To schedule reports in AttendanceBot:
- First open the "menu" and select "Data and integrations" > "Schedule report emails". This will link you directly to the scheduled reporting section of the dashboard.
- Next, to begin configuring, select "Schedule New Report"
- Finally, choose the report type, frequency, time, and data, and hit "Schedule Report" to finalize.
You'll get four options of frequency - First day of every month, Last day of every month, Fixed date of every month, & Day of the week.
- First day of every month: 1st of every month for data of the previous month.
- Last day of every month: 30th of every month for data of the current month.
- Fixed date of every month: Specific date you select for every month.
- Day of Week: Specific day of the week, under this you can choose every week, every 1st & 3rd week of the month, or every 2nd & 4th week of the month.
A final important consideration: currently, only the payroll, vacation (leave), and timesheet report can be scheduled. Other reports and summarized reporting must be downloaded on demand!
Please let us know if you need any assistance by typing "Dialm" to raise a ticket with us.