How To: Schedule Role-Based Project Reports

You can easily save and schedule role-based project reports in Zenput, giving you more control over how you track project completion across different roles and locations.

🎥 Watch the video below or scroll down for a step-by-step walkthrough: 

1. Go to the Reports tab, and click on Create in the top-right corner.

2. Select Report Type – Projects.

• Select one of the following:

  • Project Completion Recap for Users

  • Project Completion With Failures for Users
    

• Click Create Report.

3. Set Up the Report

Give your report a title, choose the team, and select the role (e.g., Store Manager), the project, the due date.

4. Under Recipients, choose between:

• • Creator’s Visibility – report data will reflect your access level.

  • Recipient’s Visibility – report data adjusts to the recipient’s hierarchy level.
    

5. Choose Recipients

• Send the report to:

  • All users in a specific role

  • All locations

  • Specific users or email addresses
    
    

6. Set Up Scheduling

• Under Recurrence, choose:

  • Never – send the report once

  • Daily / Weekly / Monthly / Yearly

• Pick the start date, time, and (for weekly/monthly) the specific day(s) and intervals (e.g., every 2 weeks).
  

7. Save or Send

• Click Save to schedule it.

• Or choose Send Now to send it immediately.