Scheduled and Automated Report Delivery from Zoho Projects

Scheduled and Automated Report Delivery from Zoho Projects

Zoho Projects has useful reports including task reports, timesheet summaries, and workload charts. However, there is currently no way to schedule these reports to be automatically delivered to stakeholders on a recurring basis.

This means:

  • Project managers have to manually generate and email reports every week or month
  • Clients and senior stakeholders who are not active users of Zoho Projects never get proactive updates
  • Reporting becomes a manual chore instead of an automated process

What we're requesting:

  • The ability to schedule any report in Zoho Projects to be automatically generated and emailed to selected recipients on a daily, weekly, or monthly basis
  • Options to send to both internal users and external email addresses (for client reporting)
  • PDF and CSV format options for the delivered report

Zoho CRM already supports scheduled reports. Zoho Analytics supports scheduled dashboards. Zoho Projects being the odd one out here is a noticeable gap, especially for teams managing client-facing projects where regular reporting is a contractual requirement.

Please consider adding this. It would save significant manual effort for every project manager using the platform.