The Scheduled Extract can be set up to be generated and emailed to recipients at the frequency of your choice. It is made up of a number of files that you choose to include, containing data from different areas in your portal. Once set up, it will generate overnight.
Set up a Scheduled Extract
The Scheduled Extract Report settings are managed in Config > Reporting > Schedule.
To configure the report:
Set how frequently the Scheduled Extract Report will be generated.
Enter the email addresses to receive notifications when the report is generated, separated by commas.
Tick the checkboxes for the Requested Data to include in the report.
Click Save Schedule.
Each time a new Scheduled Extract Report is generated, a notification will be sent to the nominated recipients. This email notification will include a link to a securely stored version of the report.
You can click the link and enter your Admin username and password to access the file.
The most recent report will also be available in Config > Reporting > Schedule, under Latest Extract.
The Requested Data that you can opt to include in the Scheduled Extract Report includes:
- Billing Groups
- Timesheet Shifts
- Pay Conditions
- Invoice Items
- Invoice Payments