How to Schedule a Report (from report drop down menu)

Purpose:  This guide provides steps on how to schedule a report. Scheduling a report allows you to customize the report to your specifications on a scheduled basis. 

Report Permissions:

Reports are role based and the role controls report parameters such as learners and displayed fields. 

Report roles:

Administrative-This role enables LMS administrators the most comprehensive access. This includes all users and additional administrative fields in the report display.

Executive- This role is assigned to users in a role requiring data from their managers and their direct reports. 

Manager- This role allows reports to be generated for direct reports only. The manager can only see report data for learners with their email address in the manager field. 

Trainer-This role is assigned to the organization trainer, or anyone needing to manage reports and data for the organization or franchise. 

Please note: The reports used in this article are generated under the Executive role and may vary slightly based on your role assignment. 

Step 1.  Log in to the LMS by going to Learn.Sandler.com.  Click on Reports on the top menu bar. From the Reports box on the left, select Scheduled Reports

                

Step 2. Under Scheduled Reports, select a report from the drop down menu. Select Add Scheduled Report.

Step 3. Complete fields to create the scheduled report.

 

Note: A selection of field options allows you to customize the setup, defaults and delivery of the report.

• Scheduled report settings 
  • Report: Pre populates with selected report
  • Data: Pre populates with selected report
  • Export: Select how you want to view the report
  • Schedule: Use the drop down menu to select how often you want the report sent 
• Email Settings 
  • Send to self: Check if you want report sent to you 
  • Audiences: Select Add audiences to add specific group of people to send report to 
  • System users: Select Add system user(s) to add users to send report to 
  • External users email: Select Add email to add external email address to send report to. Note: Add one email address at a time. The email will come from [e-mail]

Step 5. Select Save Changes when done. The report is now scheduled. 

You can view the newly scheduled report by going back to the Scheduled Reports page.