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Distribute a Snapshot of a Company 360 Report

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Objective

To distribute a snapshot of a 360 report.

Things to Consider

  • Required User Permissions:
    • For company reports: the user is a company admin.
    • For project reports: the user has 'Standard' or higher level permissions on the 360 Reporting tool and the report was created by you.

Steps

Distribute a Report

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

  1. Navigate to the 360 Reporting tool.

    • Use the company 360 Reporting tool for company reports.
    • Use the project 360 Reporting tool for project reports.
  2. Navigate into the 360 Report created in the 360 Reporting tool.
  3. Click the vertical ellipsis (⋮) and select Distribute.
  4. In the Recipients field, search for and select the users or distribution groups that you would like to email the report to.
  5. In the Send As drop-down menu, select PDF or Excel.
  6. Click Distribute.

Schedule a Distribution

To schedule a distribution for a 360 report, follow the steps below:

  1. Navigate to the 360 Reporting tool.

    • Use the company 360 Reporting tool for company reports.
    • Use the project 360 Reporting tool for project reports.
  2. Locate the report created in the 360 Reporting tool.
  3. Click the vertical ellipsis (⋮) and select Distribute.
  4. In the Recipients field, search for and select the users or distribution groups that you would like to email the report to.
  5. In the Send As drop-down menu, select PDF or Excel.
  6. Select one of the following options from the Frequency drop-down menu:
    • Daily
    • Daily (Weekdays Only)
    • Weekly
    • Monthly
  7. Select the options in the Settings section to schedule when the report will be distributed based on your Frequency selection.
  8. Click Create.