How can I receive the Project status report monthly?

Q: How can I receive the Project status report monthly?

In order to receive a Project Status report monthly, follow the steps below: Go to our Online Portal page and Sign In with your email and password. Go to Reports tab, click on the Edit button for the desired report (if you have a report created) or click on the Add New Scheduled Report to create a new report; In the Report Schedule section – Frequency , select Monthly. Then you can also select the Monthly Recurrence. In the Monthly Recurrence section, you can select in which day the report will be sent. Press OK for the changes to apply. Please note that the preferred delivery time uses the EST (Eastern Standard Time) time zone, not the time zone set on your device. You can apply the above settings by accessing the Scheduled Reports from the Report menu, directly from the application.

Question

Accepted Answer

In order to receive a Project Status report monthly, follow the steps below:

Go to our Online Portal page and Sign In with your email and password.
Go to Reports tab, click on the Edit button for the desired report (if you have a report created) or click on the Add New Scheduled Report to create a new report;
In the Report Schedule section – Frequency, select Monthly. Then you can also select the Monthly Recurrence.
In the Monthly Recurrence section, you can select in which day the report will be sent.
Press OK for the changes to apply.

Please note that the preferred delivery time uses the EST (Eastern Standard Time) time zone, not the time zone set on your device.

You can apply the above settings by accessing the Scheduled Reports from the Report menu, directly from the application.