As an Admin, how do i create an email schedule for an analytics report in Asanify

Which Analytics Reports Support Email Scheduling?

Currently, email scheduling is available for the following Attendance Analytics reports:

Attendance Summary - Aggregated attendance metrics for a selected period
Daily Clocks & Hours - Raw clock-in/clock-out times per day for employees over a time range
Daily Location - Clock-in/clock-out data with geolocation information
Regularization Requests - Summary and status of attendance regularization requests
Today's Status - Snapshot of today's attendance status across all employees

Note: Email scheduling is not available for Leave, People, Payroll, or Workflow analytics reports at this time.

Click on Analytics in the left navigation pane, then select Attendance from the tabs.

Select the report you want to schedule (Attendance Summary, Daily Clocks & Hours, Daily Location, Regularization Requests, or Today's Status).

Select your desired date range for the report (if applicable).

Apply any filters you need to narrow down the data (such as department, employee status, or specific employees).

Select your preferred Column Configuration from the dropdown to choose which columns should appear in the report.

Click Load Report/Charts to preview the report data with your selected settings.

Once your report is loaded with the desired filters and configuration, locate the Share button in the top-right corner of the report table.

Click on Share to open the dropdown menu.

From the dropdown, click on Email to open the email scheduling drawer.

In the email scheduling drawer, you'll see your report settings summary (Report Name, Configuration, and Filters applied).

Fill in the required fields:

Schedule Name - Enter a descriptive name for this email schedule (e.g., "Daily Attendance Report" or "Weekly Regularization Summary")
Frequency - Select how often the report should be emailed:
- Daily - Report will be sent every day at the specified time
- Weekly and Monthly options are coming soon
Time - Select the time when the report should be sent
Timezone - Choose the appropriate timezone for the scheduled time

In the Recipients field, start typing employee names to search.

Select one or multiple employees who should receive this scheduled report email.

Only active employees in your organization can be selected as recipients.

Review all your settings to ensure everything is correct.

Click Create Schedule to save the email schedule.

You'll see a success message confirming the schedule has been created.

The drawer will automatically close and show you the Manage Scheduled Emails view.

To view and manage your existing email schedules:

Click on the Share button for any supported analytics report.

Select Manage Emails from the dropdown menu.

You'll see a table listing all your scheduled emails for that report, showing:

Click the eye icon in the Actions column to view the full details of any scheduled email.

Reports are prepared and emailed automatically at the scheduled time based on the timezone you selected
The email will contain the report data as an attachment based on the filters and configuration you set when creating the schedule
Recipients will receive the report at the specified time according to your chosen frequency

Email scheduling is currently only available for Attendance Analytics reports
Only Daily frequency is currently supported; Weekly and Monthly frequencies are coming soon
The report will use the same filters and column configuration you had selected when creating the schedule
Recipients must be active employees in your Asanify account

Use descriptive schedule names to easily identify different scheduled reports (e.g., "Finance Dept Daily Attendance" instead of just "Daily Report")
Consider your recipients' timezones when selecting the delivery time
Review your scheduled emails periodically to ensure they're still needed and going to the right people
Test your schedule by creating one for yourself first before adding other recipients