Having automated reports sent directly from Projectmates to your mailbox is just a few simple steps away! Imagine the convenience of scheduling a financial report delivery for the first of every month, or a report of all outstanding RFIs for every Tuesday. Your reports could be waiting for you in your inbox the moment you need them. Just follow these 3 simple steps to set up your deliveries today!
Step 1: Open the report you would like to have delivered. Be sure to have it filtered and sorted just the way you want to view it in your mail. Projectmates will remember these settings, so the report is delivered exactly the way you need to view it.
Step 2: Click on Schedule Delivery. Change the title and enter the number of occurrences OR a Finish Date. Fill in the information for Recurrence to determine the frequency of the delivery. For example, if you need the report delivered every third Monday, select Weekly -> Every 3rd -> Monday
Step 3: Choose the format you would like the report delivered in such as PDF, HTML, Excel, etc. and the delivery type (Web or Email Delivery). Web delivery would require that the user login to Projectmates to view the report, while Email delivery would email the report directly to your Mailbox. Enter in the email addresses of the desired recipients, and click SAVE.
Now, just sit back and wait for your reports to be delivered directly to your mailbox!
With an Intel-based MacBook Pro, I am accessing Projectmates using Crossover and Internet Explorer 6.
I find the tabs don't always activate and the upload is unreliable if the file is over about 5 Mb. Any tips for Mac Users?
Thanks,
John Speakman
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Comment by Projectmates Team:
This looks like limitations of the Crossover or the Internet Explorer 6 on Mac. Some other Mac users may know a better way to use Projectmates with Macs.
Posted by: John Speakman | August 27, 2008 at 12:45 PM