Scheduled Reports

PeopleInsight allows for wide range of scheduled reporting capabilities. The supported formats include Crosstab and PDF. This article will outline how to create and manage scheduled reports from PeopleInsight as well as detailing the different options.

Creating Scheduled Reports

1. Locate the "SCHEDULE" button on yourpeopleinsight.com
2. Open the Menu and select the Workbook, View(s), and User(s)
3. Scroll down to set a Name, Time, and Frequency of the schedule
4. Add the Subject and Message of the email
5. Press "Save"

Managing Scheduled Reports

1. Click the "View" button in the Scheduled Reports Menu
2. Click the "Edit" button in the Scheduled Reports Menu
3. Press "Save"

Deleting Scheduled Reports

1. Click the "View" button in the Scheduled Reports Menu
2. Click the "Delete" button in the Scheduled Reports Menu
3. Press "Confirm Delete"

Creating Scheduled Reports

1.      Locate the "SCHEDULE" button on yourpeopleinsight.com

This button can be at the top of the page, beside "SUPPORT".