How to Run and Schedule a Report
How to Run and Schedule a Report
You run reports from the Reports Library.
- Select the Main Menu
- Select Dataviews & Reports
- Select Report Library
- From the Report Library, click Run Report
- Image
- Note: GW Pay Report is found under Custom Reports
- Enter the applicable report parameters for the selected report. Note: that many of the parameters are specific to the report you are running, but the following parameters are common to most reports:
- Timeframe
- Previous Pay Period
- Current Pay Period
- Next Pay Period
- Select Range (lets you add a date range)
- Hyperfind
- Click on the Hyperfind icon that looks like a triangle
- Select the desired Hyperfind
- Output Format
- XLSX
- Click Run Report. One of the following messages appears:
In Progress. Report is running. - Success. This report may take a long time, we will notify its progress.
- When the report finishes, the following success message appears. Click OK to open the report.
- The report is completed
How to Schedule a Report
- From the Report Library, click Reporting Jobs
- Image
- Click on the Schedule Report button
- Image
- In the Select Report panel, select a category.
- Select a report and then click Select.
- Note: GW Pay Report is found under Custom Reports
- Enter the applicable report parameters for the selected report. Note: that many of the parameters are specific to the report you are running, but the following parameters are common to most reports:
- Report Name
- Enter the desired report name
- Timeframe
- Previous Pay Period
- Current Pay Period
- Next Pay Period
- Select Range (lets you add a date range)
- Hyperfind
- Click on the Hyperfind icon that looks like a triangle
- Select the desired Hyperfind
- Output Format
- XLSX
- Schedule
- Select One-Time or Recurring run
- Report Date and Time
- What date would you like the report to run
- Select the time you would like the report to run
- For recurring runs select the days of the week you would like the report to send
- Run As
- This should be your name
- Report Recipients
- Search for the employees name you would like the report sent to
- Click Send as Email Attachement
- Click Schedule Report
- Report Name
