Assign a 360 Report to Specific Projects or Users

Admins for the Company 360 Reporting tool can use rule-based conditions to assign reports to specific projects and users. They can define up to two conditions based on the following criteria to automatically map reports to matching projects and specific users for assignment:

• Project Attributes (for example, Project Type, By Country, Stage) or

• User Attributes (for example, User Name)

• Combined condition using AND or OR logic

Admins can edit a rule-based report assignment modal but cannot delete it. They can use this rule-based report assignment functionality for:

• Targeted distribution: Reports are automatically assigned to the right projects as new ones are created, eliminating manual project-by-project setup.

• Reduced clutter: Instead of cluttering every project or resorting to manual email workarounds, admins can now automatically map reports to specific project types, stages, or users. Field teams only see reports relevant to their project, improving dashboard usability. 

• Scalable control: Rule-based assignments grow with your organization without requiring ongoing admin intervention.

Note: This rule-based report assignment replaces the previous all-or-nothing report assignment model. See Assign a 360 Report to All Projects.

• Required User Permissions:

  • 'Admin' level permissions on the Company Directory tool.

• Additional Information:

  • Project 360 Report Access: Users with appropriate permissions can view and make copies of reports.

1. Navigate to the Company 360 Reporting tool.
   The main 360 Reporting page appears. The Reports tab is selected by default.

2. In the My Reports section, select the desired report.

3. Click the vertical ellipsis (⋮) icon located next to Export at the top right side.
   A dropdown menu appears.

4. Select Assign from the dropdown menu.
   The Assign Report tear sheet appears, allowing you to set conditions and preview results.
   Note: You can set up to two conditions or criteria for assigning reports.

5. In the Assignment Conditions section, do the following:

   1. Next to the When field, select a project or user attribute from the dropdown menu. For example, Project Country.
      You can see options matching the criteria in the dropdown menu next to the Matches field.
      Note: If you select All Projects, the report will be assigned to all projects. This is an existing functionality in 360 Reporting, as described in Assign a 360 Report to All Projects.

   2. Select the desired matching options (projects or users) from the dropdown menu next to the Matches field.
      Note: User Name and Project Name attributes are not dynamic because each user name and project name are distinct. You must select a specific user or project name. The remaining attributes are dynamic and display matching options when selected.

   3. View the results in the Preview Results section.

   4. (Optional) To use the AND OR logic, do the following:

      1. Select a logic from the AND dropdown menu located below the When field.
         The AND OR logic is not applicable if you have selected All Projects.

      2. Select a project or user attribute from the dropdown next to the AND field.

      3. Select the desired options from the dropdown menu next to the Matches field.

   5. (Optional) To delete a condition or logic, click the icon in the corresponding When or AND rows.

6. After previewing the results for report assignment, click Assign Report.
   The report is assigned automatically to specific users or projects based on the rules you defined.

7. To edit a report assignment or schedule, do the following:

   1. Select the desired report in the My Reports section.

   2. Click the vertical ellipsis (⋮) icon and select Assign from the dropdown menu.

   3. In the Assignment Conditions section, edit the conditions using When and AND dropdown menus.

   4. Preview the results and click Assign Report.

Note: You cannot delete a report assignment or schedule. To remove a schedule, copy the report and delete the original.