Who is this article for?

Administrators scheduling reports.

Administrator Access is required.

On entering the Reports section, you’ll see an overview of activity for the current month in the Systems tab. You can adjust the reference period to today, yesterday, week, month, year, or set a custom date range.

Other tabs contain reports about Users, Courses, Curricula, Tests, Surveys, SCORM content, Certificates, and a Timeline listing of all user actions. Please see below for more information on reporting.

1. Filtering a Report
2. Scheduling Reports
3. Scheduling a User & Custom Reports
4. Further Reading

1. Filtering a Report

• You have the flexibility to refine the data in your report based on various parameters such as Branch, User type, Audience, Group, Job, and more, depending on the report type.

• To apply a filter to your report, navigate to the tab that showcases the data you wish to filter, and then click on the Filter option.

• This action will prompt a pop-up window to appear, presenting all the available filters specific to that report.

• Customise the data displayed by applying filters based on your preferences.

Note: To exclude specific data, click the ‘Show inverse filters’ link located at the bottom of the screen.

• After configuring your filters, click Submit to generate and view your filtered report.

2. Scheduling Reports

The reporting feature of the Academy allows you to schedule reports from the System, User, and Custom tabs to run automatically and email the results to specific people on a regular basis.

1. To schedule the system report, click on the Reports icon on the dashboard and select the System tab.
2. Click the drop-down arrow next to the Export button and select Schedule.

3. The system report scheduler will open allowing you to set the date, time, recurrence, and the email address(es) which the report should be sent to:

4. Once you have set your preferences, click Schedule. An automated email containing a link to the report will be triggered according to the schedule set.

3. Scheduling a User & Custom Reports

1. To schedule a user report, click the User tab and select the user you want the report on. Click the drop-down arrow next to the Export button and select Schedule:

2. As with the System report, a report scheduler window will open allowing you to set your preferences for the schedule.
3. To schedule a custom report, follow the steps described to create a custom report.
4. At the bottom of the screen, in the "Scheduled Export" section, set Enabled to Yes.
5. You can then choose the date/time for the report to be scheduled, frequency (in hours) and email address(es) it should be sent to.
6. Click Save.

4. Further Reading

• Creating a Custom Report
• Configuring Mass Actions & Infographics in Reporting
• Adding and Managing Jobs
• Adding and Managing Certificates
• Adding and Editing a Curriculum