In Workfacta, a Report is a periodically prepared document submitted for discussion at the meeting. A Report provides useful and relevant insights for management such as safety reports, payroll summaries, project updates, marketing plans, budget forecasts, etc.

To create a report, go to Quarterly Planning > Reports, and click the Setup Report button

Fill in the Description field and set the Owner and Updater. You'll also need to set the update frequency. If it's a monthly report the update frequency will be monthly, and in the example below it is the first Wednesday of each month.

Example: Create a monthly updated report

The actual report update can be any sort of file - a document, spreadsheet, pdf, or image and it doesn't have to be the same type of file or have the same name each time you update.

As this is a report which will also be used in future quarters, the recurring report is ticked.

Having saved the report definition, it will now be shown on the Dashboard and Update pages when the report is due.

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