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Saved Reports

OnShift® Employ Administrator User's Guide

Saved Reports

Create and save reports with your unique filters for easy retrieval later.

Saving a Report

  1. Run a report, adding filters as needed.

  2. Save the report by clicking on the Save icon.

  1. Give this report a custom name while saving your filters, then click
    Save New Filter Settings.

  2. Find the report under Reports → Saved Reports.

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  1. Use the Actions column alongside the report to:

    • View and modify current filters.

    • Delete the report.

    • Subscribe to a report to send it to your email on a regular cadence.

Subscribing to a Saved Report

  1. Click the arrow icon under the Actions column.

  2. Select the export method Email report.

    • You can also send your custom report to an FTP Upload. Contact OnShift Employ Customer Service for assistance.

  3. Add email addresses in the Export Emails box, separating each with a comma.

  4. Choose the day and time to run the report.

  5. Submit to complete.

 

 

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