Scheduling a Report Distribution

Schedule a saved, shared report to be automatically distributed to selected teammates on a set cadence.

Variance, Items List, and Milestone Summary reports that have been saved and shared with the team can be scheduled to be distributed to selected teammates as a PDF file via email on a set cadence. This will save you time from having to manually run a report and send it to the rest of the team before a recurring meeting.

Scheduling a Report Distribution

To schedule report distribution, follow these steps:

1. Save a custom report, and be sure to select Shared With Team
2. Navigate to the Reports tab and expand the My Reports (or Shared With Me) section
3. To the far right of the saved report, click the Options  button and select Send/Schedule Distribution
4. Check the box next to each teammate on the project you would like to include in the scheduled distribution of the report
5. Set the frequency, day, and time that you would like the report to be distributed
6. Click the Schedule Distribution button
   

Editing a Report Distribution

To edit a scheduled report distribution, follow these steps:

1. Navigate to the Reports tab and expand the My Reports (or Shared With Me) section
2. Identify a report with a schedule distribution
   
3. To the far right of the saved report, click the Options  button and select Edit Scheduled Distribution
4. Make the desired changes to the scheduled distribution and then click the Save Changes button

History of Report Distributions

To verify that your report distributions have been sent, you can view the history of all report distributions by clicking the Distribution History link at the top right corner of the Reports page.