How to: Export and schedule a Project Completion Recap Report

Here is how to Export a Project Completion Recap Report of all your active projects, you can then specify which team, role, and/ or from when you want to receive the report.

Typical use case is if you want managers to receive a project completion recap report for only their corresponding locations: When filtering the report you will need to do it by the team of an area supervisor and on the set-up to choose the specific user/role (area supervisor) you would like to receive the report.

  1. Click on 'Reports
  2. Click on 'Create Report'
  3. A new window will pop up, click on 'Projects', then 'Project Completion Recap', and finally click on 'Create Report'.

  4. Here you will be able to filter the report by:
  • Team
  • Role
  • Date 
    • yesterday
    • this week
    • last week
    • this month
    • last month
    • previous 
    • is after date
    • between

Click on 'Export', and your report will be emailed to you

Note: You will see a green success message at the top of the screen. 


Here is an example of what the report will look like. It will give you the completion rate for all projects for all or specifically chosen teams. 

Saving The Project Completion Recap

Here is how to save the report and schedule to receive it on a recurring basis of your choice. 

  1. Click on 'Save'
  2. Here you will be able to: 
  • Name the report 
  • Schedule to your cadence 
  • Choose who you want the report to be sent to Screen_Shot_2019-02-25_at_12.49.43_PM.png

Remember to press "Done" when you are all set. 

disclaimer.pngImportant Notes:

  • You can choose the report to be sent out every two or three weeks, etc.
  • The report automatically generates at 3 am EST.  
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