Distribute Reports

You can configure reports to be distributed to other employees in your organization at scheduled times. Dayforce generates the distributed reports and delivers the report output file to the recipients' Message Center at the scheduled times. Recipients who have an email address in their profile can also receive email notifications.

Report distribution is mostly configured in the Distribution tab of the Schedule Report dialog box in Reporting and Analytics > Reporting > Classic Reports. You can set up distribution when you first schedule a report in the Reports tab, or you can add it later in the Report Schedules tab on reports that have already been scheduled.

Note: By default, there is a maximum of 1,000 recipients for each distributed report.

To configure distribution of a report:

Before You Begin: This procedure assumes that you have already configured the time and frequency for the report schedule. See Schedule Reports.

1. Go to Reporting and Analytics > Reporting > Classic Reports and open the Schedule Report dialog box by doing one of the following:
   • If the report that you want to distribute has already been scheduled, go to the Report Schedules tab and double-click the report schedule.
   • If the report hasn’t already been scheduled, go to the Reports tab, select the report, and then click the Set Schedule button.
2. In the General tab of the dialog box, confirm the details of the schedule.
3. In the Distribution tab, do one of the following to select the distribution recipients:
   • To distribute the report to employees by their user roles, select one or more roles in the AVAILABLE list and use the arrows to move them to the SELECTED list. Dayforce distributes the report to all employees who are assigned that role regardless of whether it's their primary role.
   • To distribute to individual employees, select the recipients in the Employees section. You can type names in the field, select employees in the drop-down list, or click the To button and use the employee picker to select one or more employees:
   • 
   • Note: When you distribute to individual employees, Dayforce enforces data security based on each employee's primary user role. See Data Security in Distributed Reports.
4. Clear the Include myself as a recipient checkbox if you don't want to receive a copy of the report. By default, this checkbox is selected, and Dayforce sends a copy of the report to you as well as the recipients.
5. In the Options tab, select the Send a notification if the report is empty checkbox and Dayforce sends a notification message to the recipients if Dayforce generates an empty report. The checkbox is cleared by default, and Dayforce doesn’t send a notification if the report is generated with no results. Dayforce never delivers a blank report to Message Center.

At the scheduled time, Dayforce generates the report and distributes it to Message Center of the selected recipients. The report is deleted after seven days. Recipients also receive a notification email if they have an email address in their profile.

Note: The reports are distributed at the scheduled time in your organization’s preferred time zone as configured in the Properties tab in System Admin > Client Properties. Dayforce displays your organization’s time zone next to the Preferred Time Zone field in the General section.