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Distribute a Snapshot of a Custom Company Report

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Objective

To distribute a snapshot of a custom company report.

Things to Consider

  • Required User Permissions:
    • To distribute a snapshot of a report you created: 'Standard' level permissions or higher on the Company level Reports tool.
  • Additional Information:
    • You can only see and distribute reports that you have created.

Steps

Distribute a Custom Company Report

  1. Navigate to the Company level Reports tool.
  2. Click the name of the custom report you want to distribute.
  3. Click Distribute Snapshot in the right pane.

    distribute-report-snapshot.png
     
  4. From the drop-down menu, select the users to whom you would like to email the custom report. 
  5. In the Send As drop-down menu, select PDF or Excel.

    distributenow.png
     
  6. Click Distribute.

Distribute a Custom Company Report - Enhanced Reporting

To distribute a custom report created using Enhanced Reporting, follow the steps below:

  1. Navigate to the Company level Reports tool.
  2. Locate the report created with Enhanced Reporting.
  3. Click the vertical ellipsis (⋮) and select Distribute.
  4. In the Recipients field, search for and select the users or distribution groups that you would like to email the custom report to.
  5. In the Send As drop-down menu, select PDF or Excel.
  6. Click Distribute.

Programme a Distribution

  1. Navigate to the Company level Reports tool.
  2. Click the name of the custom report you want to programme a distribution for.
  3. Click Distribute Snapshot.

    distribute-report-snapshot.png
     
  4. Click the carat next to Programme Distribution List.
  5. From the drop-down menu, select the users to whom you would like to email the custom report. 
  6. In the Send As drop-down menu, select PDF or Excel.
  7. Select one of the following options from the Frequency drop-down menu:
    • Daily
    • Daily (Weekdays Only)
    • Weekly
    • Monthly

      schedule-distribution-list.png
       
  8. Select the options in the Settings section to programme when the report will be distributed based on your Frequency selection.
  9. Click Create.

Schedule a Distribution - Enhanced Reporting

To schedule a distribution for a custom report created using Enhanced Reporting, follow the steps below:

  1. Navigate to the Company level Reports tool.
  2. Locate the report created with Enhanced Reporting.
  3. Click the vertical ellipsis (⋮) and select Distribute.
  4. In the Recipients field, search for and select the users or distribution groups that you would like to email the custom report to.
  5. In the Send As drop-down menu, select PDF or Excel.
  6. Select one of the following options from the Frequency drop-down menu:
    • Daily
    • Daily (Weekdays Only)
    • Weekly
    • Monthly
  7. Select the options in the Settings section to programme when the report will be distributed based on your Frequency selection.
  8. Click Create.

 

If you would like to learn more about Procore's report management software and how it can help your business, please visit our construction reports product page icon-external-link.png.