This article lists the steps you need to follow to schedule and email ad hoc reports using classic Beeline Enterprise functionality. It is intended for Hiring Managers who do not use the Hiring Manager Experience or for Program Office staff who need to act on behalf of a Hiring Manager.
This content reflects non-client specific Beeline Enterprise functionality which may vary from what you see when logged into Beeline Enterprise depending on any client-specific settings or adjustments.
To schedule and email ad hoc reports:
- Navigate to your Beeline Enterprise Home screen.
- Select the Reports drop-down arrow in the header menu bar and choose the appropriate report. The Create Report page displays.
- Complete the necessary report parameters.
- Click Schedule Report.
- Select Email as the Destination. Additional fields appear and allow you to customize the email.
- Click the Format drop-down arrow to view and select the format of your choice.
By default, all reports are compressed to send the smallest attachment.
- Enter the email address of the person (or people) the report is to be sent to.
Report visibility is based on the visibility of the person scheduling the report. Everyone that is sent a copy of the report receives the same version as the scheduler.
- Enter a subject in the respective field. Note: this is a required field.
- Enter the body of the email.
- Select a schedule type from the Schedule Type drop-down. Note the “Run Only When Data Exists” checkbox. Check this feature to ensure that reports are only generated when there is data to send.
Delivery can be scheduled for the current day or can repeat on a set schedule daily, weekly, or monthly. Delivery can also be scheduled for the date the Payment Register runs.
- Complete all additional fields.
- Click Schedule Report.
View, edit, copy, or cancel scheduled reports by clicking the My Beeline drop-down arrow and selecting Scheduled Reports.