The purpose of this article is to help you create automated reports and share them with colleagues or contacts of interest with step by step instructions.
You can use automatic reports to send yourself and other project participants regular reports, e.g. lists of Drawings or overdue to-dos.
First create a report filter that is required for generating reports. The filter for your report is required as it contains the content for your reports / reminders. This varies depending on which results you want to display in the filter and thus in the report.
We recommend that you create a sub-filter for an existing main filter, as this already contains the settings of the main filter. Thus, only two points would have to be additionally adjusted for your report filter.
- In the Properties tab, a date or time period must be set from which data the filter should display content.
Example: enter yesterday for the date property. Thus, all results from the previous day are displayed.
Other options you can also enter can be; before 17/08/2022 or after 17/08/2022. You do not always have to select a specific date from the calendar grid.
- In the Report tab when creating the filter, you specify the output format and other format settings.
- You must deselect Use settings from main filter and then select which format you want to the report to be in.
- If you scroll further down, you will see a list of all the properties within the filter. Here you can edit what you would like to be visible in your report.
- You can find out how to create a sub-filter here.
After the desired report filter has been created, go to NEW in the main menu bar of the action area and select Automatic report / reminder.
Define the recipients for the report under Message and enter the subject and message. Select your desired report filter on the left and click on ">> +".
You can only select one filter per report
Select the checkmark to activated for the send time definition. Now you can set the send date, recurrence pattern and range of recurrence. Close the shipping options via Save.
To activate the automatic report, select Actions and Save as report / reminder. Filing Report.
In the navigation area under Messages - Report / reminder template filter, you will find all reports and reminder templates.
To edit, open the automatic report using the envelope icon, make your changes and save it using Actions and Set to auto. Filing the report.
The selected members now receive an email with the report file at the chosen times. To delete an automatic report, click on it in the overview and select Edit in the message menu bar and select delete selected report / reminder templates.
You will not receive an email / report if the filter does not contain any documents on the specified dispatch date, e.g. if you don't have any open tasks at the time.
Screenshots are an example. The interface of your platform may look different, but the processes remain the same.
Some of the functions shown may differ slightly depending on the release version of your project room.