Scheduled and Saved Reports

Modified on Thu, 17 Apr at 4:27 PM

The report schedules can be accessed by clicking on the options under Report Schedules:

Scheduled vs Saved Reports

The configuration steps for the scheduled and saved reports are almost identical except for the fact a saved report should have the Schedule option set to disabled. This will make this report available for employee(s) to use the Show Results option but not to send emails.
Apart from this however they are updated in the same manner.

My Scheduled Reports

This page allows you to view any scheduled reports that you have created and their configuration.

All Scheduled Reports

If your account has been given HR access this page allows you to view all the scheduled reports.

By clicking the Edit button on a specific row in either of above reports you can edit the configuration of the report schedule. These include the frequency of the report, the recipient(s) of the email and whether it is enabled or not.

When you have found a report you wish to schedule, click the scheduled/saved reports button:

This will bring up a new dialogue box where in any scheduled/saved reports will appear.

To add a new scheduled report, click on the add button.

At this point you will be prompted to provide further details and parameters for your report.

The first page will be where you will enter a title/name for the report, set the status to enabled, and select who the report is running on behalf of:

If you then click on the notification option, you can set your desired recipients of the link to this report, and set the email subject and body:

Next you will need to confirm your report options by clicking on the ‘Report Options’ tab. Here under ‘selection’ you will confirm the selection criteria, this can be grouped by department, job role or even specific employees:

Certain reports will have the ‘format’ tab, here you can select which fields of information you want available within your report:

If you then move on to the second ‘report options’ tab you can confirm some final parameters for your report including, leave year the report is to be run for, active, archived or both in terms of employee type, and the date options for the report. You can set specific date ranges, or have a relative report for example one shows all leave taken from the 1^st of a month until the 31^st of a month