How-to Schedule a Report

  1. Navigate to the desired Project or Portfolio for which you wish to schedule a Report.
  2. From the Project Overview or Portfolio Overview Sections Bar, navigate to the Report section.
  3. Select the desired Report Template and click the "Schedule Report" button, located at the top-right corner of the Report Template.
  4. Click the "Add New" button to configure your Scheduled Report.
  5. Fill in desired Parameters and click the "Save" or "Save & Close" button to finalize your selections.

  

Note: PowerHub Lithium will allow you to perform multiple schedules for the same report.

 

If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.

Was this article helpful?

Comments

0 comments

Article is closed for comments.