Create, Share, Schedule Reports

You can create, share, and schedule a report from the Recent or Saved tabs in Insight.

In this topic you can learn how to:

Report Settings

Before you create a report, check and edit your report settings in the top right corner of the page. To do so:

  1. Click the Settings icon.

You can configure the following report-specific settings:

The settings below are only relevant to Daily Log reports.

Create a Report

  1. Click Create Report.
  2. Select the relevant module from the left menu.
  3. Select a report type.
Note: Click Assigned items by company report to learn more about this type of report.
  1. Click Select.
Tip: Click the pencil icon to edit the report title.

You can now select a file type (if available), a sort order, and a selection of filters to apply to your report. The available filters vary depending on the report type. For example, you can create reports that include issues assigned to a specific company or reports that only contain RFIs with a certain status. Once filters have been applied, you can Share and schedule a report.

Share and Schedule a Report

The Share and Schedule option enables you to email a report to project members or other users and to generate regularly scheduled reports.

  1. Click Share and Schedule in the left menu.

  2. On the Report generation schedule drop-down menu, select an option:

    • Every week
    • 2 weeks
    • 3 weeks
    • 4 weeks
    • On the first of every month

  3. You now have the option to select:

    • Time of day to run the report at
    • The day of the week to run the report on
    • A particular date range within which to run the report

  4. Click the Run now drop-down menu and select an option:

    • Run now: This will run and generate a report based on the criteria you've selected.
    • Save report: The report will display in the Saved tab.
    • Save report and run: The report will display in the Saved tab and also generate based on the criteria you've selected.

The following animation walks through how to create, share, and schedule a report.

 

View, Download, and Share Reports on the Recent Tab

The Recent tab gives an overview of reports generated within the past 30 days and displays the following information:

Use Search Criteria and Filters to Find Reports

To search for a report by title, enter the report title in the Search field.

Note: Project administrators can also click My reports to display reports created by or shared with them.

To search for a report using a filter, click the Type, Run on date, or Created by fields and select the relevant options.

To sort reports, click the:

Download and Share Reports

Click the More menu (…) under the Recipients column header to:

Work with Reports on the Saved Tab

The Saved tab displays reports which have been saved during the report creation process. The overview displays:

Edit, Run, or Delete a Report

You can edit, run or delete report templates from the Saved tab.

Use search and filter types if required to find your report.

  1. Click the More (…) menu under the Recipients column.

  2. Select one of the following options:

    • Edit: This enables you to edit the file type, sort, filters, and share and schedule options.
    • Run now: This will run and generate a report based on the saved criteria.
    • Delete: This will delete the report and it can no longer be generated.

Generate Reports in Other Modules

Project members can also generate reports from other modules. Refer to the following topics to learn more:

Parent page: Reports