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How to Create Scheduled Reports

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Introduction

Navigate to Insights > Scheduled Reports to see an overview of all scheduled reports and to create new scheduled reports.

Create a Scheduled Report

  1. Click on Create Scheduled Report to bring up the report creation wizard.
    reports_new.png
  2. On the General tab, fill out the provided fields:
    • Name: This is the name of the report that will show in the overview.
    • Description: This is the description of the report that will show in the overview.
    • Report Template: This is the report that you wish to send out to your users. For this example, we are using the "Managed Users" report.
    • Email Subject: This will be the subject line of the email sent to each user.
    • Which user groups do you want to send this report to?: Select one or more HelloID user groups that will receive this report. Each member of the group will be a recipient. In this example, we have created a group specifically for this report.
    • Enabled: Choose whether or not the report is enabled. Disabled reports are not sent out to their recipients.
      report_general.png
  3. Click Next to continue.
  4. On the Linked Reports tab, you may choose any number of reports to be included at the end of the scheduled report as hyperlinks. These links will lead the user back to the reporting interface, so be sure that you've enabled proper access. In this example, we'll choose the "Audit User Activity" report, give it the same display name, and click the plus button (+) to add it.
    report_linked.png
  5. Click Next to continue.
  6. On the Schedule tab, click the Add Schedule button to choose when and how often the report will be generated.
    report_schedule_add.png
  7. Configure the schedule as you see fit and click Save to create the scheduled report. Learn more about managing schedules here.
    report_schedule.png
  8. The new report is now visible in the scheduled reports overview.
    report_added.png

Report Emails

When the report runs, an copy of the report will be generated for each recipient. In this case, each recipient probably manages different employees and will need their own individual reports. Below is a screenshot of the results of this report for one particular manager, along with the report link that we added at the bottom.

report_email.png