Setting Report Options

When creating a Report, you can set the Report options based on name, type of Report, & the Project associated with the Report.

You set Report options or schedule a Report with presets to send the Report to your Organization.

The options available when creating a new report.

Name

This field lets you create a name for the Report.

Type

This field lets you choose from the following types of Reports:

• All projects Summary

• Project Summary

• Role Summary

• User Summary

Date

This field allows you to select the time period the Report will pull information from on a Project.

Schedule Report

You can schedule a Report to run based on the following increments:

• Every Day

• Every Week

• Every Month

• Custom

You can also set a specific time within these choices for the Report to run.

Email Report

A toggle option that lets you email the Report to any Users within the Organization.

Schedule Report - Custom Options

When scheduling a Report, the "Custom" option in the dropdown menu allows you to set specific parameters for the timing of your Report schedule. Below are explanations of the different scheduling criteria.

Select the custom option when scheduling a Report to open specific scheduling criteria.

Frequency

In this drop-down select from the following frequencies to run a report:

• Daily - choose from every weekday, other day, third day, fourth day, & fifth day to run a Report.

• Weekly - Input the # of weeks to run the Report for, and the day of the week to start each time.

• Monthly - Input the # of months to run the Report. This can be done each month on a specific calendar date, or the first, second, fourth, fifth, and last of each weekday.

• Yearly - Input the # of years to run the Report. This can be done each year on a specific month, & a schedule ranging from the first, second, fourth, fifth, and last of each weekday.

Now that we have our Reports dialed in, let's take a look at the different summaries a Report can have. Click "Next" to continue.