Dynamic reports provide a way to share plan information that is always up to date. Instead of sending new files every time the schedule changes, a single link can be shared once. That link can be bookmarked and accessed at any time, from any device, to view the most current version of the report.
Dynamic reports are useful for keeping stakeholders informed without the risk of outdated information circulating.
How to Share
To access dynamic reports, open the Plan menu and select Share plan….
In the Share Plan dialog, enable Dynamic reports and click Copy public link for the report you want to share. You can then send this link to others, who can bookmark it for quick access at any time.
Lookahead Report
The Lookahead report is a day-by-day listing of the project schedule, showing what needs to be done to stay on track.
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Can be filtered by date range or by people.
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The fields displayed can be customized, so you can show the level of detail needed.
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Provides a simple, text-based view that many teams prefer for short-term planning.
This report is ideal for weekly coordination meetings, daily check-ins, and short-term visibility.
Gantt Chart
The dynamic Gantt chart allows you to share the schedule as a visual timeline without requiring the recipient to have an account and log in.
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Shows the project schedule in a traditional Gantt view.
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Provides a simple way for external stakeholders to see project timing and dependencies.
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Like the Lookahead, the link can be bookmarked for quick access on any device.
This option is especially helpful for executives or clients who need visibility into the project schedule but don’t work directly in the application.
Plan JSON
For advanced users, the Plan JSON option provides structured plan data in machine-readable format.
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Designed for connecting external applications to the plan data.
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Common use case: integrating with business intelligence tools such as Power BI to build dashboards.
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Enables custom reporting and analysis beyond what is available directly in the application.
Summary
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Lookahead → Day-by-day schedule, filterable and customizable.
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Gantt Chart → Visual schedule, easy to share with anyone via a link.
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Plan JSON → Advanced integration for external tools like dashboards.
With dynamic reports, you only need to share the link once, ensuring everyone always sees the latest schedule information.