Admins in Lattice have the ability to schedule custom reports to be sent on a recurring basis.
Create and schedule an export
- Build a Change Log, Employee Snapshot, or Time off custom report.
- Once you have built out your recurring report, select Schedule.
- Enter a Title and choose the export Frequency: Daily, Once a Week, or Once a Month.
- Select Save.
- When your export is ready, you’ll receive an email notification with a link to your export to download. Select View report.
Note: When creating a report, in the Report date section, choose a “relative date” rather than a static date. This will ensure that each time the export is sent to you, the report's date updates to the relative date.