Project Completion Recap 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_2019-02-25_at_12.36.04_PM.png
  4. Here you will be able to filter by:
  • Team
  • Role
  • Date 

Click on 'Export', and your report will be emailed to you
Screen_Shot_2019-02-25_at_12.38.44_PM.png

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 

Screen_Shot_2019-02-25_at_12.39.47_PM.png

Saving The Project Completion Recap

  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


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.  
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