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
Create your scheduled report
Name your report, select which WorkflowMAX report to automate, and specify the filter view.
Set your schedule
Choose your delivery frequency and timing that works for your team.
Add recipients
Select internal team members who should receive the report.
Customise your message
Write your email subject and body, using dynamic placeholders for personalisation.
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.
Additional features
