1. 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.
Options available in the ‘Report Template’:
- ‘One Page Template’
- ‘Weekly Template’
- 'Monthly Template’
- 'Fortnightly Template'
- ‘Adhoc’
Note: Adhoc will only be available if an adhoc template is setup in Custom Templates in the ‘Settings’ module.
You can create a Report using any Report Template and generate it automatically by leaving the ‘Send Schedule’ blank.
To add more recipients that are external to project, click the ‘+ Add Another Recipient’, and then outline the recipient's 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.
3. The New Report Draft is Saved within the Project Reports module. The Report Type is set to 'Adhoc (Manual)'
If Adhoc report ‘Send Schedule’ is set to ‘blank’, this will display in the Reports list as ‘Send Schedule’ to ‘N/A (Manual)’
If Adhoc Report’s ‘Send Schedule’ field is set, it will show the date and time when the report will be sent out.
Important Notes:
- Roles that don’t have access to the Reporting Module will still appear in the role list, but they will be greyed out and cannot be selected.
- These roles must not be selected by default.
- The “Select All” button will only select roles with Reporting Module access. Greyed-out roles will remain unselected.
- The form cannot be submitted if a greyed-out role is selected.
- If a role’s access changes after the report was set up:
- Roles that lose access will appear greyed out
- They will also be automatically removed from the selected roles
