Reporting+: Scheduling Reports

With Reporting+, you can schedule reports daily, weekly, or monthly to receive the data you need when you prefer. 

You can also create rolling reports by combining report filters with a schedule. For example, setting a filter on a report to show the last 7 days of paychecks, along with a schedule to deliver that report every 7 days will result in receiving an always up-to-date 7-day rolling report.

Watch the Video:

Creating a Schedule

To create a schedule for a report, open the Browse Reports screen in Reporting+ and click the three vertical dots button on the row of the report you would like to schedule, and then click Schedule:

Next, select your cadence for the report:

Setting a Cadence

You can select Daily, Weekly, or Monthly for a schedule. 

After making your selection, you will set the interval for the schedule. 

For Daily:

Enter the day you’d like to receive the report. For example, enter 1 for every day, or 7 to receive the report every seventh day. 

Use the arrows within the input field to increase or decrease the day count (you can click and hold the arrows to quickly increase or decrease the count):

For Weekly:

If you choose Weekly, you will also select the day(s) of the week you’d like to receive the report:

For Monthly:

If you choose Monthly, you will also select the day of the month you’d like to receive the report (i.e.: First day of the month, last day of the month, or a specific day of the month):

Next, select the time of day you’d like to receive the report. You can also select the time zone:

At the bottom of the page, you’ll see a preview of the schedule:

Click Continue in the bottom right corner to preview the current filters set on the report. 

Previewing/Editing Filters

After setting the cadence, you will see the current filters on the report for which you choose to create a schedule. 

If all filters look correct, you can click Continue in the bottom right corner. 

If you need to edit the filters on the report, click Edit Filters in the top right. 

Setting Delivery Details

Once filters have been confirmed, you’ll set the delivery options as desired. 

First, select the output format. Depending on the report itself, you may have different output format options.

Options include Excel, CSV, or PDF. Make your selection, and then click Continue in the bottom right corner:

Review and Create Schedule

Lastly, you’ll verify your schedule is set as desired on the “Review” page. If all looks correct, click Create Schedule in the bottom right corner:

Downloading and Scheduling Reports

You will receive an email when a scheduled report is ready to download. You can click Download your report to download the file:

Alternatively, you can navigate to the “Report Runs” screen in Reporting+ to download the scheduled report. Click Download under the “Delivery” column:

Editing or Disabling an Existing Schedule

On the “Browse Reports” page, click the three vertical dots button on the row of the report for which you’d like to edit or disable. Then select Disable or Edit: