Skip to main content
Sending a progress report

Sending progress to clients or other stakeholders is simple using Materio's activity feed

Thomas Chau avatar
Written by Thomas Chau
Updated over a year ago

1. Click on the "Activity" tab

All important updates to your project are managed in the Activity tab of your project.

Click on 50…

2. Click on Prepare Report

Click on Add note…

3. Click on Generate Report

Select a timeframe to report on, then click "Generate Report"

Click on Generate Report

4. Select the people to send the report to

You can also customize the content of the report. By default, reports contain notes from your time tracker, upcoming events on the timeline, and recent changes to the project like approvals, plan updates, or scope edits.

Click on Thomas Chau…

5. Optionally, enter a note to summarize what happened

Type "We finished the floor plans"

6. Click on Send

A report will be emailed to everyone selected.

Click on Send

Did this answer your question?