Report Scheduling

You may schedule a report to automatically generate at a specific time, on a certain date, and at a regular interval. These reports are sent to the work email address entered in your Employee Contact Information.

In addition, you can have the reports sent to your home email address and/or share them with other employees.

 

To schedule a report, do the following:

• Click Report, then click Saved Reports in the main menu.
• Locate and click on the report in the listing, then click Edit in the button bar.
• Click the Schedule tab, and then click New in the sub-button bar.
• Complete the fields.
• Click Save in the button bar to save the schedule.

 

Report Schedule Tab FIELD DESCRIPTION Status Select the status from the drop-down box. STATUS DESCRIPTION Enabled The report schedule is active. Disabled The report schedule is inactive. Name Enter a name for the scheduled report. Description Enter a description of the report. Format Select the file format for the report. FORMAT DESCRIPTION PDF PDF file format requires a PDF reader to open. HTML HTML file format opens in a web browser. Excel/CSV CSV file opens in Excel or other spreadsheet applications. Priority Choose a priority of high, medium, or low to identify the importance of this report schedule relative to other report schedules. PRIORITY DESCRIPTION High The report is the highest priority and must execute before other reports with medium and low priority. NOTE:  This report is critical and must execute at precisely the specified time. Medium The report is a lower priority and can execute after reports with high priority. Low The report is the lowest priority and can execute after the reports with higher priorities. Start Date Select the start date for the schedule from the calendar. End Date Select the end date for the schedule from the calendar Minute Select the time at which the report will run by choosing the minute (in 15-minute increments) and moving it to the right. Hour Select the hour and move it to the right. Day of Month Select the day of the month and move it to the right. Month Select the month and move it to the right. Day of Week Select the day of the week and move it to the right. Email Even if Blank Check the box to email the report even if the report has no data. Send Report to Home Email Check the box to send the report to your home email address, in addition to your work email address. Send Report to Other Email Enter any additional email addresses to which you want to send the report. Each email address must be separated by a comma.