BIM 360 Field Reports: Setting up Regularly Scheduled Automated Reports

Once you establish the parameters of your report, now you would like it to automatically be issued and distributed periodically. (Every day, every other day, every week, etc.)

STEP 1: On the report page, press the Schedule button at the top of the page.

STEP 2: The schedule info will open to the right.

STEP 3: Change the Schedule name to match the parameters of the particular report you have setup.

STEP 4: Choose how often the report will run and on which days and at what time

STEP 5: Select all of the individuals that you would like to receive the ENTIRE report which includes all issues for all subcontractors

STEP 6: Select this checkbox to send a report to all individuals for each company of only their companies issues

STEP 7: Adjust the Subject line as desired

STEP 8: Edit the message to be sent as desired

STEP 9: Save the scheduled report so that it is in the queue to be sent out