You can schedule reports you use frequently to be emailed to you on a daily, weekly, monthly, or yearly basis.
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After choosing the report and entering the report options to use for the scheduled report, select Schedule instead of Run Now:
For the date criteria, use the run date options instead of entering a pay period end date or date range, unless you want to schedule the report to always run for the same date range or pay period:
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Enter the schedule options:
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Delivery
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Enter the email address(es) to send the report to; separate emails with a space, comma, or semicolon. Note: There is no notification if the email delivery fails.
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Enter a subject and body (if needed) for the email.
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Select the output option. The report will be emailed in the file format selected.
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Scheduling
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Select the report frequency:
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Once: one time run at a later date
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Daily: run every X number of days
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Weekly: run every X number of weeks on a set day or days
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Monthly: run every X number of months on a set day
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Yearly: run yearly on a set day
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Select the schedule date range:
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Choose no end date to schedule the report indefinitely
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Check the “Retain this report schedule after end date” box if you would like to review the report schedule options after it is no longer scheduled.
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Schedule Name – you can give the scheduled report a unique name if needed; the default is the name of the report.
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Select Create Schedule to save the report schedule with the criteria entered:
You'll receive confirmation the report schedule was successfully created:
The report will be emailed to the addresses entered on the day(s) and times selected.
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You can review scheduled report options at any time under the My Scheduled Reports tab:
- The Refresh Data button will update the list including the last run and next run dates.
- To view scheduled reports that have ended, check the Include inactive reports schedules box.
- Click on the blue arrow to preview the report (the report will run with the date criteria using today's date as the run date).
- Click on the red X to delete the schedule.
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Click on the report row to view the schedule options:
Note: if you make any changes to the schedule options, select Save Schedule to save the changes.