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Distributing/Scheduling Time Reports
Distributing/Scheduling Time Reports

Streamline the reporting and distribution of time center reports by selecting recipients and creating a cadence schedule

Kelly Shee avatar
Written by Kelly Shee
Updated over a month ago

Dashboard > Time Center > Reports


Permissions

Always remember to ensure the correct people have the appropriate permissions to access your company and project materials. This can be done per individual or by applying Permission Templates.

In order to schedule Time Reports, users will need Manage permissions for Timecenter


You can schedule your Time Report distribution based on a weekly or monthly cadence. Or you can opt to distribute your report at the end of a pay period. Choose your recipients, and you've automated your report!

  1. Navigate to Time Center > Reports

  2. Click on the report's Settings

  3. Click on the Distribution tab

  4. Here you can set the Distribution Status to Active

  1. Select the Cadence and Users (recipients) for the distribution

  2. Click on Save when done


Email Time Reports

You can also email your Time Reports directly to an employee without having to load the report first.

  1. After selecting the report and the date range you wish to email, click on the Actions dropdown and select "Email Report"

  2. A new screen will open and you can select the file type (CSV, XLSX) and the recipients.


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