Workstream's reporting is moving to Omni, our new analytics experience. Your reports and saved views are available in Omni, but one thing does not carry over automatically: scheduled (automated) report exports — the reports Workstream emails to you on a set day and time.
To keep receiving those reports without interruption, recreate each scheduled export in Omni. This is a one-time setup per report, and you can do it yourself in a few minutes.
While the transition is underway, you can switch between Explo (the previous reporting tool) and Omni using the toggle at the top right of the reporting page. You'll need to finish recreating your scheduled exports before that toggle is removed.
Set these up before the switch is complete. Scheduled exports do not migrate. Once Explo is retired on October 31, 2026, any scheduled report you haven't recreated in Omni will stop being sent.
Access note: You'll need access to Analytics and Reports to complete these steps. If you don't see them, contact your account administrator.
Step 1: Note the details of each scheduled report in Explo
Before you rebuild anything, capture how each of your current scheduled reports is set up.
When you first log in to Workstream, on the left-hand side, click on Analytics, then reports.
On the reporting page, use the toggle at the top right to turn off "New Analytics."
Open a report that has a scheduled email attached to it.
Select Export at the top of the page, then Schedule Export.
Open each scheduled export (select the three dots, then Edit) and write down the frequency (for example, weekly), the day and time it sends, the file format (for example, CSV or Excel), and the recipient email addresses.
Repeat for every report that has a scheduled export.
💡 Tip: Some reports have more than one scheduled export going to different recipients. Note each one separately.
Step 2: Recreate the schedule in Omni
Use the toggle at the top right to switch to New Analytics .
Open the report you want to schedule.
Open the export/schedule option for that report. This is found at the bottom of the report.
Enter the same frequency, day and time, file format, and recipient emails you noted in Step 1.
Save the schedule.
Repeat for each scheduled report you captured in Step 1. Once saved, Omni sends the report automatically on the schedule you set.
Frequently Asked Questions (FAQs)
Do my saved reports transfer to Omni?
Your reports are available in Omni. It's only the automated delivery schedule attached to a report that you need to set up again.
What happens if I don't recreate a scheduled report?
Once Explo is retired, that report will no longer be emailed to you automatically. Recreating it in Omni keeps the delivery going without a gap.
How long can I switch between Explo and Omni?
You can toggle between the two until Explo is retired. October 31, 2026 Recreate your scheduled exports before then.
I need help setting this up?
Contact Workstream Support, and we'll walk through it with you.