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. 

  1. Click on 'Reports
    Screen_Shot_2019-02-25_at_11.18.39_AM.png
  2. Click on 'Create Report'
    Screen_Shot_2019-02-25_at_12.33.25_PM.png
  3. A new window will pop up, click on 'Projects', then 'Project Completion Recap', and finally click on 'Create Report'.

    Screen_Shot_2020-12-28_at_6.24.02_PM.png
  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
Screen_Shot_2019-02-25_at_12.38.44_PM.png

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

Screen_Shot_2019-02-25_at_12.39.47_PM.png

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. 
Screen_Shot_2020-12-28_at_6.31.23_PM.png

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'
    Screen_Shot_2019-02-25_at_12.47.06_PM.png
  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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