Why didn't my employee receive a scheduled report via email?

Problem

A scheduled report did not arrive because the system sent it to an inactive employee profile instead of the active one with the same name.

Solution

Verify the employee's status

1. Go to Settings in the top toolbar.

2. In the side panel, go to People > Employees.

3. Search for the employee name that should receive the report.

4. Verify that the profile is in Active status.

If the employee isn't in Active status:

1. Click Edit next to the Inactive employee to open their profile.

2. Click Profile Actions, then select Activate employee.

3. The employee's status updates to Active.

Rename inactive employee profile

If employee is duplicated and one is Active and the other is Inactive:

1. Locate the Inactive profile and click Edit to open the profile.

2. Rename the inactive employee profile by adding an asterisk (*) before the name.

Verify the report is scheduled to go to the correct profile

1. Go to Reports in the main navigation menu.

2. In the side panel, click on Scheduled to view all scheduled reports.

3. Locate the report that failed to send.

4. Click Edit for the report.

5. Under Recipients, verify the employees who are set to receive the report are all in Active status. If you renamed your inactive employee profile to include an asterisk, verify that no asterisks appear in the recipient list.

6. Remove the inactive employee profile and add the active profile.

7. When you're finished, click Save.

The next time the report is scheduled to deliver to your selected employees, it should send to the correct employee profile.