Once you've customized a report in the Reports Center, you can save it to My Saved Views for quick access and schedule it to be emailed automatically through Delivery Schedules.
Save a report to My Saved Views
Step 1: Once you have tailored the report to your preferences, you can save your settings by clicking the Memorize button located at the bottom of the Customize panel on the right.
Step 2: You have the option to save the memorized report for your personal use or share it with other administrators within your organization. Additionally, you will assign a name to the memorized report for easy identification. A memorized report can also be overwritten if needed.
You can access all your memorized reports from the ‘My Saved Views’ tab above the Reports Center.
Click a report's name to run it anytime. If the report uses a preset date range, such as Today or Last Pay Period, the range updates automatically each time you run it.
To update a saved report, make your changes and memorize it again under the same name to overwrite it.
Schedule a Report to be Emailed
You can have a saved report emailed to you automatically on a recurring schedule.
Step 1: Click the ‘Schedule Delivery’ button.
Step 2: Select the export attachment formats you want to receive.
Step 3: Configure your preferred schedule by selecting the desired frequency, such as daily at a specific time, on certain days of the week, biweekly, semimonthly, or at the end of each pay period. Additionally, you can specify extra recipient email addresses if needed.
You can access all your scheduled reports from the ‘Delivery Schedules’’ tab above the Reports Center.
Manage scheduled reports in Delivery Schedules
Each scheduled report shows:
Name and status: The report name, whether it's Shared with other administrators, and whether the schedule is Active.
Derived via: The original report the saved view is based on.
Schedule: How often and at what time the report is sent (for example, every week on Tuesday at 7:16 AM).
Recipients: The email addresses that receive the report.
Attachments: The file formats included in the email, such as PDF, CSV, CSV Flat, Excel or Print to PDF.
Use the buttons on each report to manage it:
● Run (▶): Run the report now.
● Edit (✎): Change the schedule, recipients or attachment formats.
● Delete (🗑): Remove the delivery schedule.
Related articles:Customizing Reports