Difference between revisions of "Saved Reports"
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# Choose the report from the Reports tab that you would like to save. | # 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. | # 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 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. | + | # 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. |
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. '''***Any changes that you make on a saved report will be saved when you click the Run button.***''' | ||
Revision as of 20:56, 23 January 2017
Saving Reports
Any changes that you make on a report can be saved so that you can run the report with the same settings at a later date.
- 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.
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.***
Scheduling Reports
You can schedule any saved report to be automatically emailed on a recurring schedule, i.e. daily at 10 am.
- From the Reports tab, Saved Reports drop down, 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.
- Click the Run button to save the email addresses (and 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.
- 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.
