You can configure scheduled reports to automatically send any of our pre-built reports to recipients on a daily, weekly, fortnightly, or monthly basis.
Notes:
- Reports will be emailed out in PDF or Excel format
- Scheduled reports can be configured to run on a specific timezone if your company is spread across different time zones.
- Reports are emailed to selected User Roles
- A User Role can be created only for Scheduled Reports and Notifications without requiring access to WorkforceTNA.
- Certain reports contain different Report criteria.
To setup a scheduled report, follow these steps:
Steps:
1. Click on Reports
2. Click on Scheduled
3. Click Add on the right-hand side of the screen.
4. Select the Report Type
5. Add a Description of what the report is trying to achieve.
6. Update the Timezone if it needs to be different from the default.
7. Select the correct Export Format
8. Select the correct Frequency and Time Off Day you're sending the report
9. Choose the User Roles that will be receiving this report.
10. Go through the Report Criteria and update the Sort By options and Data options.
11. Press Save
Once the report has been saved a Test Scheduled Report becomes available to test the report being sent correctly with the formatting you've selected.
Where to next?