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Distribute a Snapshot of a Company 360 Report

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Background

You can use the following options to distribute a 360 Report to users or distribution groups:

  • Distribute a 360 Report immediately.

  • Schedule a 360 Report distribution by using time frequency settings (for example, daily, weekly, or monthly).

Things to Consider

  • Required User Permissions:

    • For company reports: 'Standard'' permissions on the company-level 360 Reporting tool.

      • *If the creator of a report is inactive, you cannot set and save a new distribution schedule for it.

    • For project reports: 'Standard' or higher-level permissions on the 360 Reporting tool and you must be the creator of the report.

Steps

To distribute a 360 report created using the 360 Reporting tool, follow the steps below:

  1. Navigate to the company-level 360 Reporting tool.
    The main 360 Reporting page appears with the following tabs: Reports, All Templates, and Dashboards. The Reports tab is selected by default.

  2. (Optional) Click My Reports on the left navigation menu.
    By default, the My Reports section displays all 360 reports and dashboards created by you.

  3. Select your 360 Report you want to distribute.
    The selected report opens in full screen.

  4. Click the vertical ellipsis (⋮) and select Distribute.
    The Distribute page opens, displaying the options to distribute immediately and schedule a distribution.

  5. To distribute a 360 report immediately, do the following:

    1. In the Distribute Now section, use the Recipients dropdown menu to search for and select the users or distribution groups that you would like to email the report to.

    2. From the Send As dropdown menu, select one of the following options: PDF, Excel, or CSV.

    3. Click Distribute.

  6. To schedule a distribution for a 360 report, do the following:

    1. Go to the Schedule Distribution List section.

    2. In the Recipients field, search for and select the users or distribution groups that you would like to email the report to.

    3. From the Send As dropdown menu, select one of the following options: PDF, Excel, or CSV.

    4. Select one of the following options from the Frequency dropdown menu:

      • Daily

      • Daily (Weekdays Only)

      • Weekly

      • Monthly

    5. Select the options in the Settings section to schedule when the report will be distributed based on your Frequency selection.

    6. Click Create.

See Also