Schedule Monthly email Report to Project Managers with In Progress Projects

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  • Updated 2 years ago
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Hello,

I would like to schedule a monthly report to email only Project Managers with In Progress Projects.

I can create a report can emailed once if it is a User Report (uses the User Name), but it does not include the Project Report Fields for what I am trying to accomplish.

Please let me know if this is possible now, or will be possible in the future.

Regards,
mrc
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Mike Curtis

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Posted 3 years ago

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Lingaraj Dharwad, Product Champion

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Hi Mike,

Thank you for using Replicon community,

Please follow the steps below to setup & schedule this report: 
  • Go to Reports
  • Click on Add New Report
  • Choose Category as Project the Report Type as Project Template
  • Add/remove the desired columns
  • Click on Create
  • In the Project Filter select In Progress Status 
  • Choose other filters appropriately
  • Run the report
  • Save the report
  • Once saved, click on Set Schedule
  • Select the Project Manager Names
  • Select the Frequency, Report Format and Save
You can also read about setting up report schedules at this article.

Let me know if this helps.

Regards,
Lingaraj
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Curtis, Mike (admin)

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Lingaraj,

Thanks for the reply.  I would like this report to be scheduled to send every month to only the people in the report.  The reason I need this is that the list of Project Manager names will change from month to month.

Regards,
Mike Curtis
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Aashnee Kamboj, Community Moderator

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Hi Mike,

Thank you for the response.

Currently we can only add specific users by checking the box against their name. However, I will have my product management team look into this.

Thanks,
Aashnee
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Peter Flinn

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This is of interest to us, but what is needed is a report that selects data relevant to each project manager and sends just that dataset to them in the report. As it stands, we have to have a separate report for each project manager saved and scheduled, which is both manual and cumbersome.