Build a custom report and schedule it to your inbox

Enmantle ships with reports for the numbers you check most, and a builder for the ones that are specific to how your agency runs. This guide covers both, then shows you how to have a report land in your inbox on a schedule so you stop pulling it by hand.

Start with the built-in reports

Before you build anything, look at what's already there. Enmantle includes a set of out-of-the-box reports that cover the common questions:

• 001. Time Clock Hours — who worked, when, and for how long.
• 003. Expense Transactions — the money view of expenses and reimbursements.
• 004. Certification Status — where each staff member stands, with expiry alerts.
• 008. Incidents — Monthly UI Log — your unusual incident records.
• 005. Staff Overview — a roster-level look at your team.

If one of these answers your question, you're done — open it and go. Build a custom report when you need different columns, a narrower slice, or something you'll want emailed on a repeat.

Build a custom report

The custom report builder lets you assemble exactly the columns you care about and nothing else.

1. On the Reports page, click New custom report to open the builder.
2. Under Columns, pick the fields you want. Add only what you'll actually read — a tight report is easier to act on.
3. Drag the column chips to reorder them, and use Group By and Totals (Sum, Avg, Count, Min, Max) if you need subtotals.
4. Watch the live preview to confirm it's showing what you expect.
5. Give it a Report Name, set Visibility to Private or Shared, and click Save Report.

Once saved, the report lives in your reports list (under My Reports or Shared Reports) and you can reopen it any time without rebuilding it.

Schedule it to your inbox

Here's the part that saves you real time. A saved report can be emailed to you automatically, so you're not remembering to run it.

1. Select your saved report, then click Schedule this report to open the Schedule report dialog.
2. Set the Cadence — Daily, Weekly, or Monthly (weekly adds a Day of week, monthly a Day of month) — and the Hour (ET) to send.
3. Pick the Report period (Yesterday, Last 7 days, Last 30 days, Last calendar month, or Month-to-date) and the Formats (PDF, Excel (.xlsx)).
4. Add Recipients (comma-separated), tick Email me too if you want a copy, leave it Enabled, and click Save.

From then on, the report arrives on its own cadence and shows up under Scheduled reports. Weekly time clock hours every Monday, an expense summary on the 1st — whatever rhythm matches how you review.

Scheduling delivers the report to your email on the cadence you set. To dig into a specific problem instead of a routine summary, run the report on demand or use the audit log.

Choose the right cadence

A few rules of thumb:

• Daily for anything you act on same-day, like time clock hours during a busy pay period.
• Weekly for routine review — staff overview, certification status.
• Monthly to line up with a reporting cycle or month-end close.

You can save as many reports as you need, each on its own schedule. Build the view once, and let Enmantle deliver it.

Next steps

• Need to trace a specific error rather than a summary? Use the audit log to trace documentation errors.
• Reviewing incidents? See Reviewing and filing UIs and MUIs.
• For the money side end to end, see From clock-ins to a clean eMBS invoice.