A chart-based report includes data from a single chart. A dashboard-based report includes pictures of all charts in that dashboard.

Any project member can generate a report on a chart or dashboard that they can view. Dashboard owners, project administrators, and license administrators can schedule email delivery of chart- and dashboard-based reports to project members and external recipients.

For details, see the following sections:

• Chart-based report options
• Scheduling chart-based reports
• Scheduling dashboard-based reports
• Generating chart-based and dashboard-based reports
• Unsubscribing from chart-based and dashboard-based reports

See also:

• Languages in reports

Chart-based report options

The chart-based report options apply when you schedule or generate chart-based reports.

Scheduling chart-based reports

Dashboard owners, project administrators, and license administrators can schedule email delivery of chart-based reports to project members and external recipients.

To schedule a chart-based report:

1. Open the dashboard and scroll down to find the chart.

   See Viewing project dashboards and Viewing cross-project dashboards.

2. In the upper-right corner of the chart box, click Actions , and then click Schedule delivery.

3. Switch the Deliver on schedule toggle on, and specify the delivery period settings.

4. Specify the report options.

5. In the Send to field, select the project members that will get the report, or type the email addresses of external recipients.

6. Click OK.

Scheduling dashboard-based reports

Dashboard owners, project administrators, and license administrators can schedule email delivery of dashboard-based reports to project members or external recipients.

To schedule a dashboard-based report:

1. Open the dashboard and scroll down to find the chart.

   See Viewing project dashboards and Viewing cross-project dashboards.

2. Do one of the following:

• In the upper-right corner of the dashboard box, click Actions , and then click Schedule delivery.

• Click the dashboard box to open the dashboard and then, at the top, click Schedule delivery.

3. Switch the Deliver on schedule toggle on, and specify the delivery period settings.

4. If you want to add the company logo to the title page, select the Include company logo checkbox.

5. In the Send to field, select the project members that will get the report, or type the email addresses of external recipients.

6. Click OK.

Generating chart- and dashboard-based reports

In addition to scheduled report delivery, you can generate a report and email it to any person at any time.

To generate a chart- or dashboard-based report:

1. Open the dashboard and scroll down to find the chart.

   See Viewing project dashboards and Viewing cross-project dashboards.

2. Do one of the following:

• To generate a dashboard-based report, in the upper-right corner of the dashboard box, click Actions  and then click Send now.

• To generate a chart-based report, open the dashboard, scroll down to find the chart, and then, in the upper-right corner of the chart box, click Actions and click Send now.

3. Do one of the following:

• For a dashboard-based report, specify whether you want to add the company logo to the title page by selecting or clearing the Include company logo checkbox.

• For a chart-based report, specify the report options.

4. In the Send to field, select the project members that will get the report, or type the email addresses of external recipients.

5. Click Send.

   The report generation might take a few minutes. Then all recipients will get the report by email.

Unsubscribing from chart- and dashboard-based reports

You might receive reports by email because another project member added you to a mailing list. If you do not want to get these reports, you can unsubscribe from them.

To unsubscribe from a report:

• Click the unsubscribe link at the bottom of the email message.

  If there is no unsubscribe link, it is a one-time email that was sent manually.