Scheduled Reports

Online Help > Scheduled Reports

What does the Scheduled Reports functionality do?

The Scheduled Reports functionality allows you to schedule and customize Project Status reports.

How to create a Scheduled Report?

To create a Scheduled Report, follow the steps below:

  1. Go to our Online Portal page and Sign In with your email and password.
  2. Click on the Reports tab and then on the Add New Scheduled Report.
  3. Fill in all the required fields with the desired information and press OK in order for the report to be created.

Note that Password Protected MPP files are not supported by Scheduled Reports! If you do add password protected MPP file to scheduled reports, the report will not be sent and Preview will be unavailable!

How to edit a Scheduled Report?

To edit a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Edit button for the desired report. Then, make the desired changes to the report and click OK for the changes to apply.

How to enable a Scheduled Report?

To enable a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Edit button for the desired report. Then, from the Enable Schedule section, check the Report Scheduled is Enabled field and press OK for the changes to apply.

How to disable a Scheduled Report?

To disable a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Edit button for the desired report. Then, from the Enable Schedule section, uncheck the Report Scheduled is Enabled field and press OK for the changes to apply.

How to delete a Scheduled Report?

To delete a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Delete button for the desired report. A message will appear saying “Are you sure you want to permanently delete the report?” then click OK for the changes to apply.

How to preview a Scheduled Report?

To preview a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Preview icon for the desired report. A message will appear saying “Generating report, please wait…. After that, your report will be generated.

Note that you can also preview a report by entering in Edit mode for the desired report and then click on the Preview button.

What Project Fields can I add in a Scheduled Report?

The following Project Fields are available to add in your Scheduled Report

  • Project Status
  • Project Finish Date
  • Project Start Date
  • Project % Complete
  • Project Work % Complete
  • Project Work
  • Project Remaining Work
  • Project Cost
  • Project Remaining Cost
  • Project Duration
  • Project Remaining Duration
  • Project Status Date
  • Variance Start
  • Variance Finish
  • Actual Project Start Date
  • Actual Project Finish Date
  • Actual Project Cost
  • Actual Project Work
  • Actual Project Duration
  • Baseline Project Start Date
  • Baseline Project Finish Date
  • Baseline Project Work
  • Baseline Project Cost
  • Baseline Project Duration
  • Top-Level Tasks
  • Milestones
  • Due Soon
  • Late Tasks
  • Critical Tasks
  • Overallocated Resources

What do the Late Tasks in my Scheduled Report represent?

The Late Tasks in your Scheduled Report represent a list with all the tasks in your project that are finishing after the finish date in the baseline plan.

What do the Milestones in my Scheduled Report represent?

The Milestones in your Scheduled Report represent a list with all the tasks which mark the end of a major project or a phase of your project.

What do the Critical Tasks in my Scheduled Report represent?

The Critical Tasks in your Scheduled Report represent a list with the tasks that cannot be delayed without affecting the project finish date.

What does the Status Date in my Scheduled Report represent?

The Status Date in your Scheduled Report represents the date you set to receive the Project Status Report on your email address.

What does the Last Update in my Scheduled Report represent?

The Last Update in your Scheduled Report represent the last time you modified and saved your project.

What does the Project Status in my Scheduled Report represent?

The Project Status in your Scheduled Report indicates the current status of your project: Complete, On Schedule, Late or Future:

  1. Complete – If the project is 100% complete, then our application sets the Project Status to Complete.
  2. On Schedule – If percent complete is spread to at least the day before the status date, then the Project Status is On Schedule.
  3. Late –If percent complete does not reach midnight on the day before the status date, then the Project Status is Late.
  4. Future – If the Start Date of the project is greater than the Status Date, then the Project Status is set to Future.

What do the Overallocated Resources in my Scheduled Report represent?

The Overallocated Resources in your Scheduled Report represent a list with all the resources that are assigned to complete too much work within the resource’s available time.

How many projects can I add in a Scheduled Report?

In a Scheduled Report you can add only 10 projects. If you want to select more than 10 projects, the following message will be displayed: “Limit reached (10 items max)”.

What type of subscription do I need to be able to create a Scheduled Report?

You are allowed to create Scheduled Reports with both Standard and Business subscriptions. Please note that with the Standard subscription you are allowed to create only one Scheduled Report and with the Business Subscription you are allowed to create five Scheduled Reports.

How can I change the order of the items that will be displayed in the Scheduled Report?

In order to change the items that will be displayed in your Scheduled Report, drag and drop the items in the desired place in the Report Content section.

Where do my projects need to be saved in order to create a Scheduled Report?

In order to create a Scheduled Report, your projects need to be saved in our Drive 365 Cloud.

How can I add a description for my Scheduled Report?

