1. Edit an Adhoc Report Within a Project
1. To edit an ‘Adhoc Report’, choose the report within the Project ‘Reports’ page, then click the ‘Edit Draft’ button.
2. Once done, you will reach the ‘Edit Report’ section. Start adding the changes in the Report Options section as shown below.
You may update the type of report, it depends on what information is needing to be displayed, what metrics is to be included in the report, as well as timeframe of the data.
If you want to add another recipient of the report that is external or internal to the project, click on the ‘+ Add Another Recipient’ link and then add the ‘Email Address’ of the recipient.
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. To add more elements to the report, click the ‘+ Add Section’ link. Once done, add click elements from Modules or Appendices.
4. After adding the changes, click the ‘Save Draft’ to save changes button or ‘Create & Send Report’ button to send the Adhoc report.
