Enhanced Reporting: Distribute a Snapshot of a Company Report
Objective
To distribute a snapshot of a custom company report.
Things to Consider
- Required User Permissions:
- For company level reports: the user is a company admin.
- For project level reports: the user has 'Standard' or higher level permissions on the reports tool and the report was created by you or if you are a company admin.
Steps
Distribute a Report
To distribute a custom report created using Enhanced Reporting, follow the steps below:
-
Navigate to the Reports tool.
- Use the company-level reports tool for company reports.
- Use the project-level reports tool for project reports.
- Navigate into the report created with Enhanced Reporting.
- Click the vertical ellipsis (⋮) and select Distribute.
- In the Recipients field, search for and select the users or distribution groups that you would like to email the custom report to.
- In the Send As drop-down menu, select PDF or Excel.
- Click Distribute.
Schedule a Distribution
To schedule a distribution for a custom report created using Enhanced Reporting, follow the steps below:
-
Navigate to the Reports tool.
- Use the company-level reports tool for company reports.
- Use the project-level reports tool for project reports.
- Locate the report created with Enhanced Reporting.
- Click the vertical ellipsis (⋮) and select Distribute.
- In the Recipients field, search for and select the users or distribution groups that you would like to email the custom report to.
- In the Send As drop-down menu, select PDF or Excel.
- Select one of the following options from the Frequency drop-down menu:
- Daily
- Daily (Weekdays Only)
- Weekly
- Monthly
- Select the options in the Settings section to schedule when the report will be distributed based on your Frequency selection.
- Click Create.