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Distributing/Scheduling Time Reports

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

Written by Kelly Shee

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


Schedule a distribution of your Time Report on a weekly or monthly cadence, or if you prefer, at the end of a pay period. Simply choose your recipients, and you've automated your report! As well, you can share your reports at any time by exporting or manually emailing them.

Scheduling Distribution of Time Reports

To schedule an automatic distribution of your Time Report, navigate to Time Center > Reports

  1. Click on the report's Settings (gear icon)

  2. Click on the Distribution tab

  3. 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

Emailing Time Reports

You can also email your Time Reports directly to an employee without having to load the report first. This is especially handy when working with larger reports that may take time to load.

  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.

Note: The email option is available after the form is loaded as well.

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