Setup Recurring Email Reports

You can setup a basic email report to be automatically emailed to you on a regular basis by reviewing the below instructions.

  1. Go to Communications > click Email Communications > click New or select an Existing template

    Screen Shot 2020-01-10 at 11.10.32 AM
  2. Assign a Name, Subject Title, and Message
    Screen Shot 2020-01-10 at 11.11.29 AM
  3. Go to Schedule tab > Assign Date, Interval or Recurring, assign Date and Time

    Screen Shot 2020-01-10 at 11.12.59 AM
  4. Go to the Recipients tab, define the users or user groups (external emails can be entered in the "Additional Emails" field)

    Screen Shot 2020-01-10 at 11.14.05 AM
  5. Go to Create a Report to Send tab > Type = Student Progress, select Courses the report would draw from > Select Progress > Filter by Groups or Specific Users > Set Conditionality

    Screen Shot 2020-01-10 at 11.15.32 AM
  6. Click Save

Note: You will need to ensure you setup this email report with at least a 24 hour buffer in order for it to send properly.

Note: The emailed report is very basic and is not robust. You will need to create and download reports manually using our Report Builder or Activity Report tools.