Automated Reports & Notifications

Overview

Plexo provides an automated report system that summarizes project progress and sends it through various channels like email, Slack, and more.

  • Receive automated daily summaries of yesterday's work and today's tasks every morning
  • Get role-specific reports tailored to your needs
  • Choose your preferred channels: Email, Slack, Microsoft Teams
  • Get instant alerts for critical events like approaching deadlines and delayed progress

Report Types

Daily Reports

Automatically sent at 3:00 AM (organization timezone). Organization administrators can change the send time.

  • Yesterday's Summary: Hours worked, input accuracy, completed/in-progress tasks
  • Today's Plan: Planned tasks, approaching deadlines, high-priority items
  • Alerts: Missing input warnings, overdue tasks, long-idle tasks
  • Team Status: Leaders/Managers see team member work status and project progress

Weekly Reports

Sent every Monday at 3:00 AM (organization timezone) summarizing last week's achievements and this week's plans. Organization administrators can change the send time.

  • Last week's completed tasks, total hours, key achievements
  • This week's major milestones and upcoming deadlines
  • Weekly progress rate, hours invested, and input accuracy trends

Monthly Reports

Sent on the 1st of each month at 3:00 AM (organization timezone) with comprehensive performance analysis. Organization administrators can change the send time.

  • Monthly completed projects, total MM invested, organizational productivity metrics
  • Project-by-project progress vs. plan, actual vs. budgeted investment analysis
  • Common delay causes and resource optimization suggestions

Real-time Alerts

Receive instant notifications when critical events occur.

  • Urgent: Project deadline today, task blocked, project status changes
  • Warning: Overdue tasks, 3+ days missing input, sharp progress drop
  • Info: New task assigned, mentions/comments, project setting changes

Role-Based Reports

Project Members

Reports designed to help you focus on your personal tasks.

  • Yesterday's hours and completed tasks
  • Today's planned tasks and approaching deadlines
  • Missing input warnings and overdue task alerts
  • Input accuracy feedback (actual vs. planned investment)
My Work Status dashboard

Project Leaders

Reports to help you understand the overall project status and manage your team.

  • Project progress, total MM invested, estimated end date
  • Team member work status, hours invested, input accuracy
  • Overdue tasks, delayed tasks, blocked tasks
  • Today's priority management items and under-resourced members
Leader Projects Status dashboard

Managers

Summary reports to view all organizational projects at a glance.

  • Overall project progress, invested MM, at-risk projects
  • Organizational resource status, project allocation, overloaded members
  • Delay-risk projects, items requiring leader action, approaching deadlines
Organization-wide Status dashboard

Notification Settings

Freely configure which reports and channels you want to receive.

Delivery Channels

  • Email: Enabled by default, can specify alternate email address
  • Slack: Available after Slack workspace integration
  • Microsoft Teams: Available after Teams integration

Preferences

  • Enable/disable by report type (daily/weekly/monthly/instant alerts)
  • Select specific projects only (multi-select available)
  • Receive specific alert types only (e.g., urgent alerts only)
Note:

Send times are unified by organization timezone and cannot be changed per user. Contact your organization administrator if changes are needed.

Usage Tips

  • Check daily reports after arriving at work to plan your day
  • Team leaders can use weekly reports as weekly meeting materials
  • Enable only critical instant alerts to reduce notification fatigue
  • Use input accuracy feedback to develop more accurate time estimation habits