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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
- Network Manager
Step 1: Log in to the RIW System
Go to https://app.riw.net.au 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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