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.
Andrew Lyddiard, Senior AccountantSBA South Island“It's much easier to see where we are up to as a business, where individual jobs are at and also where the individuals are up to — performance is at our fingertips.”
Stuart Lowe, DirectorLemonade Beach“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.”
Cameo Ashe, DirectorLoren Nancke CPA“Day to day, the practice now has a much clearer picture of what needs attention. "I can quickly see what jobs need reviewing so that we can complete and invoice. Simply having the numbers at hand helps to be more engaged in improving the business.”
Candace Nancke, Partner“We realised that we'd be able to track that data over long periods of time for specific clients, making it easier for the team to figure out our results.”
See for Yourself
See what connected workflow, live capacity and reporting could look like in your firm. Explore Link’s click-through demo at your own pace. No email required. No sales pitch. Just you and the product.