Distribute reports once they are generated

Administrators can distribute reports once reports have been generated. Administrators have four options for distributing reports (including using the Project Autopilot to send reports and/or allow managers to download their employee's reports).

Option 1: Manually save or distribute reports.

• From the drop-down menu, select Reports >> Distribute Reports. From this page you will see that you can save the reports to a zip file and download them to your computer and/or email reports to targets, managers, or a specific email address.
• Select the option which you would like to use to distribute your reports.
• Choose if you show the reports from "This project " or "All active projects".
• Choose if you will perform the action on "Selected Reports" or "All reports listed below".
• Select the appropriate expiration for the report links to be distributed.
• If you choose to select individual reports, select the reports you would like distributed.
• Click "Submit".
• If you chose to "Package Reports in a Zip file" a link will appear for you to download the reports. If you chose to email the reports, they will be queued for you to send when you are ready.
• Go to Email >> Queued Messages to preview and send the emails.

***In order to email the reports to the managers you need to make sure that your managers group is set to a "Manager Group". (From the drop-down menu, select Setup >> Relationship Groups, click the advanced link next to your manager group and choose "yes" to the question "Is this a Manager Group?")

Option 2: Setup the Autopilot to automatically distribute reports on a certain date.

• From the drop-down menu, select Project >> Project Autopilot.
• Scroll down to the Reports section to see the option to turn on the feedback reporting phase for managers and email delivery options.
• Enter a date for the report distribution option you would like (reports must be generated prior to this date).
• Scroll back up to the Settings section.
• Turn the Autopilot Master Switch to "ON", choose whether to Queue or Send, and customize the event execution time if the perfer a time other than the default.
• Scroll to the bottom of the page and click "Save Settings".
• If you chose "Queue", you will need to log in to the project and send the emails from Email >> Queued Messages.
• Don't forget, you should generate your target's reports before you turn on this phase (either manually or by utilizing the Autopilot for report generation prior to the date entered for Manager Reporting Phase).

Option 3: Allow managers to download their employee's reports.

• You can turn on the Reporting phase that will allow managers, if marked as a manager group, to download their employee's reviews from their dashboards. From the drop-down menu, select Project >> Phases.
• Turn ON the Manager Reporting Phase.
• Don't forget, you should generate your target's reports before you turn on this phase (either manually or by utilizing the Autopilot for report generation prior to the date entered for Manager Reporting Phase).

*** In order for managers to be able to access reports, you need to make sure that your managers group is set to a "Manager Group". (From the drop-down menu, select Setup >> Relationship Groups, click the advanced link next to your manager group and choose "yes" to the question "Is this a Manager Group?")

Option 4: Send managers a summary email with a link to login and view reports for all of their employees.

• Complete the steps from option 3, above.
• From the drop-down menu, select Email >> Summary Report Email .
• Choose to send the emails immediately or queue them to send later.
• Select the managers for which you would like to queue a summary report invitation and "Queue SELECTED Messages" OR click "Queue ALL Messages".
• This email template can be edited from Email >>Edit Email Templates >>Other Messages >> Summary Report Notification Email for Managers.

*** In order for managers to be able to access reports, you need to make sure that your managers group is set to a manager group. (From the drop-down menu, select Setup>> Relationship Groups, click the advanced link next to your manager group and choose "yes" to the question "Is this a Manager Group?").