New as of October 4th, 2023!
Employ now offers the ability to create Create and save reports with your unique filters for easy retrieval later. Please note: Administrators with report permissions will have view only access to the reports you create.Steps:.
Saving a Report
Run a report
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, adding filters as needed.
Save the report by clicking on the Save icon.
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Give this report a custom name while saving your filters, then click
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Go to Saved Reports:
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You have three options on the right side of your screen (see color-coded arrows for details):
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Save New Filter Settings.
Find the report under Reports → Saved Reports.
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Use the Actions column alongside the report to:
View and modify current filters
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.
Delete the report.
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Subscribe to a report to send it to
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your
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email on a regular cadence
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.
Subscribing to a Saved Report
Click the arrow icon under the Actions column.
Select the export method Email report.
You can also send your custom report to an FTP Upload
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. Contact OnShift Employ Customer Service for assistance
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Hit Submit.
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.
Add email addresses in the Export Emails box, separating each with a comma.
Choose the day and time to run the report.
Submit to complete.
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