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Save Custom Reports
Save Custom Reports

Save and update a custom Workforce report, find it under 'My Reports,' and regenerate or overwrite it anytime by updating the filters.

Updated over 3 weeks ago

Save a custom report

Here's how to save a custom report:

  1. Open the report

  2. Customise columns and apply filters

  3. Click Generate

  4. Go to Actions > Save to My Reports

  5. Provide a name and description

  6. Schedule the report

  7. Select Create Custom Report to save it


Access a custom report

Access a custom report by navigating to Reports > All Reports > My Reports, select the custom report, and click Generate.


Edit and update the custom report

You can update the filters of a custom report. You will need to regenerate the report and save your changes by navigating to Reports > All Reports > My Reports, selecting the custom report > Actions > Update custom report:


Schedule a custom report

To schedule an existing custom report to be emailed to you:

  1. Go to Reports > Custom Reports

  2. Select the report you wish to schedule

  3. Click Actions > Update the report

  4. Set email frequency

  5. Set email time (optional)

  6. Click Update Report

The report will be emailed to you with an attached CSV file and a link to open the report on the date and time you selected.


Pin a custom report

You can also pin your custom reports (or any other reports!) for ease of access. To do so, navigate to your desired report and select Actions > Pin Report.

Pinned reports will then appear in the Reports menu for convenient access.

They will also appear at the top of your Reports tab and with a pin icon next to them in your main reports list.


FAQs

I can't see the option to save a particular report. Why not?

Please note that we regularly add and update our reports, so some of our older reports don't support this functionality. Any newly released reports or those located under Workforce > Employee Reports support the save, pin, and schedule functionalities.

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