To access exports, click on the 'Actions' button and select 'Export' from the drop down list of your roster page:
Next is to configure your settings by selecting the layout, period, format..etc. Once you have configured your export with the desired settings, you can save these settings for future use. To do this:
Click Save as New Setting (A)
Enter a name for the setting (B)
Confirm to save (C)
Your export settings will now be available for quick selection in future exports and can be scheduled to be automatically sent from HosPortal.
To schedule the export, go to Admin --> Scheduled exports:
Click the +Add, and the following page will appear:
Fill out the following fields:
Name - This is the name of the scheduled report
Description - It is optional to describe what the report is all about.
Type - Shifts, Leaves, and Events are the options to choose from.
Select the export setting (D)
Define the date and frequency of sending the export automatically(E):
Start Date - Indicate the date that the report will begin sending the report
Send every - It indicates the frequency of how the reports will be delivered
At - Time of the day to send the report
For the - The range of schedules that the report contains
Select the recipients of the export (F)
Don't forget to 'save'!
Once saved, HosPortal will send the export at the time you scheduled and for the recipients you have defined.