How to Create Project Report Alerts

Modified on Thu, Sep 5 at 10:52 AM

Navigate to the ORGANIZE tab

Under the Strategies folder click Project Reports 

From the filtered results, click a specific project report that you want to create an Alert for

Navigate to the Alert button on the selected Project Report

In the "Create Alert" page, fill out all necessary information and click Save

HOW TO VIEW THE CREATED ALERT

Navigate to the top of the screen and click the Alert button 

Select "View All"

From the filtered results, the most recent project report alert will show up first

Navigate to the "Go to Target" button

A pop-up message asking if you want to proceed will appear

Once you click Yes

The Project report details for the project that the alert was created will be displayed









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