Rival Help CenterWorkflow

First Day Report

The First Day Report compiles information for an employee's first day. Configure, download, edit, or delete First Day Report configurations.

Configure a First Day Report

  1. From the navigation bar, click Reports > First Day Report. The First Day Report page opens.
  2. Click Add Configuration. The First Day Report Add Configuration page opens.
  3. Select an event.
  4. Select the day of the week the notification is sent.
  5. Choose the time frame of the report.

    Tip: Time frame is calendar days not business days.

  6. Click Edit and select columns to include on the Microsoft Excel output.
  7. Select the team(s) to receive the notification of the report.
  8. Select to send a notification or not.
  9. Click Save.

Download a First Day Report

  1. From the navigation bar, click Reports > First Day Report. The First Day Report page opens.
  2. In the Configurations list, click Edit beside a report. The First Day Report Add Configuration page opens.
  3. Click Download.
  4. Save the file.

Edit a First Day Report configuration

  1. From the navigation bar, click Reports > First Day Report. The First Day Report page opens.
  2. In the Configurations list, click Edit beside a report. The First Day Report Add Configuration page opens.
  3. Make changes.
  4. Click Save.

Delete a First Day Report

  1. From the navigation bar, click Reports > First Day Report. The First Day Report page opens.
  2. In the Configurations list, click Delete beside a report.
  3. On the confirmation pop-up, click Yes.