TCMS V2 – Sending Reports Automatically
Before proceeding with the following steps, you will need to download the patch file, TCMSV2ReportSchedular, and save it into the TCMSv2 folder.
Step 1 – Run the Report Scheduler
Go to System Settings > Report Scheduler > Click Add Report > Select the report that will be sent out automatically.
Step 2 – Configuring the Details of the Report
1. Click on File and select the format for the report, for example, PDF.
2. Filter the reports by Group, Department, Section or an individual's Employee ID.
3. Click on Email to configure your recipients’ email addresses and SMTP server settings.
Step 3 – Configuring the Duration for Sending Reports Automatically
Configure the options in the following columns:
Every: Send the report either on weekdays or on a specific day of the month, for example, the first of every month.
Run Time: Set the time for the software to start generating and sending in the reports. Before the time starts, make sure that all records from the connected devices have already been downloaded. This is to confirm that all reports are fully complete with attendance records.
Data: Set the range of attendance records to send, for example, Current payroll cycle.
Start Run: Determine the starting date to apply the automatic sending process.
This feature offers a more systematic approach to generating and sending reports to relevant employees. Selected reports can be scheduled to automatically send on appropriate dates, saving the company time and effort and allowing the extra time to be utilized on other issues.