1. Video

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



2. Update the Project Weekly Reporting Schedule

 

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

 

 

2. Set ‘Report Data’, ‘Send Schedule’ and ‘Time’. Click on the ‘Update’ button to save changes.

 

Weekly Report data should be:

  • If set to ‘Previous Calendar Week’, we will get data from Start date of project to the last day of Previous Calendar Week
  • If set to ‘Last 7 days from Send Schedule’, we will get data from Start date of project to the last day of Last 7 days from Send Schedule.