🌟 What Are Monthly Reports?

Monthly Reports in Petra Business Suites provide summarized insights into:

• Billable and Non-Billable Hours logged across the organization
• Expected vs. Actual Hours for each user and team
• Performance Scores and approval rates
• Client and Project summaries
• Cost and productivity trends across the organization

These reports are automatically generated based on timesheets and approval data for the previous month, giving management a clear snapshot of operational efficiency and performance trends.

Example: A report sent on March 1st will summarize February’s data.

⚙️ Where to Find the Settings

You can configure all monthly reporting preferences under:

Settings → Organization → Notifications / Timesheets

From here, you’ll find the Monthly Reports Settings section on the right-hand panel.

🧩 Customization Options

Petra gives you flexible control over how and when these reports are delivered.

1️⃣ Send Monthly Reports to Managers / Team Leads

Enable this option to automatically send detailed reports covering team performance. You can specify:

• Day of Month: e.g., 1 (for the first day of each month)
• Time: e.g., 09:00 AM

These reports help team leads quickly identify bottlenecks and areas for improvement within their units.

2️⃣ Send Monthly Reports to Senior Management

Senior Management reports offer an organizational-level overview — comparing teams, departments, and client activity.

• Day of Month
• Time
• Positions to receive the reports (e.g., Directors, Operations Managers)

This ensures decision-makers get an executive summary right in their inbox.

3️⃣ Send Monthly Reports to Staff

Optionally, individual staff can also receive their personal monthly summaries — including total logged hours, approved hours, and expected work hours.

This promotes transparency and self-assessment within your workforce.

🕐 Related Timesheet Controls

While configuring monthly reports, you can also fine-tune other time-related automation in the same tab:

• Notify users daily when logged hours fall below expected
• Notify weekly when total logged hours for the week are less than expected
• Notify team leads when team members underperform
• Close previous months for edits after a set number of days

These combined settings make Petra’s time management system proactive — not reactive.

📈 Why It Matters

Automating monthly reporting:

• Eliminates repetitive manual data collation
• Ensures consistent communication across management levels
• Helps teams focus on performance improvement instead of paperwork
• Builds an audit-ready history of productivity and compliance

With these settings, Petra Business Suites truly becomes your all-in-one performance intelligence platform, seamlessly turning daily work data into actionable monthly insights.

💡 Final Tip

Ensure your SMTP settings are configured under Organization → SMTP Settings to guarantee successful email delivery for scheduled reports.

Petra Business Suites — Automating productivity, one report at a time.