Scheduled Reports - Teamwork Support

✔ Available on Scale subscriptions ¹ Request a demo

✔ Available on Scale subscriptions ¹

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.

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.

You can schedule any of the following report types:

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

Click More in the left navigation and select Reports.
Click a report's title to view the report.
Click the ... (ellipsis) at the top of the report.
Select Schedule Report to open the scheduled reporting wizard.
Select the Schedule tab.
Give the report a name.
Click Add user to select recipients for the report. Make sure to add anyone who should be receiving the report.
Choose a date and time to deliver the report.
Set a repeat cadence to run the report regularly. Psst! This one is optional, but we highly recommend it.

Select the file format the report will be delivered in.
📝 Available options: CSV, Excel, PDF.
Click Create Scheduled Report.
Click Confirm.

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

Existing scheduled reports are listed in the scheduled reporting wizard.

The following details are displayed for each report:

Report name	The report's title.
Report schedule	When the report is scheduled to send or the report's repeat interval schedule.
Recipients	A list (with avatars) of people who will receive the report.
Creator	The name of the person who originally created the report.
Active status	Toggle indicating whether the schedule is active or not.

Report name	The report's title.
Report schedule	When the report is scheduled to send or the report's repeat interval schedule.
Recipients	A list (with avatars) of people who will receive the report.
Creator	The name of the person who originally created the report.
Active status	Toggle indicating whether the schedule is active or not.

🔎 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 my or by everyone.
Report type	Refine the results based on report type.

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

Existing scheduled reports are listed in the scheduled reporting wizard.

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.

_{1. Also available on legacy
subscriptions:
Enterprise.}

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