Scheduling a Report

Scheduling reports is like running reports. You still provide a timeframe and any other filters, but instead of running the report immediately, you’ll select the date and time at which the report will run. After the report runs, you’ll receive an email notification that the report is ready to download.

1. Select Reports > Reports from the Navigation panel. The list of reports displays.

2. Select the Report Name of the report to run.

3. Select the period of the report.

4. Set any other desired parameters for the report such as a Recipient, Department, or DCW/Employee.

5. Select Schedule Report. The Schedule Report screen displays.

6. Enter the date and time that the report should run and select the file format for the results.

7. Select Save. A green confirmation message indicates that the report has been scheduled successfully.

Retrieving a Scheduled Report 

1. Select Reports > Scheduled Reports from the Navigation panel. The list of scheduled reports is displayed.

2. If a scheduled report has been completed, a download icon () will appear in the Actions column on the line for the report.

3. Select the download icon () to download the results.