Send and share reports
In this video, you will learn:
- How to send reports to users, teams, or any email address
- How to share reports with anyone
- What recipients can see and do with a Workfront report
Activity: Send a report
Send a report to yourself every Monday at 5 am as an Excel spreadsheet. This is a great way to automatically collect weekly reports that you can later use to see trends.
- View any report you have created, and choose Send Report from the Report Actions menu.
- Click the Repeating Deliveries tab.
- Put your email address in the Send to field.
- Provide an email subject.
- Change the format to Excel.
- Set Repeats to Weekly.
- Set the Time to 5 am.
- Set Repeats On to Monday.
- Click Save.
Notice your new Repeating Delivery in the Repeating Deliveries panel on the right. You can set up multiple deliveries for a report and they all appear here.
DELETE A DELIVERY
Select the delivery you just created and click Delete (next to the Save button).