Creating Report Schedules |
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As a practitioner you can create report schedules to automatically generate specific reports at specific times in the future. Any report that you save in your My Reports list on the Reports - Home page can be scheduled as an automated report.
For example, suppose you need to generate the same two reports every Monday morning. With this feature, you could schedule them to be automatically generated at 1:00 A.M. each Monday. The reports would then be ready for you to retrieve every Monday when you log in to the Time & Attendance module and you would no longer need to manually generate the two reports each week.
To create a report schedule:
From the Reports menu, select Time & Attendance Reports.
Note: If the Time & Attendance Reports option is not visible, make sure that you have selected Practitioner in the Role Selector.
Click the Report Scheduling tab. The Report Scheduling page opens.
Click the Add New button on the right side of the page under the Report Schedules section. The Edit Report Schedule page opens.
Notes:
The following describes the options and fields that you must
complete on the Edit Report Schedule
page:
Name - The name for the report schedule. Give the report schedule
a descriptive name (for example, "Attendance Report - Accounting").
Report (select from My Reports) - The name of the report that
is generated by the schedule. The reports in the list are drawn from
your My Reports list. If you
want to schedule a report that is not in this list, you must first
save it in your list of My Reports.
For instructions, see Creating
a Personalized Report.
Time Frame - The time frame for which the data in the report
covers. The time frame selected here overrides the time frame (if
any) that you selected in your saved report. A Define
at Runtime option is not available for automated reports. If
you selected the Define at Runtime
option in your saved report, then the time frame for the report schedule
defaults to the first option listed in this menu. This options may
not be available for some reports.
Recurrence - Determines how often the report is generated. A
report can be generated weekly, monthly, or one time only. The following
rules apply to the recurrence settings:
- To schedule a report to be generated weekly, click the Week
option. From the Run on field,
select a specific day of the week on which the report will be generated.
Use the Run every field to
select if you want the report generated every week (1), every other
week (2), every third week (3), or every fourth week (4). To generate
the same report more than one day a week, you must create a separate
report schedule for each day that you want the report to be generated.
- To schedule a report to be generated monthly, click the Month
option. From the Run on field,
select First day of month,
Last day of month, or Specified day of month. If you select
Specified day of month, the
Day of Month field is displayed.
If you select 31 as the day
of the month, then the last day of the month is always used even if
there are less than 31 days in the month. If 30 is selected, then
months with 30 days or less cause the report to be generated on the
last day of those months. Use the Run
every field to select if you want the report generated every
month (1), every other month (2), every third month (3), and so on.
- To schedule a report to run only once, select the One
Time Only option. To define a date range that is different
from the date range you selected in the Time
Frame field, click the Define
Date Range check box. You can then use the From
Date and To Date fields
to select a date range. With the One
Time Only option, the report schedule is deleted automatically
after the report is generated.
Range of Recurrence - Determines how long the report schedule
is active. From the Begin running
on field, click the button to select the
date when you want the report schedule to begin generating reports.
From the Stop running after
field, click the
button
to select the date when you want the report schedule to stop generating
reports. The Begin running on
field must have a date entered in it. If you want the schedule to
be active indefinitely, leave the Stop
running after field blank. The following rules apply to the
Range of Recurrence section:
- The Begin running on and
Stop running after fields
are only displayed if the Week
or Month option is selected.
- If you selected the One Time Only
option, the Run on field is
displayed under the Range of Recurrence
section. Click the button
to select the date on which you want the report to be generated.
Run Time - In the Run report
no earlier than field, enter the time of day when you want
to begin generating the report. The time zone displayed is your default
time zone. ADP recommends that you try to schedule reports to run
at night. Reports can usually be generated faster during this time.
Report Output - The format in which a report is created. You
can select PDF or CSV (comma separated value).
Report Culture - The language used in the report. Only one language
can be selected. This field does not appear if your company is configured
for one culture only.
Recipients - This section allows you to select other Time & Attendance module users
as recipients of the report. The Available
Recipients list includes only those users who have the same
or higher level of security access that you do. Use the button
to add users to the Selected Recipients
list. Use the
button to remove users
from the Selected Recipients
list.
The following rules apply to the Recipients
section:
- If the Allow selection of multiple recipients
on a report option
is not selected on the Client Administration Preferences
page, the Recipients section
is not displayed. In this case, you are automatically designated as
the recipient of the report.
- If you select the Do not include
me as a recipient check box, you must select at least one person
from the list of recipients. This check box is only displayed if your
company allows other Time & Attendance module
users to be selected as report recipients.
When you have completed all the required fields and options for the report schedule, click the Save button. The report schedule then appears under the Report Schedules section on the Report Scheduling page. For instructions on retrieving a completed report, see Viewing Completed Reports.