Report Snapshots with Report Scheduling

A new feature at StaffSavvy, ‘snapshots,’ can be used in report scheduling. When you run any custom report, you can now generate it as a snapshot. You can create a copy of that, i.e., a screenshot. This process will happen automatically and then be saved under snapshots, which you can view until archived.

An advantage of this is that if you, for example, chose to create a monthly snapshot, you could easily track and compare monthly progress.

This feature is helpful for reasons. Firstly, searching through snapshots is much faster than manually filtering repeatedly for specific dates. This feature helps limit the administrative burden of searching through data.

It saves every period you search, so you can run the report multiple times, comparing different things whilst being data efficient. 

You can also schedule the report at a particular time, i.e., once a month or once a week at the start/end of every month. Once you have established a specific time frame you will consistently check for, a comparison is made easy.

This feature is handy to show progression in training. For example, it could show all the ongoing training stages and certificates and the percentages of staff members who completed them. Then, you can conduct this every month to track progress between months.

This feature is also a great way to help share information between managers. Snapshots are readily available to share and email to others on the team.