About Report Scheduler

To eliminate report generation wait time and retrieve reports on your schedule, use DaaS Report Scheduler. You must have specific report attributes assigned to you to access reports. For example, to schedule the Advanced Funding Report, you must have the Tax-Funding attribute assigned to you. After you're assigned attributes:

• Your name shows on the Report Scheduling Access page.
• On the My Reports page, the Report Scheduler icon shows beside each report that you can schedule.
  

• Increases overall report user engagement.
• Decreases report generation time.
• Allows you to edit or delete a report schedule.
• The report:
  • Is delivered in a Comma-Separated Value (CSV) formatted file versus a Microsoft Excel (.xlsx) file.
  • Can be scheduled to run one time or multiple times.
  • Can have multiple schedules.

• Traditional Power BI reports have the following data export limits:
  • 150,000 rows when exporting to Excel
  • 30,000 rows when exporting to CSV
• The DaaS Report Scheduler can export up to 7,000,000 rows.

If you've scheduled reports in the last seven days, on the DaaS Home page in the Recent Reports section, a Scheduled Reports section appears. This section shows the following information for up to 10 of the last scheduled reports you requested:

• Report name
• Schedule name
• Schedule type
• Status
• Last run date
• Next run date

For each scheduled report in this section, when you click the report name, the Schedule Request page opens. If a CSV file is available, it's listed in the Report Schedule History section of this page.

Note: After a request is made, the scheduled report is available in CSV format for seven days.

On the My Reports page, when you click the Scheduler Request icon for a report, the Schedule Request page opens. This page has three sections:

• Select Report Schedule Options - In this section, you select how often the report runs. The value you select determines the additional fields that appear in this section. Use these fields to indicate the day, date, and time the report runs.
  

• Schedule information (not labeled) - General information that you want DaaS to use to generate the report, including:
  • Client status
  • Search criteria and Search value to use
  • Bank Account Masking.
  • Schedule date range
  • Schedule name
  • Schedule delivery options
• Report Schedule History - Displays all CSV files available for download. In this section, you can access files with an Active or Inactive status for up to seven days after the request date. While you can change active status requests, you can only view inactive status requests.

Dayforce Link

If a company is set up to use Dayforce Link, it is connected to the customer's account in DaaS. The value selected in Select Report Schedule Options section determines when DaaS runs the report. When the report runs, the value selected in Schedule Delivery Options section determines how the report is accessed. Values are:

• File download
• Extract Link (This option appears only if the customer is set up for Dayforce Link.)

When the user selects either of these options, DaaS creates the report in CSV format and makes it available for download in the Report Schedule History section of the Schedule Request page. When the user selects Extract Link, in addition to adding the report to the Report Schedule History section, DaaS automatically sends an encrypted version of the CSV file to the company's Dayforce Link. From there, they can download the encrypted CSV file.

1. On the My Reports page, click beside the name of the report you want to open.
2. On the Schedule Request page in Select Report Schedule Options, indicate how often you want the report to run.

   Depending on the value you choose, additional fields appear.

3. Enter the information you want DaaS to use to generate the report, including:
   1. Client status
   2. Schedule date range
   3. Search criteria and Search value to use
   4. Bank Account Masking (Fully Masked, Fully Visible, Partially Masked)
   5. Schedule name (a brief description used to identify the report)
   6. Schedule delivery options (File download or Extract link.)

      Note: Extract Link is available only if the customer is set up for Dayforce Link.

4. Click Schedule Report.
5. On the message that appears, to confirm that the request was successfully submitted, click OK.

   Depending on the Schedule delivery option you choose, the report is delivered in one of the following ways:

   • A CSV file that you can download appears in this section. (DaaS uses this option as the default.)
   • A CSV file that you can download appears in this section, and an external link to the encrypted file is generated and immediately sent to Extract Link.

   Note: In the Report Schedule History section, you can access files with an Active or Inactive status for up to seven days after the request date.

1. On the My Reports page, click beside the name of the report you want to open.
2. In the Report Schedule History section, select the CSV file.

   Note: In the Report Schedule History section, you can access files with an Active or Inactive status for up to seven days after the request date. While you can change active status requests, you can only view inactive status requests.

3. To change the schedule, click Edit Schedule.
4. On the Report Schedule Update page, make changes as needed and click Update Schedule.
5. On the message that appears to confirm the schedule was updated successfully, click OK.

1. On the My Reports page, click beside the name of the report you want to open.
2. In the Report Schedule History section, select the CSV file.

   Note: In the Report Schedule History section, you can access files with an Active or Inactive status for up to seven days after the request date.

3. To delete the schedule request, click Delete Schedule.

   The schedule request is deleted and no longer appears in the Report Schedule History section of the page.