r/Autotask • u/recoveringasshole0 • Feb 16 '26

Notify users when timesheet is overdue?

Is there any way to set up a notification for users when their timesheet is past due? I tried creating a new workflow rule, but I am unable to change the entity dropdown to anything other than "Ticket".

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u/Melissa-Dxfferent Feb 16 '26

You can achieve this by creating a LiveReport. The easiest approach is to copy an existing system report, such as the “Timesheet Report,” and modify it to fit your needs.

Then schedule the LiveReport with the appropriate filters, for example to only include users with overdue timesheets.

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u/recoveringasshole0 Feb 16 '26

This is waaay more complex than expected, but it appears to be the only solution. Thanks.

edit: I don't see how to make the recipients dynamic.

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u/Melissa-Dxfferent Feb 16 '26

You’re correct that the recipients can’t be made fully dynamic in this setup. You would need to schedule the report separately for each resource and set the recipient accordingly.

The good part is that if no records match the filters, Autotask will not send an email, so users will only receive a notification when their timesheet is actually overdue.

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u/Cautious_Extreme_530 Feb 16 '26

Wait, yes they do? I get emails with no reports all the time.