Working with the Report Schedule tool

The Report Schedule tool is available with the Reports Module. Authorized roles may use the tool to run reports at regularly scheduled intervals.

Select the Schedule Report option from any report page to set up a schedule. Alternatively, select Reports > Saved and Scheduled Reports from the main menu. The Saved and Scheduled Reports page opens. Click the Name link on the row that identifies the report schedule you want to work with. The Report Schedule page opens.

Report Schedule page contents

The following fields appear on the Report Schedule page:

  • Name. The name of the report.

  • Export Type. The type of file output. Options include PDF, XLS (Microsoft Excel), CSV (Comma Separated Values), and HTML (Hyper Text Markup Language).

  • Schedule Enabled. Click the check box to enable the schedule.

  • Email Report After Completion. Click the check box to e-mail a copy of the report to yourself upon completion.

  • Hour of Day. The hour of the day that the report will run.

  • Schedule. The day(s) of the week during the pay period that the report will run.

Report Parameters

The Report Parameters vary, depending on the report you are working with.

Related Topics

Adding and saving report schedules