How to Schedule a Report to be automatically E-mailed

 

 

 

Ability to schedule any report to be emailed

• There is now the ability to have any report scheduled to be emailed. 
• To set it up, first find the report you'd like to schedule, set the parameters using the dropdowns and checkboxes (Do not use the beginning and end day. that will be determined on the schedule you set)
  

  .

  
  
• It will then take you to the screen to set the schedule
  

  

 

 

• You can also choose to Schedule your payroll report to get emailed to you automatically at the end of your pay period. 
  • When you are on the payroll reports, click the "Schedule Report" in the lower right
  • In the "Frequency" dropdown select "End of Pay Period"
    • Example: If your payroll dates are March 10 - March 23, you will automatically get your report emailed to you on March 24th