459
Automated Reporting
George
We would like the ability to have pre-set reports run and sent to our email based on a recurring schedule.
Log In
Activity
Newest
Oldest
Daphna Caplan
This would be AMAZING
Luci N.
open
Hey, everyone! Thank you for following along on this post and providing your feedback!
To keep everyone informed, we've updated the status of this Canny post to reflect current product initiatives.
We are prioritizing enhancements that will encompass the most usability amongst all our users.
This request is still very much on our radar and the ClickUp team will keep this post up to date when we have more to share regarding this feature in the future!
Katie Allan
Has this been implemented yet? I would find this so useful to have automated email reports for time tracked during a specified period.
Pierre Becher
Katie Allan: Hi Katie, you could achieve this by building an external reporting solution that pulls the relevant data via API + visualize it in Spreadsheets, Data Studio, Databox or any other similar tool + set up an automation to send it via email to relevant stakeholders. We have built various custom reportings for clients. If you like to discuss a solution in more detail, please reach out at pierre@neworkflow.co
Brenton Chappell
Would love to be able to set this up. We use clickup to manage tasks and manage people. Many of which work from home and complete time sheets in clickup. Being able to have those timesheets come through each week via email is going to help to complete the purpose of using clickup.
Lisa Onkes
We would love this but not just send to our email... Best: send it to our clients email!
Right now we are writing manually down a report each week... Would be great to get an automated email to them with tasks accomplished last week.
Pierre Becher
Lisa Onkes: Hi Lisa, you could achieve this by building an external reporting solution that pulls the relevant data via API + visualize it in Spreadsheets, Data Studio, Databox or any other similar tool + set up an automation to send it via email to relevant stakeholders. We have built various custom reportings for clients. If you like to discuss a solution in more detail, please reach out at pierre@neworkflow.co
R
Renat G
This is a great one. Especially, when you need to share progress reports to clients who do not have a ClickUp account.
Looks like the feature is planned as of 2 weeks ago.
Meanwhile, here is the automation I use (dogfooding).
Send screenshots in Slack.
Send screenshots via email.
You just need to copy the dashboard link, and that's it!
Zach
planned
CK Wong
It is important to set up an email schedule to send daily or weekly report to the managers on what tasks are being completed, in progress, to do of each member.
Elmar Hilber
I miss that feature too.
Chais Meyer
Looking forward to this, so that I don't have to manually check tracked times on specific projects, folders or lists.
Load More
→