Tip of the Week: Scheduled Reporting with Quick Schedule
Tip of the Week: Managing Non-Billable Matters
1 min read

Tip of the Week: Scheduled Reporting with Quick Schedule

Share:
1 min read

Need to send out reports automatically and regularly? Look no further than TimeSolv’s Quick Schedule feature on the new reports! This week’s Tip of the Week will guide you on this powerful tool that allows you to create and manage report schedules with ease.  

Create Schedules in a Flash

To get started, simply create a new report using TimeSolv’s New Reports functionality. Once you’ve designed your report, navigate to the Report Schedules tab. Here, you can quickly set up a schedule to send the report out immediately or periodically. 

Choose Your Schedule

  • Immediately: Send the report right away, bypassing the scheduled run time. 
  • Periodically: Select a daily, weekly, or monthly schedule and specify the desired time for the report to be sent. 

Customize Your Delivery

  • Publish To: Choose to send the report to an email address or an FTP site. 
  • Output Format: Select either PDF or Excel for the report’s output. 

Manage Your Schedules

All schedules created using Quick Schedule are listed on the Standard Reports Dashboard under Manage Schedules. This gives you full control over your reporting process. 

Important Notes:

  • Report schedules created from New Reports are automatically disabled when the user who created them becomes inactive. 
  • If an inactive user with schedules is reactivated, the schedules will not automatically turn on. You’ll need to activate them manually. 

Quick Schedule

Start Scheduling Your Reports Today

Quick Schedule is a valuable tool for automating your reporting tasks and ensuring that critical information is delivered on time. Give it a try and see how it can streamline your workflow. 

Stay up to date with the latest articles, educational resources, and news

Subscribe to our newsletter

You might also like

Tip of the Week Managing Non-Billable Matters

Tip of the Week: Managing Non-Billable Matters

This week, let’s talk about Non-Billable Matters—those projects that don’t add to the...
Lawyer writing the budget allocation.

How to Build and Manage a Law Firm Budget for Long-Term Profitability

A detailed law firm budget provides essential guardrails for your law firm’s finances,...
Tip of the Week Manage Active Matters

Tip of the Week: Manage Active Matters

Do you have a growing list of active matters that's starting to feel overwhelming?...
past due invoice rubber stamped as paid on white paper

How to Write a Past Due Invoice Email: Templates & Examples

Every law firm knows the frustration of waiting on overdue payments. You’ve put in the...
A male paralegal standing by the window with a notebook and pen in hand.

The Ultimate Attorney Billing Cheat Sheet

Paralegals typically supplement a lawyer's efforts when preparing for cases, taking on...
5 Ways TimeSolvPay Streamlines Your Invoicing and Payments

What Does a Court Clerk Do? Key Roles and Responsibilities

The comings and goings of a busy courthouse may leave visitors asking, “What does a...
Tip of the Week Simplify Payments with the TimeSolvPay Client Portal

Tip of the Week: Simplify Payments with the TimeSolvPay Client Portal

For firms looking to streamline their billing and payment processes, the TimeSolvPay...
Tip of the Week Mastering Interest Calculations

Tip of the Week: Mastering Interest Calculations

Managing client payments can be a challenge, especially when it comes to handling...
Tip of the Week: Managing Task Codes

Tip of the Week Managing Task Codes

Task codes are a crucial component of TimeSolv, providing a detailed breakdown of the...
A close-up of a finger touching a glowing icon of legal scales

Effective PR for Law Firms: 7 Strategies for Success

Every law firm looks for ways to attract clients, build credibility, and establish a...
Get Started with TimeSolv