Schedule reports to clients

3 min read · Updated 3 Jun 2026

Point a report at a client's inbox and forget about it. WBSync sends a branded PDF on the schedule you set — every Friday morning, the first of the month, whatever the meeting needs — with your logo on it, not ours.

The "just send me a weekly" button

Most clients say it and mean it. A schedule turns any of your reports into a standing email so you're never the bottleneck on a Friday afternoon.

Set one up

Open Reports → Schedules

Choose the report you want sent — a progress PDF, a portfolio rollup, whatever you'd export by hand.

Pick a frequency and recipients

Daily, weekly or monthly, with the send time that suits the meeting. Add as many email recipients as you like — including people outside WBSync.

Save

WBSync builds and sends the PDF on cue. The client sees your company's logo and colours on the cover, courtesy of white-label branding.

Send times follow the project's working calendar. A "weekly" report lands at the same time each week so it becomes a fixture your client can rely on.

What next?

Make every client PDF carry your identity: White-label branding →

Frequently asked

Can I send to people who don't use WBSync?

Yes. Recipients are just email addresses, so clients and stakeholders outside your account receive the PDF directly.

Whose branding is on the scheduled PDF?

Yours. Scheduled reports carry your company's logo and colours via white-label branding — the client never sees WBSync's identity.

What can I schedule?

Any report you'd otherwise export by hand — a progress PDF, the portfolio rollup, and more — on a daily, weekly or monthly cadence.

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Schedule reports to clients

The "just send me a weekly" button

Set one up

What next?

Frequently asked

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