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How to Export and Share Reports

Learn how to export a report to your device or to Google Sheets, share reports via email, or create a scheduled report.

TABLE OF CONTENTS

How to Share a Singular Report

Once you’ve created and run a report, you have several ways to save the result and share it with your coworkers.

A screenshot that shows all the export and share options you have when a Google account is connected to your Precoro profile

  1. Press Export to save the file to your device. You can then send it via any communication platform you prefer.
  2. If you have a Google account connected to Precoro, you can export the report to Google Sheets with private or shared access. Learn how to do so in this article.
  3. You can also send reports directly from Precoro to your colleagues' email addresses. Pressing the Send to Email button will open a dialog window where you can:
    • Enter the email addresses to which the report will be sent. You can enter several addresses separated by commas.
    • Enter the file name that the addressees will see. 
    • Click the Send button to send the emails.

A picture of a pop-up window that helps you send reports via email

How to Create and Share a Scheduled Report

You can also save filters for a necessary report, generate it on a set schedule, and have it automatically exported to Google Sheets or sent via email.

You create a scheduled report in a few simple steps:

  1. Open the Reports module, select a custom or predefined report, and set all the necessary filters. Once ready, press Save Filter to save the configuration. 
  2. Once you have filters for a report type, a Saved Filters button becomes available on the report creation page. Click it to access the list of saved filters.
  3. Find the necessary filter and click the Schedule Report button. It will open a dialog window where you’ll be able to choose if you want to send the reports via email or Google Sheets, set the frequency, and select the users you want to share the report with.
  4. You'll be able to select Google Sheets in the Send to field if you have a Google account connected to your Precoro profile. Learn more about this option in this article.

 

On all Precoro domains, reports will be automatically generated at 2:55 UTC.

The time zone settings in your company do not affect this default setting.

You can also edit any scheduled report and view or adjust the recipients. To do so, find it on the Saved Filters page and click Edit Scheduled Report. Make changes in the dialog window and press Save to confirm them.

Edit scheduled report button