Setting up scheduled reports

Overview

Scheduled reports are here! Building upon the report templates feature, we have now made it possible to automatically generate and send saved report templates to selected employees.

Such reports can be sent on a weekly or monthly basis and can include data from the previous, current or following period.

Permissions
Setting up scheduled People reports
Setting up scheduled Leave reports
Outcome of scheduled reports
Related articles

Permissions

Scheduled reports can be accessed from the "Reports" section and require the Manage All Employee Data permission. This needs to be assigned to individual employees or existing roles within Talexio. Also, it is worth noting that the employees receiving the report will need to have their 'work email' saved in their profile. To schedule leave reports, you will need the Request Leave permission.

Setting up scheduled People reports

From the "People" page click on "Reports" and then "Scheduled reports". Once clicked, a new dialog will appear.

Through this dialog, you will be able to set scheduled reports. Click on the "Add new" to show the set up dialog.

When the dialog appears you will see a few available options. Fill out your details and choose your repeat period "Weekly or Monthly", then your "Repeat day" and move on to your "Receivers". There is also the option to set up a dynamic date range "Previous, Current or Next week". Once complete click on "Schedule report".

Note: Report templates need to be saved prior to saving a scheduled report. Click here to see how this can be done. You can also contact our support department for more info.

Setting up scheduled Leave reports

From the "Leave" page click on "Reports" and then "Scheduled reports". Once clicked, a new dialog will appear.

Through this dialog, you will be able to set scheduled reports. Click on the "Add new" to show the set up dialog.

Note: Report templates need to be saved prior to saving a scheduled report. Click here to see how this can be done. You can also contact our support department for more info.

Outcome of scheduled reports

When configured correctly, depending on which day is chosen, the report will be received to the selected employees inbox with the report name as the subject.