How do I schedule a report?
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.
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.
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!
View Your Scheduled Report
1. Navigate to the Reports tab and click manage subscriptions at the top:
2. You will see all scheduled reports there.
Manage Scheduled Reports
1. Navigate to the Reports tab and click the button manage subscriptions.
- All Reports: view all reports that have been previously generated.
- Edit: edit the frequency of the report and the recipients.
- Delete: delete the schedule report and all reports that were previously generated with it.
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