Report Scheduler

Using the Report Scheduler feature, you can set up automatic reports on task completion and issue statuses for a specific period. This will help you save time, as you won't need to log into the add-on again.

First, click on View (If you don't have a saved View, you need to create one):

Open

Move the cursor over the View from which you want to receive scheduled reports. An envelope icon will appear, which you need to click on:

Open

Once you click, a modal window with settings for automated reports will appear. It would be best if you filled in the required fields:

• Employees to whom you want to send reports by email

• How often do you send reports by email

• At what time and by what time zone

• Start date of the reports

Schedules can run monthly or weekly, on designated days of the week, on the first or last day of the month, or at particular times.

It should also be noted that private reports can be sent to users who do not have access to private projects, and it is their responsibility to choose the recipient.

You can also click on the drop-down list to view the sequence of dates when the reports will be sent:

There is also a toggle that we can use if we want to turn off the scheduled emailing of the report:

Next, click Save. Now, the selected users will receive reports at the specified time.

If everything is done correctly, an icon will appear next to the view name to show that the Report Scheduler is set up. When you hover over it, you'll also see information about the period when reports are sent and whether automatic reports are enabled: