Articles in this section

See more

Reports: schedule a legacy report

Elizabeth
  • Updated

Create and schedule legacy reports

You can set legacy reports to run automatically daily, weekly or monthly.

Availability: all customers

Routine automated reports help you monitor your learners' activity and enrollments effectively.
LearnUpon sends automated reports to the person who created the report by default. You can configure reports to send a copy to admins, managers, and instructors on the portal, or to external email addresses.

Note: for legacy reports LearnUpon sends scheduled reports only for changes in enrollment status between the report dates. If no changes happen at all, LearnUpon doesn't send a report.

Advanced reports available

LearnUpon is developing the next generation of reporting features. See:

Access permissions for scheduling legacy reports

  • Admins: can access all reports
  • Managers: can set up and run reports for all the learners they manage in groups
  • Instructors: can set up reports about courses, where they are the named instructor

The rule of thumb: if the manager can view the learner's profile, then the manager has permissions to set up a report. If learners belong to additional groups outside the manager's remit, the data related to those groups is not included in the manager's report.

Create and schedule a legacy report

Set up a legacy report and run it once. After you run it, you can access the Schedule feature. 

  1. From main navigation go to Reports > + Create report.
  2. From Legacy Reports, select the report type you need.
  3. Adjust the filters as required and select Run Report. After you run the report once, LearnUpon shows Schedule as an option.
  4. Select Schedule to:
    • enter a Title
    • choose how often to repeat the report: one of Daily, Weekly, Monthly
  5. Select Create to finish.

Edit legacy report filters, report schedules, and recipients

You can change an existing legacy report to include additional courses, groups or calendar dates.

You can also change how often the report runs, and who receives the report. 

For example, you can send the report to additional recipients. You can enter email addresses manually for any external recipients.

  1. Select Reports.
  2. In the secondary navigation, select Legacy reports.
  3. Find the scheduled report you need to change, and select More (aka 3-dot menu) > Edit.
  4. From the report page that opens:
    • change the report title, schedule or recipients as required
    • select Edit Filters to change what goes into the report
  5. Save to finish. 

Tip: for additional email addresses, select Add so it appears below the field.

See:

Related articles