Saved Reports - Revision history

Jeffrey: /* Scheduling Reports */

2025-02-26T19:06:52Z

‎Scheduling Reports

Jeffrey at 17:07, 28 June 2019

2019-06-28T17:07:19Z

David at 16:21, 7 March 2019

2019-03-07T16:21:42Z

Stage: /* Saving Reports */

2018-04-02T23:01:37Z

‎Saving Reports

David: /* Saving Reports */

2018-02-26T19:08:59Z

‎Saving Reports

David: /* Saving Reports */

2018-02-26T19:08:40Z

‎Saving Reports

Joel: /* Saving Reports */

2017-12-05T15:31:30Z

‎Saving Reports

Joel: /* Scheduling Reports */

2017-11-30T17:02:51Z

‎Scheduling Reports

Joel: /* Scheduling Reports */

2017-11-30T17:01:17Z

‎Scheduling Reports

Stage: /* Scheduling Reports */

2017-06-11T18:39:22Z

‎Scheduling Reports

@@ Line 28: / Line 28: @@
 # From the Reports tab, select the Saved Reports drop down, and select the saved report that you wish to schedule.
-# In the Emailed Reports tab, enter the email addresses in the Email Recipients box. Enter one email per line pressing the Enter key to separate email addresses. You can optionally enter the message that will appear in the email body.
+# In the Emailed Reports tab, enter the email addresses in the Email Recipients box. Email addresses need to be separated either with a Comma, Semi-Colon, Space or entering it on a new line. You can optionally enter the message that will appear in the email body. Please note that if one of the email addresses entered is invalid, it will cause the scheduled report to fail.
 # Click the Run button to save the email addresses and the email message.
 # Go to the Tools tab and select Scheduled Tasks.

@@ Line 21: / Line 21: @@
 Your report is now saved. Close the report selection screen and from Saved Reports you can now select the report using the name that you used when you saved it.
-'''Please note that any changes that you make on a saved report will be saved when you click the Run button.'''
+'''Please note that any changes that you make on a saved report will be saved when you click the Run button and will therefore overwrite your previous saved settings.'''
 == Scheduling Reports ==

← Older revision		Revision as of 16:21, 7 March 2019
Line 1:		Line 1:
		+	Below is the link to the Youtube video that shows you how to set up a saved report and have it go out on a schedule.
		+
		+	[https://www.youtube.com/watch?v=fs_tVl2cwCs Saving and sending a Report]
		+
		+	The instructions are also written out below.
		+
	[[image:SavedReportsButton.png]]		[[image:SavedReportsButton.png]]

@@ Line 15: / Line 15: @@
 Your report is now saved. Close the report selection screen and from Saved Reports you can now select the report using the name that you used when you saved it.
+'''Please note that any changes that you make on a saved report will be saved when you click the Run button.'''
-−
-<div style="font-size:16pt;color:#FF0000;">'''***Any changes that you make on a saved report will be saved when you click the Run button.***'''</div>
 == Scheduling Reports ==

← Older revision		Revision as of 19:08, 26 February 2018
Line 14:		Line 14:

	Your report is now saved. Close the report selection screen and from Saved Reports you can now select the report using the name that you used when you saved it.		Your report is now saved. Close the report selection screen and from Saved Reports you can now select the report using the name that you used when you saved it.
		+
		+

	<div style="font-size:16pt;color:#FF0000;">'''*Any changes that you make on a saved report will be saved when you click the Run button.*'''</div>		<div style="font-size:16pt;color:#FF0000;">'''*Any changes that you make on a saved report will be saved when you click the Run button.*'''</div>

@@ Line 13: / Line 13: @@
 [[File:SaveFolder.JPG]]
-Your report is now saved. Close the report selection screen and from Saved Reports you can now select the report using the name that you used when you saved it. '''***Any changes that you make on a saved report will be saved when you click the Run button.***'''
+Your report is now saved. Close the report selection screen and from Saved Reports you can now select the report using the name that you used when you saved it.
 == Scheduling Reports ==

@@ Line 7: / Line 7: @@
 # Choose the report from the Reports tab that you would like to save.
 # Make your changes to the report so that when the Run button is clicked, the displayed report is correct, i.e. the correct employees, date range and information. Please note that on the Date Range tab, you must use a Preset and not choose dates from the calendars. This is needed because the date range of the report needs to be relative to WHEN the report will be run.
-# On the Save tab, enter a descriptive name for the Saved ID (eg. Time Cards) and click the Save button. Your name can also include a folder name such as Daily\Time Cards. Folder names allow you to organize your reports into groups. By adding the Daily\ to the name of the report it will create a folder named Daily.
+# On the Save tab, enter a descriptive name for the Saved ID (eg. Time Cards) and click the Save button. (Your name can also include a folder name such as Daily\Time Cards. Folder names allow you to organize your reports into groups. By adding the Daily\ to the name of the report it will create a folder named Daily). Make sure not to click the "Save Actual Employee Selection" as this will freeze the employee list and prevent the report from updating to include new employees.
 [[File:SaveID.JPG]]

@@ Line 30: / Line 30: @@
 Your saved report is now scheduled and will be automatically emailed. You can manually run the report immediately by selecting the saved report in the list of scheduled reports and clicking on the Run button.
-----------------------------------------------
+== Email Time Cards To Each Employee ==
 You can also schedule the Time Card report to email each individual employee their own time card.

@@ Line 29: / Line 29: @@
 Your saved report is now scheduled and will be automatically emailed. You can manually run the report immediately by selecting the saved report in the list of scheduled reports and clicking on the Run button.
 == See Also ==
 * [[Reports]]

@@ Line 17: / Line 17: @@
 == Scheduling Reports ==
-You can schedule any saved report to be automatically emailed on a recurring schedule, i.e. daily at 10 am.
+You can schedule any saved report to be automatically emailed to a list of recipients on a recurring schedule, i.e. daily at 10 am.
-# From the Reports tab, choose the Saved Reports drop down, select the saved report that you wish to schedule.
+# From the Reports tab, select the Saved Reports drop down, and select the saved report that you wish to schedule.
-# In the Emailed Reports tab, enter the email addresses in the Email Recipients box. Enter one email per line pressing the Enter key to separate email addresses. You can optionally put the message that will appear in the email body.
+# In the Emailed Reports tab, enter the email addresses in the Email Recipients box. Enter one email per line pressing the Enter key to separate email addresses. You can optionally enter the message that will appear in the email body.
-# Click the Run button to save the email addresses (and email message).
+# Click the Run button to save the email addresses and the email message.
 # Go to the Tools tab and select Scheduled Tasks.
 # From the Saved Report drop down, select the saved report that you want to schedule.
 # In the Frequency box select how often you want the report to run. Each frequency selection will give you different options as to when to run. For example, Weekly frequency allows you to select what days of the week.
-# Select the Start Date and Time.
+# Select the Start Date and Time. The Start Date is primarily used when you use an interval such as bi-weekly so as to run in the correct "second" week.
 # Click on the Add button.
-Your saved report is now scheduled and will be automatically emailed. You can manually run the report by selecting the saved report in the list of scheduled reports and clicking on the Run button.
+Your saved report is now scheduled and will be automatically emailed. You can manually run the report immediately by selecting the saved report in the list of scheduled reports and clicking on the Run button.
 == See Also ==
 * [[Reports]]