Scheduled Reporting allows you to run a report, save the criteria, and identify a schedule for it to be run. You can specify the recurrence of the report and define to whom you want it sent. This will reduce the need to run those repetitive reports on a regular basis!
1.Navigate to Run a Report and select the desired Report from the list. 2.Complete the required Search Criteria. 3.Click 4.Review the results to ensure the Report is displaying what you need. 5.Click the Save Report |
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 •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 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 |
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.1.Navigate to Run a Report. 2.From the three dot Options menu, select Scheduled Reports. 3.Select the title of a Report from the list, or white space in a row to select then click the Edit 4.Make the necessary changes.
5.Click |
1.Navigate to Run a Report. 2.From the three dot Options menu, select Scheduled Reports. 3.Select the title of a Report from the list, or white space in a row to select then click the Delete 4.Make the necessary changes. 5.Click OK to confirm. |
