Automated Reporting
under review
George
We would like the ability to have pre-set reports run and sent to our email based on a recurring schedule.
Log In
B
Bernard Bravo
It will be great if views and reports presented in the dashboard can also be sent via email as attachment or embed and scheduled.
Lincoln Lemos
Bernard Bravo Have you tried getnicheup.com ?
Lily Chan
Lily Chan
Lily Chan
Lily Chan
Merged in a post:
Monthly client reporting
Melissa Lord
Every month I send reports to our retainer clients showing them what time we spent on what tasks. Need to be able to select a project and dates and then export all time tracked, grouped by task, with a total at the end. Currently the total time on any task is exported for every instance of work on that task, so totaling the column doesn't work. Also, total time in hours would be much more helpful than milliseconds. Thank you!
Lily Chan
Merged in a post:
📄 Exportable progress reports for clients
Ash
I'm requesting the ability to export a progress report to send to clients (who aren't willing to sign in as CU guests).
I've tried Reporting-area exporting, but this doesn't include progress % or priority. (The ability to save report settings would be helpful as well.)
Exporting views comes closer (progress % + priority + saveability), but somehow the tasks' parent projects aren't included in any View export (even on the Business plan).
(By the way, 2.0 is a dream come true — I feel like singing from the rooftops. You've built the project management tool to top them all, and you continue to top yourselves. 👏)
Lily Chan
Lily Chan
under review
Lily Chan
R
Rachel Passman
This is a feature that would be very useful. It seems like there should be a relatively simple way to be able to send automated weekly reports based on specific lists / tasks or even spaces and folders.
Another variation would be to take a 'view' that you've already filtered exactly what you want to see and have that be emailed automatically.
Not only could this be an extremely useful internal tool for project management as others mentioned, but also as an external tool for clients/stakeholders to track progress of items or share important upcoming dates/deadlines.
Please find a way to add email weekly report automations!
Lincoln Lemos
Rachel Passman Have you tried getnicheup.com ?
Load More
→