Schedule Reports

Schedule Reports lets Admins and Branch Admins set up automated report delivery so that reports are generated and sent to chosen email addresses at a preferred time, every day.

Steps to Schedule a Report on Web

1. Log in to the SalaryBox web app at web.salarybox.in.
2. Click on Reports from the left menu.
3. Click on Schedule Reports. If you have not created any scheduled reports yet, you will see a message saying No Scheduled Reports.
4. Click the + Create Scheduled Report button.
5. A dialog box will appear with the following fields:
   • Report Type – Select the type of report you want to schedule (e.g., Daily Attendance Report).
   • Branches – Select the specific branches you want the report to cover. 
   • Departments – Select the specific departments you want the report to cover. 
   • File Format – Select PDF or XLSX depending on your preference.
   • Time Slot – Choose the time at which you want the report to be delivered to your email (e.g., 12:00 PM Noon, IST).
   • Recipient Emails – Enter the email addresses where the report should be sent. You can add up to 5 recipients. Type the email and press Enter or click Add.
6. Once all fields are filled, click Create.

Your scheduled report is now set up. SalaryBox will automatically generate the report and send it to the specified email addresses at the chosen time every day. You can view and manage all your scheduled reports from the Schedule Reports page.