Schedule a custom report

  • Updated

Schedule reports

Who can use this feature?

  • Platform Admins, Group Admins, Coaches, Authors, and Managers can schedule custom reports.
  • Accessible only on the Web Application.

As a report owner, you can schedule a custom report to run at a specific frequency and share the results with selected users. You can also specify when the schedule starts and stops.

Users who do not have the platform administrator role can schedule a maximum of 3 exports.

Only reports with date filters can be scheduled.

Before you begin, save the custom report you want to schedule.

  1. At the top of the homepage, click All.
  2. At the top left, click bar.svg Statistics.
  3. Open the Custom Reports tab.
  4. On the right of the name of the report, click pen.svg Edit.
  5. Open the Schedule tab.
  6. Toggle on Activate schedule.
  7. Choose the frequency for running the report and select the unit: Day(s), Week(s), Month(s), or Year(s).
  8. Specify the date of the first report computation.
    If you select the current date, the first report will be generated in one week.
  9. (Optional) Specify an end date for the schedule.
  10. (Optional) In the Share tab, select the users whom to share the report with.
  11. At the top of the page, click UPDATE to save the schedule.

The report will be generated at the chosen frequency. Each time the report is generated:

  • The report owner receives a mail notification inviting them to download the report.
  • Apart from learners, the report owner and the users whom the report is shared with can see the report in the custom report interface. Learners can't access the custom report interface.
  • Each generated report will be deleted after two weeks.
  • If a report is not downloaded 7 times in a row, the report schedule is paused. The report owner receives a mail notification and can unpause the report schedule.

Pause a report schedule

Who can use this feature?

  • Platform Admins can pause the schedule for all custom reports.
  • Group Admins, Coaches, Authors, and Managers can pause the schedule for their own custom reports.
  • Accessible only on the Web Application.

As a platform admin or report owner, you can pause a report schedule at any time.

  1. At the top of the homepage, click All.
  2. At the top left, click bar.svg Statistics.
  3. Open the Custom Reports tab.
  4. On the right of the name of the report, click 3Dots.svgPause.

The schedule is stopped.

When a user who is not the report owner pauses a schedule, the report owner receives a mail notification.

Unpause a report schedule

Who can use this feature?

  • Platform Admins can unpause the schedule for all custom reports.
  • Group Admins, Coaches, Authors, and Managers can unpause the schedule for their own custom reports.
  • Accessible only on the Web Application.

As a platform admin or report owner, you can unpause a report schedule at any time.

  1. At the top of the homepage, click All.
  2. At the top left, click bar.svg Statistics.
  3. Open the Custom Reports tab.
  4. On the right of the name of the report, click 3Dots.svgUnpause.

The schedule is resumed.

When a user who is not the report owner unpauses a schedule, the report owner receives a mail notification.

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