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Reports Section

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Scheduled Reports

Reports can be automatically generated on a recurring schedule, such as certain days of the week, specific days in a month, every x days, etc. For example, certain reports can be set up to generate every Friday, others to be generated on the first day of every month, and others to generate every day.

These automatically generated reports are provided to selected employees or organization units via one of the following delivery methods:

The set up parameters on the Schedule section determine how often the report is generated. The same report can be set up to be distributed to different Recipient groups at different schedule intervals.

The following sections are available when setting up a report schedule:

General

Opens a screen to configure basic information about this report schedule.

Recipients

Opens a screen to select the employees, the organization units, or the printer that should receive this automatically scheduled report.

Schedule

Opens screens to set up the recurring cycle for this report to be generated.

Reports that can be scheduled have a clock icon to the left of the report name. Click on the icon to open a screen to add, view, or edit the automatic generation schedule of the report.