Persona
Clients, program office users and system administrators
How to steps
Information in this article reflects a standard Enterprise configuration. Your Enterprise platform is based on your organization’s configuration. Settings and/or data visibility rules may vary slightly from what is described.
Beeline Enterprise offers two kinds of Scheduled reports: individual and client. Depending on your role and permissions, you can access Scheduled reports from My Beeline > Scheduled Reports or from My Beeline > Client Reports.
The My Beeline > Client Reports is only available to client users and isn’t available to MSPs.
| Individual scheduled reports | Client scheduled reports |
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| Personal report created and scheduled by an individual user via the Schedule Report option in reports. | Although these reports are created by individual users, they are Global Client-Level reports scheduled via the Scheduled Client Report option. |
| Visibility -
Only visible and editable by the user who created and scheduled the report. You can’t schedule reports for dates in the past. -
Individual scheduled reports are tied to a specific user’s account or profile and are no longer available when the user becomes inactive.
| Visibility -
All users with access to My Beeline > Client Reports can view, adjust or edit a Scheduled Client report. -
Scheduled Client reports aren’t tied to an individual user’s account or profile and remain visible when the user becomes inactive. -
Your Program Office can collaborate on these reports and see which reports were recently run.
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| Benefits -
Set up your report to run on the current day or recur at specific intervals, such as daily, weekly, monthly, and more. -
Opt to receive email notifications only when valid data is available in a report. -
Use the Payment Register schedule type to run financial reports after the invoice is successfully processed. -
Select from Excel, PDF, and CSV output formats. By default, all reports are compressed to produce the smallest attachment.
| Benefits -
Schedule client-wide reports available to all users in a client’s organization. -
Program office collaboration can improve report contents and alter the number, frequency and recipients of reports.
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