Weekly Status Updates (Summary-Only Email)

Weekly status updates provide clients with a short summary of time allocation and utilisation for the past week.
These reports are sent as email text only — no attached files.

Overview

Each update shows:

• Total hours used for the week
• Breakdown by account or project
• Utilisation percentage for the period

They keep clients informed without waiting for full month-end reports.

Steps

1. Open the Time Allocation Reports page
   Go to Client Invoicing → Reports → Time Allocation Reports.

2. Select a date range

   • Example: 1 September – 7 September.
   • The system displays client utilisation for that period.

3. Calculate the report

   • Choose the relevant client.
   • Click Calculate Report.
   • Wait until the status changes to Created.

4. Email the summary

   • With the report highlighted, select Email Status Update → Apply.
   • The system emails the summary in the body text to the client contact(s).
   • No attachments are included.

Notes

• Status updates are date-based — select the exact week you wish to send.
• Each update is logged internally for audit.
• These summaries complement full monthly reports but do not replace them.