We have
added the ability to schedule reports to be sent to others
. Previously, you could only schedule a report to be sent to yourself. This applies to any of our customisable reports. To determine whether a report is customisable, look for the Actions Menu.
To schedule a report to be sent to others, navigate to your desired report, then select
Actions > Save as custom report.
Then, name your custom report, provide an optional description, and select your desired email time and frequency.
Next, tick ‘Send this report to other employees’ and select which position titles and/or teams should receive it.
Once you are happy with these details, click Create Custom Report. It will be sent to your nominated recipients at the scheduled time. Learn more about saved reports in our help guide.