How to Configure the Report Scheduler

Select the property from HK Home and then select Reports.

The Reports page loads.

Select Report Scheduler.

Select Add Queue to add a new scheduled report queue.

The Add New Queue page loads.

• Select Shift Type to choose the type of shift this will be scheduled on.

• Queue Details: Provide a name and code for the queue under the Name and Code fields and select the Export Type.

Click on Add Queue

Reports Scheduler screen opens.

• Select the report

On the Edit Reports Queue page, select the parameters you desire for this scheduler.

• In the Export Type, select Zip or File type.

• Set the Active toggle on.

• Select the Auto printing toggle button if you wish for the reports to print automatically.

• Set the Enable Schedule toggle on.

• Select the date/time you would like the reports to start running in the Date and Time fields.

• In the Offset Type, select Daily, Weekly, Monthly, or Daily Multiple Times.

• Provide subject name and email address(es) you would like the reports sent to in the Subject and Email fields.

• Select Add Reports to add reports to the queue.

The Add New Report page loads. 

• Select the Report from those in the dropdown
  Select the Export Type: PDF, Excel or csv

Once the Export Type is selected, the option to choose columns is revealed

You can select specific columns of the report selected, if applicable - skip this step if not necessary.

Click on Next

Select date ranges for the report and select Add.

The report will then be added to the respective report.

Selected reports for scheduled queue will show at the bottom. You can delete any reports at any time by selecting the trash icon next to the desired report.