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Get the necessary reports automatically sent to your email (Personalization -> Regular exports). Regular reports are based on saved filters, you can send e.g.

  • tasks for this week
  • invoices for the last month
  • unapproved timesheets
  • timesheets to clients for the last month, etc.

Reports can run with frequency

  • daily (always in the morning)
  • weekly (always on Monday morning)
  • monthly (choose the day of the month)

You can have reports sent in the following formats:

  • pdf
  • xls
  • csv

See how to set up regular reports: