Reporting templates with automatic delivery by E-mail

Quick Start

Follow the steps below to create a report template:

1. Sign in to your portal.
2. Click the Projects link on the start page.
3. In the Projects module that opens, click the Reports option in the left-side panel.
4. Select the report type you need on the left and configure the report parameters on the right. To learn more about report types and their settings, refer to this article.
5. Click Create Template.
6. In the window that opens, enter a title for your report template. If you want to receive reports created on the basis of this template regularly via email, select the Generate such report automatically checkbox. Then specify the time period and the time of the day when you want to receive reports.
7. Click Save to accept the changes you made.

After that, you will regularly receive reports on the basis of the created template via email.

Additional Information

Report delivery time

You may not receive your reports precisely at the time you specified, but they will be delivered within 15 minutes after the specified time.

Generating reports manually from a template

To generate a report on the basis of the template you created, click the Reports option in the left-side panel, select one of the existing templates from the templates list, and click Generate Report.

Editing the delivery settings of an existing report template

To edit the settings of your created template, click the Reports option, select the template you need to alter from the templates list, change its title or time settings, and then click Save.

You can also delete an unnecessary template or generate a report from one of the templates.