Schedule a Productivity Report

Productivity

Use Schedule Report on the Productivity page to generate a daily email report on productivity. The report is convenient for managers who don't have a login to the app or who prefer not to login daily to check Productivity. The option is a simplified Notification and always produces a Daily Report on Productivity.

Schedule a Productivity report

Start by selecting Schedule Report above the Productivity list to view any existing Productivity Reports.

Schedule productivity reports list — List of scheduled reports

On the reports list:

Press Add Report to add a new report.
Press the Edit icon to edit an existing report.
Click the View link to view the email recipients.
Select reports and press Delete Report to remove them.

Add or edit a reportAdd or edit a report

When you add or edit a report, the following form appears:

Add or edit a productivity report — Specify email report recipient(s) and choose groups and/or individuals to report on

Notification Name - Enter a unique name for the notification.
Receipients - Enter one or more email addresses.
Report on Group - Select one or more groups or individuals within a group to report on.

Note that:

There are no conditions to choose: the report is automatically based on daily rated activities.
The email frequency is always Daily.

Remove a reportRemove a report

On the Productivity page, press Schedule Reports to open the Schedule Productivity Reports list.
In the Report list, select the report or reports to remove.
Press Delete Report at the top of the panel.
At the confirmation prompt, press Yes, Delete.
Press Close to exit the reports list.