What you can do
Complete module capability
- Report selection catalog
- Employee filters by organization data
- Level/type/recipient selection
- Daily, weekly or monthly timing
- Previous/current/custom data range
- Worker execution and delivery history
Automation module
Keep decisions moving automatically
Build five-step scheduled reports with selection, employee filtration, recipients, frequency and data range controls.
One focused workspace keeps the next action, ownership and connected records easy to find.
Keep decisions moving automatically
What you can do
Automation
Works better together
Choose a package that includes it, check out securely and your team can start today.
The report manual defines a five-step schedule and a worker-delivery lifecycle.
Create a scheduled report record.
Choose the report catalog item.
Filter by organization and selected employees.
Choose level, type and recipients.
Choose day/week/month timing.
Select previous/current/custom data range and save.