Scheduled messages allows reports to be sent as part of a message. This provides a powerful way to automate tasks such as sending out a report of anomalies in their department to a Supervisor every week, or sending an Employee a list of their working hours for the next month.
On the Create message, Modify message or Send one-time message page, click Modify report selection to open the Report selection page. For example:
The Report section allows you to select a Report the Supervisor has access to from the drop-down list under Report name. Next, the Supervisor can select the Report format from a drop-down list. The Report can be in the following formats:
The If report is blank drop-down list allows you to select what will happen to the message if the attached Report is blank. You can select to send the message with a blank Report, send the message without a Report or don't send the message at all.
This section allows you to choose to run the Report on the recipients only or to the recipients group. If recipients only is selected, the recipient will only see the Report as if they are the only Employee selected. If recipients group is selected, a box will display what Group the Report will run against and the recipients can see the Report of the entire Group. An additional option will be available to make your own Employee selection to run the Report on. For example:
Clicking on Selecting employees to run reports on will open the Employee selection page, where you can change the Employee selection for the Reports to run on.
Depending on what Report is selected, additional sections will appear on the Report selection page if further information is required to run the report:
Note: after you have selected the Date range option, the dates that will be used will appear in a box under 'Date range if sent now'
Click Submit in the left-hand pane to attach the selected Report to the message and return to the previous page.
Note: to remove a Report from a message, just enter the Report selection page and set the Report name back to a blank selection.