shows the relative range you’ve saved)<\/li>\n\n\n\n
- Weekly<\/strong> emails are sent at the beginning of each week according to the recipient\u2019s Week start in Workspace settings and Day start setting in Profile settings<\/li>\n\n\n\n
- Daily <\/strong>emails are sent each day according to the recipient’s Day start<\/strong> setting in Profile settings<\/a><\/li>\n\n\n\n