Scheduled Reports
The ability to schedule reports ie. run on the 1st of every month and send to an employee
Natalie F
shared this idea
Our team have reviewed the idea and have decided to seek further feedback as to the type of reports we should support for an initial release. We will probably facilitiate a survey to formally gather user feedback.
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Anne-Marie
commented
Allow reports such as the 'User Roles' report to be auto-exported and emailed to a designated email address on a schedule of our choice.
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Adam How
commented
I would love to bump this idea as this should have been added by now. Automated reports like this are important to business and save time and money. You have the report options there, all the system needs to do is auto generate them and email them along. Can you please look at making this happen.
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Shahzad Syed commented
This idea has been sitting here for more almost 2 years. Any updates on this please?
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UserVoice Client idea submission update:
Product team gathering requirements and drafting initial wireframes.
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Oli Nurminen
commented
Just had a talk with customer and this is exactly what they want. They are going to have 6 different locations and a automated monthly report would help them a a lot.
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Absolute must have for any enterprise app such as MRI.
We have integrated our access system to MRI using available APIs to update employee's presence when they swipe their card anywhere on our site.
A scheduled report/extract to send the presence information to the wardens/line manager would streamline our process.
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Cathie
commented
Hi Team, wondering if there is any update on this at all?
It would be an amazing function as we are looking at using people presence reports to assist with timekeeping.
Another big big vote for this here!
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Peter Priestley
commented
Our site would absolutely love this! Would help out alot!
Would be interested in just Sign In/Out report for the previous X time or so.
Our accounts are looking at using it for automating the payroll system a bit more.
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Hello Kerry, great idea. We have in our roadmap a new 'automated reporting' feature. This has not been scheduled for delivery at this stage but it does accommodate the objective of your idea. Leave this with me while our team work through prioritizations and I'll come back to you once we know more re: timelines.
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Kerry Wagstaff
commented
I would like to see the ability to set up automated frequency exports from the system direct to a user email address.
I.e. export a list of active contractors on a monthly basis in csv, export list of contractors who got denied entry each week etc.
This function would be useful for active monitoring or data updates where api integration is unavailable.
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Roger Smith
commented
Type of reports we would be interested in:
- Employee's not signed in over a selected time period
- Contract report (to manage due to expire)
- Insurance report (to manage due to expire)
- Certificate report (to manage due to expire) -
Jesse Wood commented
This would make automation between OnLocation and other platforms very viable. This would be fantastic!
Increasingly my coworkers have been asking for reports for certain departments, and as this demand increases, this job becomes a lot more demanding. If there was a scheduled option for this, OnLocation would quickly become very essential at my workplace.
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Hi Natalie, great idea. We have been thinking about this for some time. We'd like further comment and input from users as part of our 'gathering of requirements' process so I will update status to gathering votes (and more feedback).