TABLE OF CONTENTS


About Scheduled Reports

The My Dashboards section's Scheduled Reports feature allows Project Members to setup filtered Project Reports to be send out on an assigned schedule



Create a Scheduled Report

1.Select My Dashboards on the Navigation Tree

 

2. Select New Schedule to create new schedule

 

Note: This is where all of the existing scheduled reports for the logged in user profile are shown. Here is where the schedule and recipients can be modified. Simply select the Report to update the schedule and recipients.

 

3. Select the Project and Report Module Section that you will be creating a Scheduled Report for

 

Note: The available Project Report Module Sections:

RFI's

Submittals

Issues

Expediting Logs

Change Orders

Punch Lists

Daily Logs

Meetings

Documents

Bid Packages

 

4. After selecting the Project and Report Section, Select Next

 

5. In the next screen, the user will be brought to that Project Report Section filter screen for the report section selected (Please also refer to Project Level Reports) Enter the filters and sorting that will be applied to the report that is being scheduled and select Refresh(1) to apply the filters, the select Next (2)

Note: Print can be used here to preview the report before selecting next

 

 

6. In the next screen, the user will be brought to the scheduler. Enter the schedule that this report needs to be sent on.

Report Sending Time - Select the time of day for the report to be sent.

Note: All StratusVue Solution Websites are Central Time Zone (CST)

Recurrence Pattern - Enter the reoccurrence pattern that this report should be sent

Range of Recurrence - The Start and End date of the report recurrence

Note: If no End Date is entered, then the No End Date checkbox needs to be selected.

 The report will not be generated as scheduled if an option for End Date is not selected

 

7. On the right, choose the Project Member Recipients that need to receive this report as scheduled. Select Add Selected Project Members button

 

8. The Recipients grid will be updated to include the list of recipients that have been added to the scheduled report

Note: The creator of the report (the user logged in) will automatically receive a copy of the scheduled report by default and does not need to be listed as a recipient.

 

9. Select Save

 


Delete a Scheduled Report

1.Select My Dashboards on the Navigation Tree

 

2. Checkmark the scheduled report that is being deleted

 

3. Select Delete Selected Schedule