To add a description for the Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Edit button for the desired report. Then, in the Description section add the desired text in order to describe your Scheduled Report. Then press OK for the changes to apply.

Can I create two Scheduled Reports with the same name?

You are not allowed to create two Scheduled Reports with the same name.

How can I receive the Project status report daily?

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

  1. Go to our Online Portal page and Sign In with your email and password.
  2. 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.
  3. In the Report Schedule section – Frequency, select Daily.
  4. 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.

How can I receive the Project status report weekly?

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

  1. Go to our Online Portal page and Sign In with your email and password.
  2. 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;
  3. In the Report Schedule section – Frequency, select Weekly. You can also select the Weekly Recurrence and set in which day of the week to receive the Project Status Report email.
  4. 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.

How can I receive the Project status report monthly?

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

  1. Go to our Online Portal page and Sign In with your email and password.
  2. 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;
  3. In the Report Schedule section – Frequency, select Monthly. Then you can also select the Monthly Recurrence.
  4. In the Monthly Recurrence section, you can select in which day the report will be sent.
  5. 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.

Can I add multiple emails in the “Email Report To” field?

You can add multiple email addresses in the “Email Report To” field of either team members or people outside of your team.

What is a Disabled Scheduled Report?

A Scheduled Report with status Disabled means that the report was created but it won’t be sent to the email addresses added in the “Email Report To” field until you enable it.

Can I Schedule Reports for Password Protected MPP Files?

We are sorry but Password Protected MPP Files are not supported by the Scheduled Reports functionality. If you do add password protected MPP file to scheduled reports, the report will not be sent and Preview will be unavailable!

Step by step on how to create a Scheduled report:

  1. Sign In with your email and password on our Online Portal .

  2. Go to the Reports tab and click on the Add New Scheduled Report

Fill in all the required fields with the desired information.

Note that Password Protected MPP files are not supported by Scheduled Reports! If you do add password protected MPP file to scheduled reports, the report will not be sent and Preview will be unavailable!

  1. Press OK for the Scheduled Report to be created.
  2. After you created your Scheduled Report, it will be displayed in the Reports tab:

Step by step on how to edit a Scheduled Report:

  1. Sign In with your email and password on our Online Portal .

  2. Go to the Reports tab and click on the Edit Report button for the desired report.

  3. You can Edit the desired fields: Name, Descriptions, Email Report To, Project(s), Report Content, Frequency, Recurrence, Enable Schedule.

Note that Password Protected MPP files are not supported by Scheduled Reports! If you do add password protected MPP file to scheduled reports, the report will not be sent and Preview will be unavailable!

       4. Click OK for the changes to apply.

Step by step on how to delete a Scheduled Report:

  1. Sign In with your email and password on our Online Portal

  2. Go to the Reports tab and click on the Delete button for the desired report.

  3. A message will appear saying Are you sure you want to permanently delete the report?”.

  4. Press OK for the changes to apply.

Step by step on how to customize the Report Content section of a Scheduled Report:

  1. Sign In with your email and password on our Online Portal

  2. Go to the Reports tab and click on the Add New Scheduled Report button.

  3. Fill in all the required fields with the desired information.

  4. In the Report Content section, you can add report fields by clicking the “Add new item” button and selecting the desired fields from the drop-down list.

  5. To reorder the Report Content fields, drag and drop any field inside the section.

  6. To remove report fields from the Report Content section just click on the “X”
  7. Click OK for the Scheduled Report to be created.

Step by step on how to enable/disable a Scheduled report:

  1. Sign In with your email and password on our Online Portal

  2. Go to the Reports tab and click on Edit button for the desired report.

  3. Then, from the Enable Schedule section, uncheck or check the Report Schedule is Enable.

  4. Press Ok for the changes to apply.

Step by step on how to set when to receive your Project Status Report:

  1. Sign In with your email and password on our Online Portal

  2. Go to the Reports tab and click on Edit button for the desired report or click on the Add New Scheduled Report button to create a new one.

  3. Then from the Report Schedule section - Frequency you can choose when you want to receive your Project Status Report email: Never, Daily, Weekly, Monthly.

  4. Select the desired option from the Frequency section and press OK for the changes to apply.

    Note 1: If you select the Weekly frequency, then you can select also the Weekly Recurrence and set in which day of the week to receive the Project Status Report email.

    For example, you can select to receive the Project Status Report email every Monday and Friday.

    Note 2: If you select the Monthly frequency, then you can select also the Monthly Recurrence. In the Monthly Recurrence section, you can select in which day the report will be sent.

    For example, if you want to receive the report on the second day of the month, check the first option and select 2 from the dropdown.


    If the report needs to be sent in a certain day of the week, you can choose the second option. Here, you can select the day of the week and its occurrence in the month.

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