BIM 360 Field Reports: Setting up Regularly Scheduled Automated Reports
BIM 360 Field Reports: Setting up Regularly Scheduled Automated Reports
Once you establish the parameters of your report, now
you would like it to automatically be issued and distributed periodically.
(Every day, every other day, every week, etc.)
STEP 1: On
the report page, press the Schedule
button at the top of the page.
STEP 2: The
schedule info will open to the right.
STEP 3: Change
the Schedule name to match the
parameters of the particular report you have setup.
STEP 4: Choose
how often the report will run and on which days and at what time
STEP 5: Select
all of the individuals that you would like to receive the ENTIRE report which includes all issues for all subcontractors
STEP 6: Select
this checkbox to send a report to
all individuals for each company of only their companies issues
STEP 7: Adjust
the Subject line as desired
STEP 8: Edit
the message to be sent as desired
STEP 9: Save the scheduled report so that it is in
the queue to be sent out