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Support Home > Products > Procore > Procore User Guide > Project Level > RFIs > Tutorials > Share a Custom RFI Report

Share a Custom RFI Report

Objective

To email a custom RFI report from the project's RFIs tool. 

Things to Consider

  • Required User Permissions:
    • 'Read-only' level permissions or higher on the Reports tool
      AND
    • 'Standard' or 'Admin' level permissions on the RFIs tool.
  • Additional Information:
    • You can only share custom RFI reports that you or someone in the company have created. You cannot, for example, share the "Questions and Responses Report" because it is a Procore default report.
    • You can share a report with any person in the Project Directory regardless of whether or not they have access to the RFIs/Reports tools.
    • When you share a report, the person is NOT required to log in to Procore to access and download the report from the email. They can click the attachment to download it to their computer.

Steps

  1. Navigate to the projects RFIs tool.
    This reveals the RFIs page. 
  2. Choose one of these options:
    • Complete the steps in Create/View a Custom RFI Report
      OR
    • Click the custom RFI report that you want to share from the 'RFI Reports' area in the right pane.
  3. Click Share Report.
  4. Complete the information to configure the email:


     
    • To. Add contacts from the project level to share this report with.
    • Format. Select the file type of the report. You can choose from PDF or CSV. (Note: You can only select one file type.)
    • Subject. Edit the subject of the email. The default format of the subject appears in the image above.
    • Body. Edit the body text of the email. The default format of the body text appears in the image above.
  5. When done, click Share Report (Note: This will send an email to the contacts in the "To" field that contains a download link of the report in the format you selected). 

    rfi custom report emails.png

See Also


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