How to schedule reports?

You can easily set up reports to be delivered on a regular schedule, ensuring stakeholders receive timely insights without manual effort. For instance, if sales managers need a weekly sales report, the report can be scheduled to be delivered every Monday at 9:00 AM. 

As an administrator, hiring manager, or HR role, you have the privilege to schedule reports in the Reports section.

Here are the steps to schedule a report:

Step 1: Go to Reports.

Step 2: Create and save your report with all the desired customizations and filters. 

If you need guidance on creating a new report, refer to the article “How to create a report?”.

Step 3: Once your report is created or saved, you can find the report in My Reports and schedule it to be sent automatically. 

Step 4: If you want to schedule a new report, you can use the Schedule Report option in the last stage of report creation.

If you want to schedule an existing report( a report you have already created), search and find the report. 

Then click on the three dots against the report to access the Schedule Report option.

Step 5: Click on the Schedule Report option. The Schedule Report panel will open

Step 6: On the panel, fill in the following fields:

Email Recipient: Enter the email address(es) of the recipient(s) to whom you want to send the report regularly. You can specify one or multiple email addresses.

Additional Recipients: If you want to send the reports to anyone not a user on the Zappyhire platform, you can add their email ids in this field.  

Subject: Provide a concise and informative subject line for the email that will contain the report. This will help the recipient quickly understand the purpose of the email.

Message: You can include a brief message in this field for the recipients.

Frequency: Choose the frequency at which you want the report to be sent—daily, weekly, or monthly. This determines how often the report will be emailed.

Time: Select the specific time when you want the report to be sent. Choose a time that is convenient and meaningful for the recipients.

Step 7: Click on Save and Schedule to schedule the report. The report will be sent to the selected recipient address based on the selected frequency, day and time.

To view the scheduled report go to Scheduled Reports. Here you will see all the reports scheduled by you. 

You also have the flexibility to pause or edit the schedule at any time. Other actions available include previewing, editing, sending, downloading, and deleting the report.