With an Enterprise license, ToolWatch Cloud users can automate reporting through Scheduled Reports, making it easy to deliver key insights to stakeholders without manual effort. These reports can be set to run at regular intervals—daily, weekly, or monthly—ensuring timely, consistent updates by email. For help with setup, configuration tips, or best practices, feel free to contact your Customer Success Manager or reach out to us at success@alignops.com.
To create a new Scheduled Report, follow the steps below.
From the Navigation Browser, expand the Reports and Graphs section.
Click on Schedule Reports.
Select Create New to open the Create Scheduled Report window.
In the Type dropdown, choose who will receive the report:
Users: Select specific ToolWatch users.
All Users: Sends the report to all employees set up as ToolWatch users.
Roles: Sends the report to all users assigned to a selected role.
All Supervisors: Sends the report to all employees designated as Supervisors of a Location or Employee.
Open the Recipients dropdown and select the desired users or roles (if applicable based on your Type selection).
Open the Report dropdown and choose a saved Custom Report to send.
Under Format, select the file format you'd like the report sent in (e.g., HTML, PDF, CSV).
Set the Frequency of the report delivery: Daily, Weekly, or Monthly.
If Weekly or Monthly is selected, specify the Day of the Week or Month to send the report.
Set the Time of Day the report should be sent.
(Optional) To trigger the report only when a certain number of records exist, check the Record Count box and enter the minimum record number.
Review your settings, then click Save to activate the scheduled report.
Note: To make changes to a Scheduled Report, simply select Edit or Delete next to the report you'd like to update.