1. Video

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



2. Create an Adhoc Report Within a Project


1. To create an Adhoc report, click the ‘Report’s tab from the left sidebar of the page. Once you reach the ‘Report’s page, click the ‘New Report’ button. 




2. Input the necessary fields in the new report form and then click the ‘Generate Report’ button.  
    Options available in the ‘Report Template’: 
  • ‘One Page Template’ 
  • ‘Weekly Template’
  • ‘Monthly Template’
  • 'Fortnightly Template'
  • ‘Adhoc’ (and generate it automatically by leaving the ‘Send Schedule’ blank 
    Note: Adhoc will only be available if an adhoc template is setup in Custom Template in the ‘Settings’ module. 
    You can create ‘Adhoc’ and generate it automatically by leaving the ‘Send Schedule’ blank.


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". 



3. If Adhoc report ‘Send Schedule’ is set to ‘blank’, this will display in the Reports list as ‘Send Schedule’ to ‘N/A (Manual)’ 

 

 


4. If Adhoc Report’s ‘Send Schedule’ field is set, it will show the date and time when the report will be sent out.