Power of Automation :: Schedule Timesheet export automatically.

Power of Automation :: Schedule Timesheet export automatically.

Hello Everyone,

We recently fulfilled a specific customer requirement by leveraging the Schedule Functions within Zoho Projects. Sharing the details here so that others with similar needs can benefit too.

The schedule function allows you to execute custom functions based on a specified schedule such as hourly, daily, weekly, or monthly. Here is the help document for reference.

Requirement:-

The user wants to export the Timesheet report weekly on a particular day. While we do have plans to introduce a separate feature for scheduling reports, a temporary workaround is available using the Schedule function to facilitate regular Timesheet exports.

All you need to do is schedule the frequency for how often the below custom function should be executed.

Custom function code:-

// TODO: Please create a connection for the Zoho Projects service with the scopes "ZohoProjects.Timesheet.READ"
endPointV3 = "https://projects.zoho.com/api/v3/portal/";
currentDate = zoho.currenttime;
monthFirstDate = currentDate.toStartOfMonth();
monthLastDate = currentDate.eomonth(0);
timesheetParam = Map();
timesheetParam.put("startdate",toString(monthFirstDate,"MM/dd/yyyy"));
timesheetParam.put("enddate",toString(monthLastDate,"MM/dd/yyyy"));
timesheetParam.put("exportType","xlsx");
timesheetParam.put("projId","0");
timesheetParam.put("tsfor","org");
timesheetParam.put("selected_fields","LOGDATE,TIMELOGTITLE,TIMELOGPREFIX,PROJECTNAME,PROJECTID,DAILYLOG,ALLOWED_APPROVER,USER,APPROVAL,LOGCOST,BILLING,COST_RATE_PER_HOUR,APPROVALTIME,APPROVER,TIME_PERIOD,UDF_USER1,HOURSFORCALCULATION,RATEPERHOUR,OWNERMAIL,ROLENAME,TYPE,PROJECTGROUP,MLTITLE,TLTITLE,FROMTO,TIMERNOTES,REASON");
exportTimesheetResponse = invokeurl
[
url :endPointV3 + portalId + "/timesheetExportView"
type :POST
parameters:timesheetParam
connection:"xxxxxxxxx"
];info timesheetParam;
info exportTimesheetResponse;

Make sure to replace xxxxxxxxx with Zoho Projects connection name. Screenshot of the list of parameters to be mapped and sample weekly schedule setup is attached for reference.

We hope you found this post useful. If you have any questions or wondering if your requirement could be met using custom functions, feel free to share them in the comments section below.


    • Sticky Posts

    • Automation Series: Auto-update Phase Status

      Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate your

    • Automate Timesheet Approvals with Multi-level Approval Rules

      Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated to

    • Accessibility Spotlight Series - 1

      Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespective

    • Customize User Invites with Invitation Templates

      Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with

    • Zoho Projects - Q3 Updates | 2025

      Hello Users, The final quarter of the year 2025 has begun, and we at Zoho Projects are all set with a plan. New targets to achieve and new milestones to reach, influenced by the lasting imprint of the past quarter. 2025's Q3 saw some new features and