Scheduled Reports Overview

WorkGuru allows you to schedule reports to be sent to specific recipients at a required schedule via email. This automates the distribution of point-in-time reporting to staff who need it, especially if they don't require permissions to access reports directly.

A report schedule is made up of three components:

• Report Source - You can select both standard and custom reports, inclusive of which report filters are required. Reports can be delivered as email text or attached as a PDF or CSV format.
• Recipients - You can send the report to one or many recipients. Currently reports can only be sent to your current active users.
• Schedule - When and how often do you want to send the report.