How do I schedule automated report delivery from Zoho Projects?

Zoho Projects has limited built-in scheduling for reports. Some data, such as timesheets, can be exported on a schedule, but full report delivery by email is better handled through Zoho Analytics. Connect Zoho Projects to Analytics, build the report or dashboard there, and schedule it to be emailed to your team. Check the current Projects help pages for new scheduling options.

Project managers often want a weekly status report sent automatically to clients or leadership. Inside Zoho Projects, check the reports and timesheet modules for export or schedule options on your plan. These features are being added over time, so look for a schedule option before building a workaround.

Zoho Analytics offers a connector for Zoho Projects that syncs projects, tasks, milestones, issues and time logs. In Analytics, you can build reports such as overdue tasks by owner or hours by project, and schedule them as email attachments or links at the frequency you choose. Recipients can include people who are not Projects users.

For simple needs, a Deluge function triggered on a schedule can also gather data through the Projects API and email a summary. This needs some scripting. If you would rather have a reporting pack set up, Flowpeak can build Projects dashboards in Zoho Analytics and schedule them for you.

Written by Flowpeak, a Zoho implementation partner. Zoho pricing and features change, so confirm current details on the official Zoho site. Free checklists | Ask us a question