ShareFile

Create an activity report for a project

ShareFile projects allow you to create an activity report during the entire process of the completion of the project.

Use the following instructions to create a project activity report.

  1. Select the project you want to create an activity report for.

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  2. Select next to the project name then select Create activity report from the drop-down menu.

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    The Create activity report pop-up displays.

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  3. Enter the Report name.

  4. Enter the Date range for the report.

  5. Select Create.

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    A message displays stating “The report is being created. We will start the download for you once it is ready.

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  6. Use your browser download icon to access the download folder for the report.

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  7. Select the application you want to open the report with from the Select an app to open this .csv file pop-up.

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  8. The .csv file opens in the application you selected.

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Create an activity report for a project

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