Thursday, August 22, 2019

Scheduling PDF Reports

In the past, we had gone over the topic of scheduling reports from the web portal. We were originally able to send reports as CSV or HTML files, but now we have added PDF to the list of available formats.

Pretty much everything is identical to how it was described in our previous post, the only difference is that now there is a "pdf" option in the "Report type to be generated" section:

Once you get the email, you will notice that the attachments will of course be PDF files:

If you schedule one of the regular reports that are not pre-formatted as PDF (most of them aren't, they are the ones you can generate online or create a CSV file), such as the Timecard Detail Report, Timecard Event Report, for example, you will get the usual information in a PDF text table:

(Click on the image to enlarge)

On the other hand, if it's one of the reports that already has a PDF version you can generate online like the Job Daily Timesheet Report, California Meal and Rest Report or the Matra PDF Report, then you will get the PDF-formatted version instead:

(Click on the image to enlarge)

That's it for now, let us know if you have any feedback or comments!

--Econz Team

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