Skip to content
Contact Join Support
Login
  • There are no suggestions because the search field is empty.

Scheduling a Report Distribution

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

You can schedule saved, shared Variance, Items List, and Milestone Summary reports to be automatically emailed as a PDF to selected team members on a recurring cadence, eliminating the need to manually run and distribute a report before each recurring meeting. Use the steps below to schedule, edit, or review the history of report distributions.

Scheduling a Report Distribution

To schedule a report distribution, follow these steps:

  1. Save a custom report, and be sure to set the visibility to Team.
  2. Navigate to the Reports page in the navigation panel.
  3. To the far right of the saved report, click the vertical three-dot menu  button and select the Create report scheduled distribution option.
  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.

Tip: Instead of scheduling a recurring distribution, you can choose to Send Now to send the report a single time.

Editing a Report Distribution

To edit a scheduled report distribution, follow these steps:

  1. Navigate to the Reports page in the navigation panel.
  2. Identify a report with a scheduled distribution. Scheduled distributions are denoted by the icon with an envelope and a clock.
  3. To the far right of the saved report, click the vertical three-dot menu  button and select Edit report scheduled distribution.
  4. Make the desired changes to the scheduled distribution.
  5. Click the Save Changes button.

Tip: The scheduled distribution can also be deleted from within the Edit Scheduled Distribution window by clicking the Delete button. Be sure to delete scheduled distributions at the end of your project.

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 Distributions tab at the top of the Reports page.

Tip: Clicking the blue hyperlink with the name of the team member's role will allow you to view a copy of the report that was sent to each user. The level of information included in each report will vary from role to role based on their permission settings.