What
Schedule pre-built reports to be sent (either one at a time or at a regular cadence) to teammates that need it.
Why
  • Increase visibility and alignment by sending key data directly to teammates' email inboxes.
  • Save time (and hassle) by automating a process while still making sure it gets done.
Who
  • Site admins (can schedule all reports)
  • Standard users (can schedule any report they have permission to view)
When
Give your team the information they need at the intervals they need it—without having to do extra work:
  • Example: Schedule project health reports to be sent to executives every month.

Before you start

You can schedule any of the following report types:

Schedule a report

You can view and schedule Teamwork.com-generated reports and custom reports from the reports gallery.

  1. Click More in the left navigation and select Reports.
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  2. Click a report's title to view the report.
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  3. Click the ... (ellipsis) at the top of the report.
  4. Select Schedule Report to open the scheduled reporting wizard.
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  5. Select the Schedule tab.
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  6. Give the report a name.
  7. Click Add user to select recipients for the report. Make sure to add anyone who should be receiving the report.
  8. Choose a date and time to deliver the report.
  9. Toggle on the 'Report repeats every' option to set a repeat cadence to run the report regularly. Psst! This one is optional, but we highly recommend it.    
    1. Choose a day, week, month, or custom interval.
    2. Set an end date for the schedule.
    3. Confirm the data range you wish to include with the report (e.g. last week, current week, last month, current month).   
    4. Select the file format the report will be delivered in. 📝 Available options: CSV, Excel, PDF.
    5. Click Create Scheduled Report.
    6. Click Confirm.

Your report will now be sent out on the scheduled day(s)!

View existing scheduled reports

Existing scheduled reports can be accessed via the main scheduled reports table or via the scheduled reporting wizard.

To access the main scheduled reports table, go to the main reports gallery view and select the Scheduled tab.

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The following details and options are available for each report listed in the table:

Report name
The scheduled report's title.
Source report
The report type that has been scheduled (e.g. utilization, time, profitability). 
Deliver to
A list (with avatars) of people who will receive the scheduled report.
Next occurrence
The date at which the scheduled report will next send. If the schedule has been deactivated, "Paused" will display. 
Last occurrence
The date at which the report was last issued. 
Repeat every
When the report is scheduled to send or the report's repeat interval schedule.
Until
The date the scheduled report will send until.
Data from
The data the scheduled report is based on (e.g. last week, this week, last month, this month).
Format
The format of the report (e.g. PDF, Excel, or CSV).
Creator
The name of the person who originally created the schedule.
Last updated
The name of the person who last updated the schedule.
Created on
The date at which the scheduled report was first created. 
Active status
Toggle indicating whether the schedule is active or not.
Options
Hover over the last column in the table to access the edit, download, and delete options for the report.
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🔎  Too many reports? Use filters to quickly locate specific scheduled reports.

Filter
Purpose
Search
Search for reports based on the report's name.
Creator
Show reports created by me or by everyone.
Report type
Refine the results based on report type.

Best practices

  • Automate quarterly reporting: If you have a set of data your team or executives should see every quarter, automate the report to make sure they always get what they need.
  • Monitor project health: Schedule a weekly project health report to be sent to yourself (or your team) on Mondays so that you start the week knowing where things are at.