Project Completion Recap 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 by:
  • Team
  • Role
  • Date 

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

Note: In the following image you will see once you click on export a message will appear on the top of the screen in green 


Saving The Project Completion Recap

  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

Important Notes:

  • You can choose the report to be sent out every two or three weeks, etc.
  • The report automatically generates at 3 am EST.  
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request