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HR & People

Emailing a report on a schedule

Saved Filters & Scheduled Reports

Answer Summary

A filtered list view can be saved under a name and restored with one click, on twenty-one list and report screens. Eighteen datasets can then be scheduled for delivery in PDF, CSV and XLSX on a daily, weekly or monthly cadence at an hour you set in your own timezone, to a whole role resolved at send time, named users, or external email addresses for people with no login. The next three run times are shown while you configure, and every delivery attempt is recorded with its error.

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