SmartPM’s Executive Report Subscriptions allow you to automate the delivery of key project insights directly to your inbox or your executive team on a recurring basis. This ensures stakeholders stay informed without needing to log into the dashboard.
An Executive Report is a high-level summary generated from the Executive Dashboard. It provides clear, actionable insights into schedule performance, risk exposure, and project health across your portfolio.
These reports are typically used by:
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C-level executives
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Directors of Construction
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Project executives
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Stakeholders who prefer periodic email updates over platform login
To access the Executive Dashboard tool:
- Go to the Admin module
- Click on the Subscription tool
- Click on the blue 'Add Executive Subscription' button to create an executive subscription
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Give the Subscription a name and if you would like you can add a description as well.
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On the Project section, you can make filters based on the Metadata. You will only get reports that match the metadata filters set up in this section. This is not a required section and you can skip it if you don’t want to set up any filters based on the metadata.
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On the Select & Add Report section, choose which reports are sent in the subscription. The reports are based on the Executive Dashboard layout for each Role. If you choose 'My Executive Dashboard Layout', the subscription will include the executive dashboard view that is your default currently
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You can choose as many reports available that you want, just click on the plus sign to add more reports.
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Some reports require more information, you will need to input those information to complete the setup
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Click on the plus sign under Notifications to add who will be receiving the reports.
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You can choose from company roles, project roles or specific email addresses.
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You can mix and match any selection, pick as many role groups as you need and add as many emails as you want.
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- Then you can choose the specific frequency that your subscription will send in the 'Delivery Event' section
- Save the notification
