Cloudica: How to Send Daily Reports via Email

How to Send Daily Reports via Email

Once you’ve saved your Task Reports, you can send your Daily Report—an essential feature for Remote Users to record and share detailed information about their workday—via email to your Manager/s.

This guide will walk you through the steps for sending your Daily Reports, ensuring that your Manager receives a complete summary of your activities, including time spent on various tasks and applications.

Steps to Send Your Daily Report via Email

After saving your Task Reports, the Email Button will become visible in the header of the Daily Reports Drawer. To send your Daily Report via email, follow these steps:

Ensure all Task Reports are created and saved in your Daily Reports Drawer.
Click the Email Button located in the Daily Reports Drawer header.
Select the recipient(s) from the list by checking the box next to their name.
Click the Send button.

If your Manager is not listed as a recipient, follow the troubleshooting steps in the next section.

What to Do if Your Manager is Not Listed

If your Manager does not appear in the list of email recipients, they need to adjust their Email Notification settings. Here’s how to resolve this:

1. Ask your Manager to log in to their Cloudica Dashboard.

2. Have them navigate to Settings > Email Notifications.

3. Ensure that the following settings are enabled:

User Daily Report is toggled ON.
Your name is checked in the list of users they want to receive reports from.

4. Make sure they click Save to apply the changes.

Once these settings are configured, your Manager should appear in your email recipient list.

For more detailed instructions, read our guide on How to Set Up and Use Email Notifications.

How to Send Your Report to External Contacts

You can send your Daily Reports via email to external contacts outside your organization by following these steps:

Ensure that all Task Reports are created and saved in your Daily Reports Drawer.
Click the Email button located in the Daily Reports Drawer.
In the email modal, enter the recipient’s email address below the Managers’ checkbox section.
Press Enter to add the email to the recipient list.
Repeat steps 3 and 4 to add multiple external recipients.
Click the Send button to email your report.

What Your Manager Receives in Their Email

When your Manager receives your Daily Report email, it will include the following key information:

66ed12e09deb7Image - user daily report email.png

Username of the sender (you).
A Cloudica Dashboard link that directs the Manager to the Virtual Workspace.
The Daily Report Date.
Timesheet Report, including:

Worked Time
Idle Time

Task Reports, displaying:

Title
Summary
Application name
Screenshots
Any notes provided by you.

Why Send Your Daily Reports via Email?

Sending your Daily Reports via email offers several benefits:

1. Easy Communication

By emailing your reports, you ensure that your Manager is informed of your daily progress without them having to log in to Cloudica™. This simplifies communication and keeps them in the loop.

2. Detailed Insight

Emailing detailed Task Reports provides your Manager with clear insight into how you’ve spent your time, the tasks you’ve completed, and any challenges you’ve encountered—all backed up with screenshots and summaries.

3. Record-Keeping

Sending reports via email creates an additional record for both you and your Manager, ensuring that important work details are accessible anytime.

4. Time Management

Managers can review your work at their convenience, allowing them to offer more timely feedback or assistance without having to request updates directly.

By following these steps, you can easily keep your Manager updated with comprehensive Daily Reports via email, ensuring that both you and your Manager are aligned on work progress and performance.