{"id":5895,"date":"2020-10-02T06:20:52","date_gmt":"2020-10-02T06:20:52","guid":{"rendered":"https:\/\/clockify.me\/help\/?p=5895"},"modified":"2026-04-23T08:51:02","modified_gmt":"2026-04-23T08:51:02","slug":"scheduled-reports","status":"publish","type":"post","link":"https:\/\/clockify.me\/help\/reports\/scheduled-reports","title":{"rendered":"Schedule report"},"content":{"rendered":"\n
Who can use this feature?<\/span>
<\/rect><\/mask><\/path><\/g><\/svg>Workspace owners and admins<\/span><\/div>
<\/rect><\/mask><\/path><\/g><\/svg>Pro or Enterprise plan<\/span><\/div><\/div><\/div>\n\n\n\n

Receive custom reports by email each day, week, or month. <\/p>\n\n\n\n

When you filter and share some report, you can also specify for it to be sent by email to you or anyone else in your account so they always receive the latest tracked information for that or previous day, week, or month.<\/p>\n\n\n\n

<\/rect><\/mask><\/path><\/g><\/svg>Note<\/span><\/div>
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Scheduled reports is a paid feature, which you can enable by\u00a0upgrading<\/a>\u00a0your workspace to Pro or Enterprise plan.<\/p>\n<\/div><\/div>\n\n\n\n

Steps to schedule report<\/h2>\n\n\n\n
<\/rect><\/mask><\/path><\/g><\/svg>Note<\/span><\/div>
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Only Owner and Admins can create Scheduled reports.<\/p>\n<\/div><\/div>\n\n\n\n

To schedule a report:<\/p>\n\n\n\n

    \n
  1. Go to any report<\/li>\n\n\n\n
  2. Apply necessary filters you wish the report to have (e.g. filter by user, client, etc.)<\/li>\n\n\n\n
  3. Choose a relative date range (e.g. This Week, Last Month, etc.)<\/li>\n\n\n\n
  4. Click Share icon<\/li>\n\n\n\n
  5. Name a report (this name will be used in emails, on the page of the report, and in exports)<\/li>\n\n\n\n
  6. Choose recipients<\/li>\n\n\n\n
  7. Choose how often you wish to receive the report (daily, weekly, or monthly)<\/li>\n\n\n\n
  8. Click Create link<\/strong><\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    Reports 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