Scheduling a Report

 

1. Navigate to the Reports screen. (Reports > Reports)

2. Select the REPORT TYPE and REPORT NAME.

3. Enter/Select the applicable fields in the Timeframe section.

4. Enter/Select the applicable fields in the Select Parameters section.

5. Click SCHEDULE REPORT.

Note: Reports run using longer date ranges or containing lots of data may require the selection of other parameters such as: Client, Employee or Supervisor to reduce the size of the report and ensure efficiency.

6. Enter/Select the month and time for the report to run.

The minimum reports schedule time is 1 hour.

7. Select the format for the report to be output in.

Click SAVE. Scheduled reports are available to download on the Scheduled Reports screen.