1. Video

You can check the video for a walkthrough of how to update the Automated Reporting Schedule.


2. Update the Project Monthly/ Fortnightly Reporting Schedule

 

1. To update the Monthly/ Fortnightly Reporting Schedule, click the ‘Settings’ tab from the left side bar of the Project page. Once done, navigate to the ‘Reporting Schedule’ section then ‘Monthly/ Fortnightly Reporting’. Click the ‘Edit’ button.

 

 

2. Set ‘Report Data’, ‘Send Schedule’, ‘On’ and ‘Time’. 

 

For Monthly Report Data, options that can be selected are:

  • ‘Previous Calendar Month’ - Data is taken from Start date of project to the last day of Previous Calendar Month
  • ‘Last 30 days from Send Schedule’ - Data is taken from Start date to the last day of Last 30 days from Send Schedule


For Fortnightly Report data, options that can be selected are:

  • ‘Previous 2 Calendar Week’- Data is taken from Start date of project to the last day of Previous 2 Calendar Week
  • ‘Last 14 days from Send Schedule’ -Data is taken from Start date to the last day of Last 14 days from Send Schedule


Once done with the Settings, click the ‘Update’ button to save changes.

 


3. Update the Weekly Reporting Schedule

 

1. To update the Weekly Reporting Schedule, navigate to ‘Weekly Reporting’ in the ‘Reporting Schedule’ section. Then, click the ‘Edit’ button.

 

 

2. Set ‘Report Data’, ‘Send Schedule’ and ‘Time’. 

 

For Weekly Report data, options that can be selected are:

  • ‘Previous Calendar Week’ - Data is taken from Start date of project to the last day of Previous Calendar Week
  • ‘Last 7 days from Send Schedule’ - Data is taken from Start date of project to the last day of Last 7 days from Send Schedule.


Once done with the Settings, click the ‘Update’ button to save changes.