This is where you fill out the Report Details and set up the recurrence.
1.Report Name – Give your report a relevant name.
Example: Security Awareness Training Not Taken or My Upcoming Events.
2.Run report for – Select the desired date range to restrict the report to a specific time frame.
Example: Prior 30 days or Upcoming 60 days.
3.Link received in email will expire in – The report will be sent to you as a a link in an email. Select from the drop down to indicate how long you want the link to that version of the report to be available.
Example: If you are running the report weekly, this is where you establish your preference to inactivate the previous week’s link after 7 days.
4.Scheduled Report Recurrence – Click the 
icon to see the Recurrence options.
•Recurrence Time – What time would you like to receive the Report?
•Recurrence Pattern – How often would you like to receive the Report?
•Recurrence Range – Specify the time frame you would like to receive the report.
5.Click 
.
6.Email To – You can email the report to anyone inside or outside of your network. If you would like to email the report to a person listed in the LMS, select the 
icon. Alternatively, if you need to specify a group mailbox or someone outside of the network, select the + icon.
7.OPTIONAL: Include Message in Email – Enter any message you’d like to be sent in the email along with the link to the report.
8.Click 
.