Scheduled Reports

If your status report is easily defined in a Clarizen report , you can schedule that report to be distributed via a Clarizen discussion or email in a .pdf or Excel format.

Admin Steps:
  1. Create a Clarizen report
  2. Edit the report
  3. Click “Schedule”
  4. Set desired scheduling parameters
End User Steps:
  1. Check email
  2. Read status report
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