How do I schedule a report?

If there is a report that you see yourself pulling on a regular basis, then scheduling that report is the way to go! Not only does it save your selected students and options, it will automatically be emailed to you according to the schedule you setup.

When creating a report, you have the option to schedule the report. Follow the steps below to get started.

Schedule a Report

1. Navigate to the Reports tab and click create for the report you would like to schedule.

2. Select your students and Report Options, then click Schedule.

3. Modify your Subscription Details as desired.

Frequency: Set how often the report will be delivered to your inbox.
Date: Select the date for the scheduled report to begin (if you selected monthly, this is the date each month the report will be generated).
Time: Select a time for the report to be generated. We recommend the report be scheduled overnight.
End Date: For weekly or monthly schedules, add an end date for when you would like these reports to stop generating.

4. Click add users to select the recipients:

Place a check beside each recipient.
Verified Email: If the recipient shows unverified, you can add them as a recipient, however, they will not receive the scheduled report until they verify their email address. Click here to view the steps on how to ensure your email is verified.
Click the Add Users button then Save!