That’s where Jugl’s Scheduled Reports Module comes in! 🚀 Instead of logging in daily to check team progress, automated reports deliver key insights straight to your inbox—helping managers, HR teams, and executives make data-driven decisions effortlessly.
With Scheduled Reports in Jugl, businesses can monitor task performance, employee engagement, and field activity without extra effort. Let’s explore how this powerful module simplifies reporting and keeps your team informed!
🔎 Why Use Scheduled Reports?
Traditional reporting methods often require manual data collection, which wastes valuable time and leads to delays in decision-making. Jugl’s Scheduled Reports solve this by automating real-time insights so you can focus on what truly matters—leading your team to success!
✅ Automate Reporting – Get performance, travel, and engagement reports delivered automatically.
✅ Enhance Productivity – Gain real-time insights without logging in daily.
✅ Monitor Workforce Engagement – Track who’s active, who’s disengaged, and who needs support.
✅ Ensure Transparency – Keep leadership informed with data-backed decision-making.
Companies that implement automated reporting reduce manual data collection by 40% and improve team accountability by 25% (Source: McKinsey).
📊 Example: A project manager receives a weekly task report to track employee performance, overdue tasks, and workload balance, ensuring projects stay on schedule.
📥 How to Set Up a Scheduled Report in Jugl
Setting up automated reports in Jugl is simple! Once scheduled, reports are generated and delivered at your chosen frequency, ensuring managers and teams stay informed without extra effort.
📂 Step 1: Go to the Reports section from the left-side panel.
📊 Step 2: Click on Scheduled Reports.
➕ Step 3: Click Create Scheduled Report +.
📌 Step 4: Choose the report type (Task Reports, Travel Log, or People Report).
📅 Step 5: Select the report frequency (Daily, Weekly, or Monthly).
👤 Step 6: Assign recipients (Managers, HR, or department heads).
✅ Step 7: Click Save, and Jugl will automatically send reports based on your settings.
💡 Pro Tip: Schedule weekly reports for project tracking and monthly reports for performance evaluations!
📊 Types of Scheduled Reports & Their Purpose
Jugl offers three powerful scheduled reports to streamline performance tracking and workforce management.
1️⃣ Task Reports: Track Employee Performance & Task Progress
📌 What It Tracks:
📍 Employee productivity, including tasks completed, status, and time spent.
📍 Overdue tasks, workload balance, and task efficiency trends.
📍 Detailed breakdown of task progress across teams and individuals.
📌 Best For:
✔ Project managers tracking team efficiency.
✔ HR teams monitoring employee workload and performance.
✔ Executives reviewing company-wide productivity trends.
📊 Example: A department lead receives weekly Task Reports to evaluate how efficiently employees complete assignments and identify workflow bottlenecks.
2️⃣ Travel Log: Monitor Employee Location & Clock-In Events
📌 What It Tracks:
📍 Clock-in and clock-out details with GPS location.
📍 Employee check-ins during sales visits, service calls, or fieldwork.
📍 Time and address logs for accurate tracking.
📌 Best For:
✔ Operations managers tracking on-site employees.
✔ Sales leads monitoring in-person client meetings.
✔ HR teams ensuring accurate attendance and remote check-ins.
📊 Example: A logistics company schedules Travel Log reports to verify that delivery drivers are following optimized routes and clocking in at assigned locations.
3️⃣ People Report: Track Workspace Activity & Employee Engagement
📌 What It Tracks:
📍 Employee activity levels, including last login and module usage.
📍 Engagement trends to identify inactive employees.
📍 User behavior insights to measure workspace adoption and efficiency.
📌 Best For:
✔ HR teams tracking employee engagement & retention.
✔ Department heads identifying inactive or disengaged employees.
✔ Executives monitoring company-wide tool adoption trends.
📊 Example: An HR manager receives monthly People Reports to analyze who hasn’t logged in recently, ensuring that all employees remain engaged with company workflows.
🚀 Why Automate Reports in Jugl?
Automated reports aren’t just about convenience—they empower leadership to make faster, smarter decisions based on real-time data.
📌 Key Benefits:
✔ Saves Time – Eliminates manual report generation for performance tracking.
✔ Enhances Accountability – Keeps employees aware of their activity and progress.
✔ Provides Actionable Insights – Helps optimize workflows based on trends.
✔ Ensures Compliance – Verifies work hours, travel logs, and employee engagement.
📊 Example: A sales manager schedules weekly reports to track rep performance and in-person meetings without micromanaging.
🎯 Best Practices for Using Scheduled Reports
🔹 Set Up Weekly Reports for Short-Term Tracking – Monitor task progress & team workload.
🔹 Use Monthly Reports for High-Level Insights – Track performance trends over time.
🔹 Encourage Transparency – Share reports with employees & stakeholders.
🔹 Combine AI with Managerial Insights – Use data + human oversight for best results.
📊 Example: A department head schedules weekly Task Reports and monthly People Reports to track both short-term productivity and long-term engagement.
🎯 Gold Catcher Takeaway: Smarter Reports, Smarter Decisions!
With Jugl’s Scheduled Reports, teams stay informed, productive, and proactive—without extra effort. Gain real-time insights on tasks, travel logs, and employee engagement, all delivered automatically. 💡
🚀 Set Up Your Scheduled Reports in Jugl Today!
Now that you know how Jugl’s automated reporting simplifies performance tracking, log in and start scheduling reports for smarter decision-making! 🎉
🔗 Try Scheduled Reports in Jugl Now! Let’s Jugl it! 🚀