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Schedule custom reports

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Schedule reports

Who can use this feature?

  • Platform Admins, Group Admins, Coaches, Authors, and Managers can schedule their own 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. Open the custom report interface.
  2. On the right of the name of the report, click pen.svg Edit.
  3. Open the Schedule tab.
  4. Toggle on Activate schedule.
  5. Choose the frequency for running the report and select the unit: Day(s), Week(s), Month(s), or Year(s).
  6. Specify the date of the first report computation.
    If you select the current date, the first report will be generated in one week.
  7. (Optional) Specify an end date for the schedule.
  8. In the Sharing Options section, select the users who to share the report with.
  9. At the top of the page, click Update to save the schedule.

The report will be generated at the chosen frequency and shared with the selected users. Each time the report is generated, the report owner and the selected users receive a mail notification inviting them to download the report.
Apart from learners, the selected users can see the report in the custom report interface. Learners can only download the report from the received mail notification.

  • Each generated report will be deleted after two weeks.
  • If a report is not downloaded three 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. Open the custom report interface.
  2. On the right of the name of the report, click 3Dots.svg → Pause.

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. Open the custom report interface.
  2. On the right of the name of the report, click 3Dots.svg → Unpause.

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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