Scheduled Report Email Direclty Download Link or attachment
it would be great to have a link to directly download the PDF and Excel Export, it would save a good amout of time when you have to archive 20-30 and send them to clients. Alternatvily, it would be nice to have the option in the Report scheduler to send the reports as attachments directly in the Email notificaion. that way we could skip the Download all togehter, that would also give us the option to send the reports directly to the Client instead of being in the middle.
Erick Johnson
shared this idea
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Alexander Seitz
commented
Hi Atera team,
The current “Schedule Report” feature for timesheets is very limited. While it sends an email notification, that message only links back to the classic report screen with the preset date range — not to an actual PDF or Excel file. From there, users still need to:
• Manually select the customer
• Export the report
• Rename and organize it for invoicingThis makes automation feel more like a reminder than a real time-saver.
💡 Suggested improvements:
1. Scheduled timesheets should be delivered as:
• A PDF or Excel file attachment via email
• Or a direct download link to the actual export file
2. Additionally, when reports are generated via the website, Atera only shows a single pop-up for download. If that pop-up is accidentally closed or blocked by the browser, there is no way to retrieve the generated file again.
→ Please implement a central “Downloads” section within Atera, where users can find and download all generated reports (e.g. timesheets from the last 30 days). This would be a huge improvement for managing multiple exports, especially in a billing context.This request is not about advanced reporting or dashboards – just about fixing a basic and essential workflow for time tracking and billing. Thanks for considering it!