The below guide is to guide you through scheduling a report.


This would be used to send a report to a user or users on a scheduled basis.

Step by step guide:

  1. Go to the reports dashboard, this may be saved as a favourite, if it is not saved to your favourites you can find this by going to managers tools.
  2. Click on the data reports tab.
  3. Identify the report you wish to schedule and press the Schedule button on its row.
  4. Set the First Report Date.
  5. Optionally set a Stop Date. If no stop date is set then the schedule will run indefinitely.
  6. Set a Frequency the schedule should follow.
  7. Choose the users the report should be sent to.
  8. Press the blue Create button to create the scheduled item.


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Note: 

  1. Scheduled items can be reviewed and managed via the Scheduled reports button at the top-left of the Data reports page. Additionally, when scheduling a report for other users, please note the report will be sent as-is, so you may wish to limit the data included by filtering the results of the report.
  2. You will need the Reports permission applied to your e-days role in order to carry out this task.