CREATE A REPORT

📌Pre-Requisite

You need to be an IT/HR Admin to trigger these actions.

📌There are 2 options for creating and sending reports:

Manual Run – You can manually trigger the report whenever needed.
Automatic Report – The report will be generated and sent automatically based on a scheduled frequency.

Option 1: Create a manual report

📌What happens after the report created?

Both you and the selected recipient will receive the report via email after click "Run Report Now".
To manually send the report, navigate to Insight Studio, select the report, click the three-dot menu, and choose "Run Report Now".

Option 2: Create a automatic report

📌What happens after the report created?

Both you and the selected recipient will receive the report according to the scheduled frequency: Daily, Weekly, Bi-Weekly, or Monthly.
To manually send the report, navigate to Insight Studio, select the report, click the three-dot menu, and choose "Run Report Now".

📌Additional Notes

Once the report is created, you can edit it at any time. To do so, please follow the guide here: [insert link].

❗️Please Note: Any changes made to the report’s settings will take effect starting from the next scheduled run or the next manual run. This ensures that all updates are automatically applied to future reports without affecting any past or currently running reports.

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