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.
Brigette Fulton, DirectorHeaney Business Group“Since working with Link, our day-to-day operations are incredibly less stressful.”
Gemma Heaney, DirectorDrive Accounting“What attracted us to Link was how it was built specifically for accounting firms and its seamless integration with Xero Practice Manager…a standout feature for us was the ability to clearly visualise staff capacity and workflow across the entire firm.”
Emma Kenny, DirectorWiZDOM Accounting“The goals we set for lifestyle balance, early job filing and workflow efficiencies have come to fruition. The team hit 90% completion with 3+ months to spare and was fully filed a month before fiscal-year-end. This meant the team earned paid time off on Fridays from Jan–March… there was no EOFY rush.”
Andrew Lyddiard, Senior Accountant“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.”
See for Yourself
Explore how Link delivers Work in Progress reporting in a live, self-guided demo.