Scheduled Reports are part of vWork's Report feature, a standard feature of vWork. They are useful for providing regular PDF or CSV formatted reports by email to management, customers, and other key stakeholders with minimal effort and time. Once a Scheduled Report is set up, it is automatically generated and emailed; you don't need to do anything else to keep your stakeholders updated with the latest information in a standardized format.

In this article

This article explains how to create and edit a Scheduled Report. You can schedule any standard report or saved favorite report that provides past, current, and planned activity in vWork. 

Topics include:

• Set up Scheduled Reports
• Edit a Scheduled Report

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Set up 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 Frequency and select how often the report should be generated.
   
   
   
   
9. Click in each of the filter fields to select the filters you want to use.
   You can filter by:
   • Template
   • Customers
   • Workers
   • 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 don't need to change the filter setting.
     
     
     
     
10. Click in the Recipients field and enter the emails of the people you want to email the report to.
    Note: You can enter more than one email address. Separate email addresses with a space or comma.
    
    
    
    
11. Click 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 ,
   Or
   Click to remove the Scheduled Report.