What is a Birthdays report
The birthdays report helps HR teams prepare for employee celebrations, send timely greetings, or plan recognition efforts in advance.
How to export a Birthdays report
Go to the configure portal.
Head over to Reports.
Select Birthdays that sits under Employees.
Select the time range and the location.
Click on the Run button.
Make sure the expected information appears in the on-screen report, and then click Download to export the data in the Excel spreadsheet.
How to schedule a Birthdays report
Scheduled reports can be set to automatically send to the relevant members via email, keeping them informed and ensuring that no one misses important information.
After running the report, simply click Schedule.
Give the report a title.
Select the suitable frequency and time.
Enable the report attachment if required. This allows recipients to view the report directly without having to log into Rota King, provided the report size is under 10 MB.
Add email addresses.
Click Save.
To make changes to a scheduled report, navigate to the Scheduled Reports section under Reporting, select the report you wish to modify, and edit it as needed.
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