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Last Updated: 09/28/2026 in Articles Admin User Management
To view and enable automated email reports, first navigate to your User Profile ( System Menu > Edit your profile ). Under the "Notifications" section, there are two types of reports: (1) Event Driven, and (2) Scheduled. Event Dri...
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Query and export card data across multiple projects.
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The single-project equivalent of the Project Dashboard.
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In / Out Metrics Submittals received:
The number of incoming folders created for the selected sources for the selected period of time.
We use the date of the folder
Files assigned (from submittals):
The number of files assigned from...
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Looking for KPI's for internal reporting purposes? Check out the Project Metrics Report ( System Menu >Reports > Project Metrics ) Set the Parameters Before running the report: (1) Define the output settings - set the date range, grouping me...