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Report Subscription - Automated Generation of Reports to be Emailed

A Report Subscription allows you to have the system email you a report on a subscription basis, i.e., daily, or weekly at a specific time.

 

Navigate to Reporting - Select your reporting category (Hours for example) - Select your report:


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Specify the filters for the report, for example, the date range that the report will be run for.

In this example we are setting up a report to run daily, for Yesterday’s hours:

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View the report:

 

Once the report data is displayed, select the Save Report option at the top right:

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Select the Schedule box, complete the subscriptions fields, and press Save. 

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After your report has been successfully saved, you will see this message at the top:


To further manage your subscription, i.e., to change the time, frequency, or filters, navigate to Reporting à My Subscriptions.

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From My Subscriptions, you will see the details of the report, along with the status:

At the right, you may delete the report , edit the report , or run the report now 

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