This guide has been created for system authorisers and administrators. Specific role permissions may be required, including: Reports, Reports manager.
Overview:
edays provides the ability to run both preset and custom absence, overtime, system usage, and entitlement reports, and for these reports to be downloaded as a CSV, CSV - UTF-8 or HTML file.
This guide provides the steps required to schedule a report to periodically send to yourself, or any other user who has access to the Reports dashboard.
Step-by-step guide:
- Select 'Managers Tools' then 'Reports Dashboard'.
- Select the 'Data Reports' tab.
- Source the report you wish to schedule, if in a different folder, please navigate to that folder.
- Click the button with the 3 dots on the same line.
- Select 'Schedule Report'.
- Set the start of the scheduled reports via the 'Start date' section
- Include an end date for the schedule via the 'End date' section (if left blank, the report will run indefinitely)
- Set the frequency for the scheduled report as needed.
- On the Recipients tab, source the users you wish to include in the schedule by using the 'Users' (to send the report to a specific user) and 'Groups' (to send the report to a specific Group) search boxes
- Select the users and/or groups you wish to include in the schedule.*
- Once all users and/or groups have been selected, navigate to the “Can edit” tab to choose the users and groups that are allowed to edit this schedule.
- Select the 'Create scheduled report' button to save the changes and commit the schedule into edays.
Please note: Your visibility of users included in reports is determined by the Reporting User View setting. If you are an authoriser, and you are unable to see required users in reports, please raise this to one of your system administrators.
* Only users with the 'Reports' access permission enabled on their role will appear on this list. This permission is generally enabled on the Standard Authoriser role, though it could vary based on your system configuration. To review the role assigned to a user, please follow this guide.
This topic is also covered in our Learning Centre video covering the Standard Authoriser Overview: Standard Authoriser Overview.
Related Guides:
Reports - Editing a scheduled report | Reports - Running a scheduled report early