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M
mikem8
June 13, 2024
Question

Quickbooks time: automated project reporting

  • June 13, 2024
  • 1 reply
  • 0 views

Is it possible to schedule (or automate) a project/timesheet report on a weekly/regular basis?

  • to be delivered to my account (or my associated email address)
  • with regular project filters (i.e. projects I'm assigned to)
  • running range (i.e. project start date to the date of the report running?)

 

Please advise.

thank you.

1 reply

C
CamelleT
June 13, 2024

The importance of automating project reports and filtering them to specific areas is crucial for optimizing efficiency and productivity within your business operations, Mike. I will provide further insights about the possibility of the functionality you're looking for.

 

In QuickBooks Time, the available Schedule Reports you can run for now are Scheduled vs Worked and Tardies. Since the specific report customization you're seeking is currently unavailable, I suggest sending your suggestion about this to our Product Development Team. Your input is valuable as it helps us improve our product. Here's how you can send one:

 

  1. Click the Question Mark icon in the upper right corner.
  2. Select Suggest Idea.



  3. Enter your recommendation or comments in the Idea box.
  4. Hit the Send Idea button.


 

Your feedback matters to us, and we appreciate you taking the time to share your thoughts. It's through insights like yours that we can continue to improve our services and satisfy the needs of our users. If there are other aspects of running or customizing reports in QuickBooks Time that you'd like to explore, please feel free to leave a reply here. I'm here to assist you every step of the way.

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