Scheduled Extract Report

Overview

The Scheduled Extract is a report that summarises select portal data which can be set up to generate 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 and the nominated email recipient will be notified.

Important: Users must have 'System Administrator' permissions to access this report from the portal or from their email address. 

Set up a Scheduled Extract

The Scheduled Extract Report settings are managed in Config > Reporting > Schedule.

To configure the report:

1. Select how frequently the Scheduled Extract Report will be generated.

2. Enter the email addresses to receive notifications when the report is generated, separated by commas.

3. Tick the checkboxes for the Requested Data to include in the report.

4. 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.

Requested Data

The Requested Data that you can opt to include in the Scheduled Extract Report includes:

• Users
• Employees
• Jobs
• Rates
• Workplaces
• Customers
• Billing Groups
• Timesheets
• Timesheet Shifts
• Payrolls
• Pay Conditions
• Invoices
• Invoice Items
• Invoice Payments
• Suppliers