1. Video

You can check the video for a walkthrough of how to add a New Report within the Project.

2. How to Add New Report Within A Project

1. To add a ‘New Report’ within a Project, click the ‘Reports’ tab from the left sidebar of the page. Click the ‘New Report’ button.  

2. Fill in the required fields in the New Report form (Report Template, Date To, Send Schedule, Project Type, Department, Project Category and Email Recipients). To add more recipients that are external to project, click the ‘+ Add Another Recipient’ and then outline the recipients email address.

Once done, click the ‘Generate Report’ button. 


Once done, the new report draft is saved within the Project Reports module.