How To: Create a project recap report

This article is helpful for those who want the recap report to reflect the data from their last period and setup that report to automatically be emailed to whomever the day after the period ends. 

  1. Click on 'Reports'
    Screen_Shot_2019-02-15_at_9.50.18_AM.png
  2. Click on 'Create Report' at the top right-hand corner.Screen_Shot_2019-02-15_at_9.52.23_AM.png
  3. Click on 'Projects' 
    Screen_Shot_2019-02-15_at_9.53.45_AM.png
  4. Click on 'Project Completion Recap' and then click 'Create report'.
    Screen_Shot_2019-02-15_at_9.55.21_AM.png
  5. Click on 'Save' at the top right-hand corner.
    Screen_Shot_2019-02-15_at_9.57.11_AM.png
  6. In this step you will choose the following: 
  • Name of the project
  • Choose when you would like to receive the report 
  • Choose if you would like to receive the report every 2,3,4 weeks, etc. 
  • Choose which day or days you would like to receive the report 
  • Add which role, the user or email you would like the report to be sent to 

Note: Once everything is completed you will click 'Done'. 

Screen_Shot_2019-02-15_at_10.00.33_AM.png

Here's a quick video that shows how to accomplish this:

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