New as of October 4th, 2023!
Employ now offers the ability to 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:
Run a report as usual, adding filters as needed.
Save the report by clicking on the Save icon.
Give this report a custom name while saving your filters, then click
SAVE NEW FILTER SETTINGS:
Go to Saved Reports:
You have three options on the right side of your screen (see color-coded arrows for details):
View and modify current filters for your report, if needed.
Delete report.
Schedule it to send your report via email on a regular cadence (add email addresses in the “Export Emails” box, separating each with a comma), choose day and time.
You can send your custom report to an FTP Upload (see Customer Service for assistance on this. The FTP Upload must first be enabled at the Tenant Level.)
Hit Submit.
