A weekly report goes out to people who may see different things
Who is involved
| Role | What they do |
|---|---|
| Insights administrator | Sets up the schedule and the recipient list. |
| Manager | Receives a version limited to their department. |
| HR manager | Receives the company-wide version. |
Step by step
- Insights administrator
Creates a schedule for a report, picks colleagues by name, chooses Excel and every Sunday at 07:00, and turns it on.
What they see:It shows as on with the next run time.
- Insights administrator
Presses Send now to test it.
What they see:A summary says how many people got it and in how many different versions.
- Manager
Opens the bell message on Sunday.
What they see:The message names the report and says how many rows were counted for what they can see.
- HR manager
Opens their own message.
What they see:A larger count covering the whole company.
- Insights administrator
Opens the schedule later.
What they see:Anyone who lost access, or who cannot open the report, is listed as left out with the reason.
Who is told what
Each recipient gets an in-app message and an email addressed to them alone, with a link to the report and a download link valid for one day. The file behind that link is kept in the company's own storage (Settings → Document management → Storage); a company without storage gets the report link alone. The report link keeps working and always opens with the reader's own access. The report must be one the recipients can open; a ready-made report is, and anyone who cannot open it is left out with the reason instead of being sent it. Only an Insights administrator, an HR manager, a payroll manager or an accountant can send a schedule to colleagues; an analyst schedules to themselves.
Related
- Insights — Business Intelligence & Apps
- Notification Centre
- A number crosses a line and the right person is told
- A person presses a button in an app and a manager approves in HR
- A ready-made report is installed once and read by people who see different numbers
- Document workspaces feed the vault report
- Facilities report pack reads the register
- Team workflows