Workstream allows you to schedule reports to receive a newly generated report on a periodic basis automatically.

Here are the steps to schedule a report.

STEP 1: Go to the Analytics tab then to Reports.

STEP 2: Look for the name of the report you wish to schedule and click Add schedule.

STEP 3: On the Delivery Schedule pop-up window, select the Date and Time. Choose whether to repeat generating the report automatically or not.

STEP 4: Click Save to keep the details of the schedule.

Creating a custom report

Want to talk to our Support team? Look for the Intercom icon at the bottom right part of your dashboard and click on New Conversation or send an Email to help@workstream.is.
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