How to setup Scheduled Reports in InfoTime
Created by Dylan Marriott, Modified on Tue, 16 May 2023 at 03:42 PM by Dylan Marriott
You can use Scheduled Reports to automate when you receive employee reports, and can also specify report type. The Scheduled Reports can also be configured to filter specific parts of the company and departments that is already setup for your employees.
TABLE OF CONTENTS
- Finding Scheduled Reports
- Adding a new Scheduled Report
- Configuring the Scheduled Report
- Adding Filters
Finding Scheduled Reports
On the main Dashboard page, go along the top bar to reports, and scroll to the bottom and you'll see 'Scheduled Reports' and click.
Adding a new Scheduled Report
Go to the bottom right of the page and click 'Add New'.
Configuring the Scheduled Report
Under 'Schedule Name' you will want to put in a descriptive name for the kind of report you want, especially if you plan on doing multiple types of scheduled reports. For example, Weekly Timesheets or Factory Employee Reports.
Under 'Select report' you will see a drop down box with every type of report that can be generated. Select the one you would like to add. You can only select 1type of report per schedule so for multiple reports you will need to set up multiple schedules.
The 'Start Date' and 'End Date' mean the start and end time that you will begin receiving the reports. The start time can not be anything before the current date, and the end time can be set to any point in the future.
'Email Send Type' has 2 options; After X amount of days which will send you a report every X days that you specify, and on a specific day of the month which is the same date every month of your choice.
'Days/Days of Month' are the specific amount of days or the date that you selected previously. Enter however many days you would like your reports to be generated if you selected 'After X Days'. Or enter the date that you would like as a flat number for 'On Day of Month, for example '23' would mean the 23rd of every month.
'Email Send Time is the specified time that you want to receive the email report.
And then just enter the email address and click the 'Add' button, do this for every person you want to receive these reports.
Finally all you have to do under 'Report Filter Criteria' is select the drop down box 'User' and select which user will have the Scheduled reports. You may not have a dedicated user and may just be labelled 'Admin' or something similar.
If you want to generate an 'Employee Warning Report' to check absences and forgotten clockings, there is a slightly different box under 'Report Filter Criteria' that must be filled labelled 'Last Day(s). This will just run a report warnings for the last however many days you specify in this.
Under the 'Warnings' tab you have the ability to select through a drop down menu which errors you want to come through in the report.
And lastly just scroll to the bottom and click 'Save' and you will now start receiving reports every specified day of your choice.
The 'Report Filter Criteria' varies from each report. The main ones you will come across are 'Company' and 'Department' and 'Employee'.
Company: If you have multiple companies set up within your business you can user this to filter reports from each separate company.
Department: If each of your companies has a department you can specify each separate department within the company to generate reports for.
Employee: This can be either be through the employees name or their clocking number dependant on the report, and will simply filter to the chosen employee so you can receive reports specifically for them
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