- Click on 'Reports'
- Click on 'Create Report'
- A new window will pop up, click on 'Projects', then 'Project Completion Recap', and finally click on 'Create Report'
- Here you will be able to filter by:
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
- Click on 'Save'
- Here you will be able to:
- Name the report
- Schedule to your cadence
- Choose who you want the report to be sent to
- You can choose the report to be sent out every two or three weeks, etc.
- The report automatically generates at 3 am EST.