1. Video

You can check the video for a walkthrough of how to add a New Report within the Project.



2. How to Add New Report Within A Project


1. To add a ‘New Report’ within a Project, click the ‘Reports’ tab from the left sidebar of the page. Click the ‘New Report’ button.



2. Fill in the required fields in the New Report form (Report Title, Report Template, Date To, Send Schedule, Project Type, Department, Project Category and Email Recipients). To add more recipients that are external to project, click the ‘+ Add Another Recipient’ and then outline the recipients email address.

TIP: If you want to select all Project Roles to be Recipients of the Report, click "Select all", and all of the Roles will be automatically ticked. If you don't want to select any, click "Deselect all". 
Once done, click the ‘Generate Report’ button. 

     

    



Once done, the new report draft is saved within the Project Reports module.