How to schedule a Report?

MyMove allows you to automate the generation and delivery of reports. This is useful for sending regular project updates to clients, partners, or internal teams.

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1. Enable Scheduling

After creating a report or selecting an existing one, click on “Schedule Report” from the report actions menu (⋮).

Report page

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2. Configure the Schedule

Fill in the following settings:

• Report Interval: Choose how often the report should be sent. You can select standard intervals (e.g., daily, weekly, monthly) or configure a custom recurrence pattern.

• Time Range Reference: Define the logic used to calculate the report’s data window (e.g., “last 30 days,” “previous month,” etc.).

• Recipients: Add one or more email addresses. The report will be delivered automatically to these contacts.

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3. Save and Activate

After defining your preferences, click “Save Schedule”. The system will automatically generate and send the PDF report at the configured frequency with up-to-date data.

Each scheduled report is regenerated just before being sent, ensuring the data is always current.

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You now have both manual and automated reports set up in MyMove. These tools help streamline communication, enhance project visibility, and ensure all stakeholders stay informed.

For more information, see the Reports section of the MyMove Documentation.