Hubstaff makes it easy for organizations to view and schedule business reports on a recurring basis through email (PDF or CSV format). This feature can be useful for bookkeeping purposes, sending clients and stakeholders information by scheduled email, or if certain members of your team oversee the performance and attendance of employees.

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How to schedule a report

Click on Reports on the left panel. Select the relevant report you wish to have sent on a scheduled basis. In this example, we are using the Time & Activity report. Click on the Schedule button.

A pop-up dialogue will appear, allowing you to configure the details of your scheduled report.

• • Name: This is the custom name given to the scheduled report you are creating, for your own referencing purposes.
  • Email address: This is the email address to which the report will be sent.
  • Message: This is the body text of the email that the recipient will receive containing the report.
  • File type: You can choose to have the report delivered in either PDF or CSV format.
  • Date range: This is the time period the report will cover.
    • Today
    • Yesterday
    • The last 7 days
    • This week
    • Last week
    • The last 2 weeks
    • This month
    • Last month
  • Delivery frequency: This is how often the report will be emailed.
    • Daily
    • Weekly
    • Bi-weekly
    • Monthly
  • Delivery time: This is the time the email will be sent.

You have the option to choose Send Preview to receive a sample report in your email, or you can click on Schedule & Save to set up the scheduled report.

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How to edit a scheduled report

From the side menu, go to Reports > Customized reports. All scheduled reports can be found here with saved time & activity reports.

Select Actions against the relevant report. Click Edit Report from the drop-down menu that appears.

The report will appear, allowing you to adjust the filters as needed. Once you have made your changes, click the Save button for easy access or to schedule delivery. You will have three options:

• • Save changes: This will update the report settings.

  

• Save as copy: This feature enables you to generate a new report that incorporates any changes you’ve made. You can also choose whether to schedule this new report with the updated changes and apply the new settings for the scheduling process.

• • Delete: This action cannot be undone. You will receive a message to cancel or confirm the deletion.

Edit the scheduled report settings

You can edit the existing scheduled report settings, such as changing the email address for the scheduled report, customizing the message, selecting the file type, and setting the delivery frequency, among other options. The only detail that cannot be modified is the report name.

From the side menu, go to Reports > Customized reports.

Select Actions against the relevant report. Click Edit Schedule from the drop-down menu that appears.

A new window will appear where you can adjust the schedule settings and save the changes.

How to pause a scheduled report from being sent

Click on Reports from the main navigation menu. Select the Customized reports option. Select Actions against the relevant report. Click Pause from the drop-down menu that appears.

You can confirm your scheduled report is paused by checking the status column. The Paused label confirms your scheduled report is currently paused and will not be sent.

How to resume delivery for a scheduled report

Click on Reports from the main navigation menu. Select the Customized reports option. Select Actions against the relevant report. Click Resume delivery from the drop-down menu that appears.

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How to delete a scheduled report

Click on Reports from the main navigation menu. Select the Customized reports option. Select Actions against the relevant report. Click Delete from the drop-down menu that appears.

A pop-up dialog will appear. Click the Delete button to confirm. This action cannot be undone.