Scheduling Recurring Reports
Using Scheduled Reports is a great way to set up automatically generated reports which you need frequently and which call for the same criteria. For example, you might want to keep track of enrollments for a group of learners on a monthly basis. You can set up scheduled reports for both the Course Enrollment Totals and Training Track Progress that contain information for the previous day, week, month, last 7 days or last 30 days. You can choose to have this delivered daily, weekly or monthly.
You can find each report here:
Reports > Course Enrollment Totals
Reports > Training Track Progress
Create a tailored report by selecting the following:
Report Type: Summary or Detail or Logs
Report Criteria Type: Enrollment or Completions
User: All Enrolled, All Users (including removed), Certain Groups
Categories: Select All or Certain Categories
Select Course: Select All or Certain Courses
NOTE: Date range Start Date and End Date are not included in the parameters for scheduled reports. You will select the frequency and date range after you click Scheduled Report.
After you have selected your report criteria, click on Schedule Report. From here you will be prompted to enter the following:
Subject/Title: Create a name for this report
Report Frequency: Weekly, daily, or monthly
Report format: PDF, CSV, Excel, Excel 2003
Report date range: Yesterday, Last week, Last month, Last 7 days, Last 30 days
Delivery day: Choose which day of the week you would like this report to be delivered
CC Admin Recipients: Admins can CC other Admins in the University
CC Non Admin Recipients: Admins can CC non-Admins when scheduling a report (this is not available for detail reports)
Once you schedule this report, you can keep track of it under Reports > My Reports.