Schedule Your Reports to Deliver Automatically

Never Miss a Project Update Again

No more Monday morning scrambles to pull reports. Schedule Reporting delivers the right data to the right inboxes automatically so you can focus on the work, not the reporting.

Key Features

Flexible scheduling options

Choose from daily, weekly, monthly, or annual delivery schedules with customisable timing to match your team's workflow.

Filtered report views

Select pre-defined filtered report views filtered by job manager, date ranges, or custom criteria to send only the most relevant data.

Customisable email content

Personalise email subjects and body text with dynamic placeholders like report name, filtered view name, and generation time.

Team distribution

Send reports to multiple internal team members and staff simultaneously, ensuring everyone stays informed.

Centralised Management

View all scheduled reports in one place, edit schedules, manage recipients, and disable reports as needed.

How It Works

1

Create your scheduled report

Name your report, select which WorkflowMAX report to automate, and specify the filter view.

2

Set your schedule

Choose your delivery frequency and timing that works for your team.

3

Add recipients

Select internal team members who should receive the report.

4

Customise your message

Write your email subject and body, using dynamic placeholders for personalisation.

5

Activate and forget

Your reports are delivered straight to your inbox with a secure download link - no login or manual steps required.

Common Use Cases

Weekly project updates

Monday 7 am: Every project manager has their job progress report waiting in their inbox. No chasing, no excuses.

Monthly financial reviews

1st of the month: Leadership wakes up to profitability reports ready for review.

Daily timesheet tracking

4 pm daily: Team leads see exactly who's at capacity before tomorrow's allocations.

Client billing preparation

Friday afternoon: Client-filtered reports land, ready for Monday invoicing.

100,000+

Users worldwide trust WorkflowMAX to track and manage their jobs.

WorkflowMAX is essential for our business. It's intuitive, easy to use, and makes us much more efficient in charging projects correctly.

Andrew S.

Episode Two

50% Less Admin Time

Spend less time on admin work, more on valuable client work.

We moved back and the team actually loves using it—billing is faster and we can see margins live.

Darlene Robertson

Principal, Surveying & Engineering Firm

100,000+

Users worldwide trust WorkflowMAX to track and manage their jobs.

It’s the same soul with better bones—job costing, timesheets, and invoicing finally work as one.

Floyd Miles

Implementation Partner

Built for Professional Services

Purpose-built for accountants, architects, engineers, and consultants – not retrofitted from generic project management software.

WorkflowMAX has made a huge difference to how we run our projects. A great system backed by great support. Highly recommended.

Rob P.

MAF Associates

Any questions?

Which reports can I schedule?

You can schedule any WorkflowMAX report with your preferred filters applied, including job reports, timesheet reports, and profitability reports.

Can I send reports to clients or external contacts?

Currently, scheduled reports can only be sent to internal team members and staff within your WorkflowMAX account. External recipient support is planned for a future update.

What file format are the reports delivered in?

Reports are currently delivered as CSV files, which can be opened in Excel, Google Sheets, or any spreadsheet application.

How long are the download links valid?

For security purposes, download links expire after three days. Recipients should download their reports within this timeframe.

Can I edit or pause a scheduled report?

Yes. You can edit schedules, add or remove recipients, or disable any scheduled report at any time from the centralised management view.

How do I enable Scheduled Reporting?

Scheduled Reporting is available for Advanced plan subscribers. Contact our support team to enable the feature, or start your free 14-day trial to test it out.

Additional features

FEATURES

Estimating and quoting

Xero and QuickBooks integration

Customisation

Time tracking

Document management

Reporting and dashboard

Invoicing

Lead manager

Job management

INDUSTRIES

Architects

Engineers and designers

Building and construction

Business consultants

Creative agencies

INTEGRATIONS

Xero

Airwallex

Suitefiles

QuickBooks

Google Drive

Box

Hubspot

Dropbox

EzzyBills

Resources

Visit the blog

Watch a webinar

Implementation options - coming soon

Find a partner

WorkflowMAX academy

Visit the help centre

Contact sales

Contact support

FAQs

Stop chasing reports. Start making decisions.

Scheduled Reporting

Configure once, deliver forever. Your team gets the insights they need straight to their inbox, without you lifting a finger.

Never Miss a Project Update Again

No more Monday morning scrambles to pull reports. Schedule Reporting delivers the right data to the right inboxes automatically so you can focus on the work, not the reporting.

Key Features

Flexible scheduling options

Choose from daily, weekly, monthly, or annual delivery schedules with customisable timing to match your team's workflow.

Filtered report views

Select pre-defined filtered report views filtered by job manager, date ranges, or custom criteria to send only the most relevant data.

Customisable email content

Personalise email subjects and body text with dynamic placeholders like report name, filtered view name, and generation time.

Team distribution

Send reports to multiple internal team members and staff simultaneously, ensuring everyone stays informed.

Centralised Management

View all scheduled reports in one place, edit schedules, manage recipients, and disable reports as needed.

How It Works

1

Create your scheduled report

Name your report, select which WorkflowMAX report to automate, and specify the filter view.

2

Set your schedule

Choose your delivery frequency and timing that works for your team.

3

Add recipients

Select internal team members who should receive the report.

4

Customise your message

Write your email subject and body, using dynamic placeholders for personalisation.

5

Activate and forget

Your reports are delivered straight to your inbox with a secure download link - no login or manual steps required.

Common Use Cases

Weekly project updates

Monday 7 am: Every project manager has their job progress report waiting in their inbox. No chasing, no excuses.

Monthly financial reviews

1st of the month: Leadership wakes up to profitability reports ready for review.

Daily timesheet tracking

4 pm daily: Team leads see exactly who's at capacity before tomorrow's allocations.

Client billing preparation

Friday afternoon: Client-filtered reports land, ready for Monday invoicing.

100,000+

50% Less Admin Time

100,000+

Trusted by 100,000+ Professionals
Across 150+ Countries