How to schedule an Organization Report
How to schedule an Organization Report
Admin can now schedule Organization reports to run as per their desired time interval and even add recipients who will automatically receive them via email.
For Administrators
- Log in to Learn LMS and click "Reports" tab from the top
- Click the plus Icon from the bottom right corner
- Select "Organizations" from the different entities displayed
- Name your Org Report
- Set Frequency of report - Daily, weekly on Monday, Weekly same day as today, Every weekday, Annually
- Add other Recipients for the report if required. Everyone shall get an email when the report is generated
- Click "Schedule"
For Managers
Managers can also generate scheduled reports for different entities ( User / Teams / Course/ Path / Events / Organization) for his/her team members. An Admin can also make Manager(s) as the recipient for any scheduled report which is active.
Follow instructions given in "For Administrators"
For Learners
Learners cannot configure Scheduled reports. An Admin/Manager can make learner(s) as the recipient for any Scheduled report which is active.
Related Articles
How to edit the Schedule of a Report
How to edit the Schedule of a Report Schedule for Reports can be edited even after they have been configured For Administrators Log in to Learn LMS and click "Reports" tab from the top From the list of reports Search for the Report for which you wish ...
How to Schedule Reports
How to Schedule Reports If a specific kind of report is being regularly exported, you can Schedule it in the LMS to auto run as per the required time interval. For Administrator Configure a Scheduled Report Set Frequency of report - Daily, weekly on ...
How to Stop/Pause or Restart/Set a Scheduled Report
How to Stop/Pause or Restart/Set a Scheduled Report Scheduled Reports can be stopped and restarted by Admins whenever required depending on the need. For Administrators Stop/Pause Schedule Log in to Learn LMS and click "Reports" tab from the top From ...
How to set recipients for a Scheduled Report
How to set recipients for a Scheduled Report Recipients can be added for Scheduled Reports by the Admin. This option will help Admins to enable managers to receive relevant reports at their required time interval instead of them (Admin/Manager) ...
How to run an ad-hoc Scheduled Report
How to run an ad-hoc Scheduled Report When a Scheduled Report needs to be generated immediately before the next schedule Interval, the Quick Run option can be used. Reports which do not have a schedule configured would have to be generated this way ...