Send automatic, excel spreadsheet, reports of your workflow entries every once in a while according to your choice, and share it automatically with any email address you'd like!

For example: 

  • Send the Expenses Reimbursement Form's entries every two weeks at 10am to payroll department's email address
  • Send the New Leads Form's entries on the last day of each month at 2pm to the VP Sales' email address
  • Send Personal Information Update Form's entries every week, starting from 4/5/2019, to the HR manager's email address

Choose from plenty of options:

Decide what employee custom fields will be added to the report:

What's the benefit?

Save time on exporting entries manually by sending entries automatically to the right personals within your company so you can create a complete automated process easily and quickly. Once everything's set up, it will look something like that:

Create your workflow > assign it to employees > receive entries > manage status and notes for each entry > have employees automatically notified for changes and updates > receive or send an automated report of all entries, statuses and columns according to your settings

How to enable auto reports?

  • On your dashboard, access a workflow page
  • Click on Options > Settings
  • On the settings menu, choose auto reports
  • Check the Enable auto report box
  • Choose when to send the report
  • Choose who will receive the report
  • Decide if you wish to include managers columns in the reports (statuses, notes and persons) 

Auto reports are available in the Expert plan and above

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