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Created by Jakeb Moon
Created on Apr 25, 2022

RELATED IDEAS

Scheduled Ad-Hoc Reporting to Other Individuals

You can schedule a report to be sent to your email at a set duration with the current configuration for the Ad-Hoc Reporting. It would be very beneficial to have the ability to send a report to individuals or Trade Partners at a set date.

For instance, if I have a submittal log showing everything that is Open or Revise and Resubmit, it would be super beneficial to share that log with the Trade Partner at a certain date and time weekly.

Or, if my Project Manager/Superinendent wants to see a certain log once a week before our weekly coordination meeting with the Owner/AE you can send that log to those two individuals at a set date and time.

Being able to state who the scheduled reports go to will help transfer information to the team members more easily.

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