Saved searches can be distributed in real-time on a schedule.
1. Follow the steps above, then go to step 3 below.
2. If you have a saved search and want to add a schedule, expand your search and click on Edit Favourites.
3. Click on the Schedule tab.
4. Set up the schedule as required.
Frequency - Once, Daily, Weekly or Monthly.
Start Date - Set date when to begin sending the report out.
End Date - Select the desired run time.
5. Select who you want to send the report to
Distribute To - who do you want to send the report to.
6. Choose document type to send report on.
Distribute Via - To send the report to users on RIB CX it must be distributed via a document type that exists on the project.
7. Configure how you want to notify users when the Report is sent out
8. Click Save.