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Enhanced Reporting: Distribute a Snapshot of a Project Report

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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:

  1. Navigate to the Reports tool.

    • Use the company-level reports tool for company reports.
    • Use the project-level reports tool for project reports.
  2. Navigate into the report created with Enhanced Reporting.
  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 custom 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 custom report created using Enhanced Reporting, follow the steps below:

  1. Navigate to the Reports tool.

    • Use the company-level reports tool for company reports.
    • Use the project-level reports tool for project reports.
  2. Locate the report created with Enhanced Reporting.
  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 custom 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.