Schedule Monthly email Report to Project Managers with In Progress Projects

  • 1
  • Question
  • Updated 4 years ago
  • Answered

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.

Photo of Mike Curtis

Mike Curtis

  • 3 Posts
  • 0 Reply Likes

Posted 5 years ago

  • 1
Photo of Lingaraj Dharwad

Lingaraj Dharwad, Product Champion

  • 1100 Posts
  • 47 Reply Likes
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.

Photo of Curtis, Mike (admin)

Curtis, Mike (admin)

  • 1 Post
  • 0 Reply Likes

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.

Mike Curtis
Photo of Aashnee Kamboj

Aashnee Kamboj

  • 1657 Posts
  • 116 Reply Likes
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.

Photo of Peter Flinn

Peter Flinn

  • 42 Posts
  • 4 Reply Likes
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.