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Procore

Distribute a Snapshot of a Custom Project Report

Objective

To distribute a snapshot of a custom project report.

Things to Consider

  • Required User Permission:
    • To distribute a snapshot of a report you created, 'Standard' level permissions or higher on the Project level Reports tool.
  • Additional Information:
    • You can only see and distribute reports that you have created.

Steps

Distribute a Custom Project Report

  1. Navigate to the Project level Reports tool.
  2. Click the name of the custom report you want to distribute.
  3. Click Distribute Snapshot in the right pane. 

    distribute-report-snapshot.png
     
  4. From the drop-down menu, select the users to whom you would like to email the custom report. 
  5. Select which file type you want to report to send as (either PDF or Excel).

  6. Click Distribute.

Schedule a Distribution

  1. Navigate to the Project level Reports tool.
  2. Click the name of the custom report you want to schedule a distribution for.
  3. Click Distribute Snapshot.

    distribute-report-snapshot.png
     
  4. Click the carat next to Schedule Distribution List.
  5. From the drop-down menu, select the users to whom you would like to email the custom report. 
  6. Select which file type you want to report to send as (either PDF or Excel).
  7. Select how frequently you want the report distributed (either Daily, Weekly, or Monthly).

  8. If you selected "Daily," select the time you want the report distributed. If you selected "Weekly," select the day and time you want the report distributed. If you selected "Monthly," which date/day of the week and at what time you want the report distributed. 
  9. Click Create.