Automate report requests based on schedule

Set up recurring reports Receivables Aging, Job Cost and WIP, and Missing Timesheet

What is it? 

A system feature that automatically generates and emails reports based on your specified schedule. Instead of manually running reports, you can configure them to be sent automatically to team members daily, weekly, or monthly.

Why does it matter?

Automated report scheduling helps organizations:

• Ensure timely delivery of critical business information
• Save time by eliminating manual report generation
• Maintain consistent reporting schedules
• Keep relevant team members informed automatically
• Track important metrics like aging receivables, project costs, and timesheet 

How does it work?

1. Navigate to Setup Files > Report Setup > Recurring Reports
2. Select from these available reports:
   • Receivables Aging Report: Shows outstanding customer balances by age
   • Job Cost And Work In Progress Summary: Displays project costs and status updates
   • Missing Time Report: Lists employees with incomplete timesheets
   • Missing Time Sheet Reminder Messages: Automates timesheet completion notifications
3. Click the Edit icon next to your chosen report.  This will bring up the Recurring Reports Form for the selected report. 
   
   
4. Set your schedule:
   • Choose Once Monthly and select a specific day, OR
   • Choose Selected Days of Week and check the desired day(s). 
5. Configure email settings:
   • Compose Email Notes to accompany the report using the rich text editor
   • Select recipients:
     • Staff are listed under "No Access to"
     • Use arrow buttons (>) to move staff to "Access to" column
     • Use arrow buttons (<) to remove staff from distribution
6. Click Save to activate your automated report schedule