1. Project Type – Update Weekly Reporting Schedule

 

1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. This is the section where you can manage different ‘Project Types’.


 

2. Click the Project Type Name or the ‘Edit’ Icon.


 

3. Then you will reach the Project Type Settings page. Scroll to the ‘Reporting Schedule’ section then ‘Weekly Reporting’. 

 

Click the ‘Edit’ button.


 

4. Set ‘Report Data’, ‘Send Schedule’ and ‘Time’. Click 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.