Scheduled Reports enable you to automatically generate and email any report to all relevant stakeholders following a regular schedule.  Scheduled Reports are part of vWork's Report feature, a standard feature of vWork.

In this article

• The benefit of using Scheduled Reports
• How to set up your Scheduled Reports
• Edit a Scheduled Report

The benefit of using Scheduled Reports

Scheduled reports are useful for providing regular reports by email to management, and other key stakeholders, on a regular basis and with minimal effort and time.

Once a report is set up no more work is required to make sure that those people interested in the report receive it on a timely and regular basis.

You can schedule any standard or saved favorite report to show past, current, and planned activity in vWork. 

How to set up your Scheduled Reports

To set up Scheduled Reports:

1. Go to Reports>Scheduled Reports to open the Scheduled Reports page.
   This is where your saved Scheduled Reports are listed.
   
   
2. Click Add New Scheduled Report to open the Create Schedule Report page.
   
   
   
   
3. Click Select Report to Schedule and choose the report. 
   The reports you can select from are all the standard reports and any favorite reports you have saved.
   
   
   
   
4. Click in Format to select the format for the report: PDF or CSV. 
   Note: The default format is PDF.
   
   
5. Click Schedule Name and enter a name that describes the report.
   Note: This name is used to find the report in the Scheduled Report list and is also used in the subject line of the email.
   
   
   
   
6. Click Time Range and select from one of the pre-defined options.
   Note: The article What are the default Time Range options in vWork Scheduled Reports explains these options in more detail.
   
   
   
   
7. Select the date and time you want to schedule the first report for in the First Report fields.
   This is when the first report will be created.
   
   
   
   
8. Click in Frequency and select how often the report should be generated.
   
   
   
   
9. Click in each of the filter fields to select what filters you want to use. You can filter by Template, Customers, Workers, and Job Status. For more information about filters please read the article: How to run a report using Run Now.
   Note: The default setting for all filters is All. If you want to include all data for each of these filters you do not need to change their setting.
   
   
   
   
10. Click in the Recipients field and enter the emails of the people to who the report is to be emailed.
    Note: You can enter more than one email address. Separate email addresses with a space or comma.
    
    
    
    
11. Click Create to save the scheduled report.

Edit a scheduled report

You can easily update or delete a scheduled report.

1. Go to Reports>Scheduled Reports to open the Scheduled Reports page.
   
   
2. Click the name of the report you want to update or delete. This opens the Edit Scheduled Report page.
   
   
   
   
3. Make the changes you want and click Update,
   Or
   Click Delete to remove the Schedule Report.