Scheduled Reports That Drive Action
Scheduled Reports in Link Reporting allow firms to send the right information to the right people at the right time.
Instead of waiting for managers or team members to log in and search for the data they need, reports can be scheduled to arrive directly in their inbox. Each email contains a secure link to the live report inside Link.
Once opened, the report can be interacted with, filtered, drilled into for deeper analysis, and exported to Excel, CSV, or PDF.
This turns reporting from something people have to remember to check, into something that actively supports the rhythm of the firm.
Why Choose Link for Managing Service Performance?
Reporting only works when people actually see and use the information. Scheduled Reports help make reporting part of the firm’s operating rhythm.
Managers can set up reports so the team receives key information when they need it, without relying on manual reminders or one-off report exports.
This helps firms improve performance by keeping productivity, write-offs, WIP balances, and job progress visible across the team.
With Link, reports are not trapped inside the system. They are delivered to the people who need them, secured properly, and ready for deeper analysis whenever action is required.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Shona Wallace, DirectorSBA South Island“We were historically reactive to client work and with the data we were starting to see from Link, we quickly realised that we needed to start being more proactive around planning to become more efficient and ultimately see some dramatic changes in our KPIs.”
Stuart Lowe, Director Arcus Advisory“We had reports that were manual, basic and hard to produce - we had no reporting on WIP or job profits.
Now we have regular team performance, management reporting, greater manager oversight and importantly, higher profits.”
Terri Gamble, DirectorStrettons Chartered Accountants“We can quickly see where every team member is up to, which allows us to allocate work to the best person for the job at any given time.”
Daniel Britten, Director“Automated reporting, clearer visibility and an easier way to keep the team informed without adding administrative overhead.”
See for Yourself
Explore how Link delivers Work in Progress reporting in a live, self-guided demo.