# Setting Report Options

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

<figure><img src="https://1326643208-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnpMhTPhBTwVaw7bZVBjY%2Fuploads%2Fgit-blob-dbc81ccbdab7d4760ad03aad1db0629f2602baea%2F524_Reports%20-%20Create%20new%20report.png?alt=media" alt=""><figcaption><p>The options available when creating a new report.</p></figcaption></figure>

<details>

<summary>Name</summary>

This field lets you create a name for the Report.

</details>

<details>

<summary>Type</summary>

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

* All projects Summary
* Project Summary
* Role Summary
* User Summary

</details>

<details>

<summary>Date</summary>

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

</details>

<details>

<summary>Schedule Report</summary>

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.

</details>

<details>

<summary>Email Report</summary>

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

</details>

## 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.

<figure><img src="https://1326643208-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnpMhTPhBTwVaw7bZVBjY%2Fuploads%2Fgit-blob-54a35c1bb91aa7fc70d1e19ad72b97b31d23dd1b%2F566_Reports%20-%20Create%20new%20report.png?alt=media" alt=""><figcaption><p>Select the custom option when scheduling a Report to open specific scheduling criteria.</p></figcaption></figure>

### 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.
