Recurring reports

Recurring reports allow you to schedule a report that will be automatically emailed to specific users at a regular interval. 

Data displayed in recurring reports

Recurring reports can be created for two data areas:

• Employees, from: Employees → Employee directory
• Results, from: Analytics → Reports

Keep in mind that scheduled reports will include all data from the view, regardless of the recipient’s permissions.

Permissions 

To be able to create a recurring report, you need one of the object roles and the system role assigned: 

1. Object role at the organization level: Users - view OR Users - edit. 
2. System role: Analytics - manage recurring reports.

How to configure a recurring report

The configuration depends on the type of data for which the report is being defined.

For the Employee List:

1. Go to Employees → Employee Directory and select the view you want to create a scheduled report for.
   
   
2. Click the three dots next to the view name and select Edit view.
   
   
3. In the Properties tab, scroll down and select Recurring report under the View options section.
   
   
4. Click Save. The scheduled reports tab is now active.
   
   
5. In the Reccuring Report tab, enter the date and time for the first report delivery and its sending frequency. After each delivery, the date field will update based on the frequency you selected.
   
   
6. Add recipient groups and/or email addresses (emails do not need to belong to app users).
   
   
7. Click Save to finalize. A green success message should appear at the top of the page.
   
   

If you'd like to preview how the report will look and behave before sending it to others, click Send test report. The test will only be sent to the email assigned to your HCM Deck profile.

The report will be sent according to the time zone of the report’s creator.

For Results in Analytics → Reports

1. Go to Analytics → Reports and click Create report.
2. In the View type section, select Recurring report.
3. Define the title and the data/conditions the generated report should meet.
4. In the Schedule recurring report delivery section, specify the first delivery date and time, and the sending frequency. Choose the time zone and language for the report.
   (By default, these are filled with the creator's profile data, but you can edit them).
   The time zone affects the data included in the generated report. After the report is sent, the date field will update based on the selected frequency.
5. In the Add recipients section, add groups and/or email addresses (they don’t have to be users of the application).
6. Click Create to complete the setup

What happens when you change the view type from recurring report to ‘visible for all’/’visible for me’?

When you set up a recurring report (for example, to be sent on the first day of every month) and later change the view type to visible for all/visible for me only, the report will no longer be sent out. But when you change the view type back to recurring report, the report will be sent on the next 1st day of the month.