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Distribute a Snapshot of a Custom Company Report

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Objective

To distribute a snapshot of a custom company report.

Things to Consider

  • Required User Permissions:
    • To distribute any snapshot: user must be a company admin
    • To distribute a snapshot of a report you created: 'Standard' level permissions or higher on the Company level Reports tool.
  • Additional Information:
    • You can only see and distribute reports that you have created.
 Caution
When distributing a report, be aware that the selected recipients will receive a copy of the entire report, even if it contains data from projects they are not assigned to.

Steps

Distribute a Custom Company Report

  1. Navigate to the Company level Reports tool.
  2. Click the name of the custom report you want to distribute.
  3. Click Distribute Snapshot in the right pane.

    distribute-report-snapshot.png
     
  4. From the drop-down menu, select the users to whom you would like to email the custom report. 
  5. In the Send As drop-down menu, select PDF or Excel.

    distributenow.png
     
  6. Click Distribute.

Schedule a Distribution

  1. Navigate to the Company level Reports tool.
  2. Click the name of the custom report you want to schedule a distribution for.
  3. Click Distribute Snapshot.

    distribute-report-snapshot.png
     
  4. Click the carat next to Schedule Distribution List.
  5. From the drop-down menu, select the users to whom you would like to email the custom report. 
  6. In the Send As drop-down menu, select PDF or Excel.
  7. Select one of the following options from the Frequency drop-down menu:
    • Daily
    • Daily (Weekdays Only)
    • Weekly
    • Monthly

      schedule-distribution-list.png
       
  8. Select the options in the Settings section to schedule when the report will be distributed based on your Frequency selection.
  9. Click Create.