The Scheduled Reports feature allows for Admins to group learning items and set up Scheduled Reports to be automatically shared with a defined set of recipients of your choosing. All types of learning items are available to be grouped and be sent to specific users daily, weekly, or monthly.

First, you must navigate to Admin > Settings > Reports.

Here, you will see the current existing Reports, as well as an option in the top right corner to Create Report.

First, you must fill in the following information:

When you click "+ Add Content", you will find an overview of all your platform Content. You can search for Content as well as use filters to find what you are looking for.

In this menu, you can add Content to get reporting data from. You can select from Courses, Events, Learning Plans and Checklists. Select the Content you wish to get reporting data for, then click "Add Learning" in the top right corner.

Once the learning items are added, you must select the user(s) who should receive the Scheduled Report. There is no limit to the amount of recipients.

Finally, there is an option to toggle on Send report as an email. Toggling this on will allow you to schedule when the email containing the reporting data is sent.

Here, you must define the frequency of which the Scheduled Report is sent.

You have the following options for email frequency:

By default, the Report will be sent at the selected frequency for one year from the starting date.

Once the email frequency is set, you have the option to provide an Email Title as well as an Email Description. This is not required.

The email body will always contain the following statement "Stay informed about overdue, expiring, and incomplete tasks so you can take action" followed by the Email Description if this is added.

Click the button Create report to finish setting up the Scheduled Report!

All Scheduled Reports consist of three tabs: User Groups, Users and Info.

The first tab, User Groups, will illustrate Group data per learning item, and both Standard Groups and Hierarchy Groups are included.

A Scheduled Report will only include data for the People the recipient is associated with and the respective Groups of which the People are members of.

This means that if a Course is assigned to a User who is a member of three Groups, then the Report will display data for those three Groups.

The second tab, Users, will illustrate User completion per learning item.

This tab also includes columns for all platform Custom fields.

The third tab, Info, illustrates Report info including Calculated at (date of creation) as well as Calculated for (name of recipient).

It is possible to follow up on Report deliveries as well as download each Report ever sent to a recipient. The Report Log can be found in Admin > Settings > Reports.

First, find the Report you wish to view the log for. Then click the three dots (...) and select View Log.

Here, you will find the Report delivery log where all Reports sent from the platform are listed along with the recipients as well as the date and time it was sent. Click the "Download" button to download the Report that was sent to the respective user.