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.

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

4. Find the report under Reports → Saved Reports.

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5. 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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