How does a company save and schedule a custom report?

This article details how a company can save an schedule a custom report.  To create the report, please refer to our RIW Knowledge Centre How does a company create a custom report?

This instruction applies to the following RIW System User Roles:

  • Advanced Project Admin
  • Employer Admin
  • Employer Admin - No Payment
  • Employer Admin - Read Only
  • Helpdesk
  • Network Manager

Step 1: Log in to the RIW System

Go to and login using your credentials. 

Step 2: Reports tab

Click on the Reports tab.

Step 3: Create Report shortcut

Click on the Create Report shortcut.

Step 4: Create a report

Information on how to create a report can be found here.

Click on the Save button.

Step 5: Naming the report

On the Save Report screen, give the report a unique name in the Name field.  TIck the Enable Scheduling box to open the scheduling options.

Step 5: Scheduling, output and delivery options

Complete the fields in this screen to set up the report to generate delivery at a scheduled date and time.  Click on the Save button when complete.

NOTE: The report can be emailed to external recipients, not just those with RIW System User access.

RIW Knowledge Centre Article Link:

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