Update Program Monthly Reporting

 

1. The Monthly Reporting Schedule of a Program can be updated by clicking the ‘Settings’ tab from the left side bar of the Program page. Once done, navigate to the ‘Reporting Schedule’ section and then ‘Monthly Reporting’. Click the ‘Edit’ button.

 

 

2. Set ‘Report Data’ and ‘Send Schedule’, ‘On’ and ‘Time’. Once done, click the ‘Update’ button to save changes.

 

Monthly Report data should be:

  • If set to ‘Previous Calendar Month’, we will get data from Start date of project to the last day of Previous Calendar Month
  • If set to ‘Last 30 days from Send Schedule’, we will get data from Start date to the last day of Last 30 days from Send Schedule