Exporting Reports and Scheduling Recurring Emails

Any report you can view can also be exported for a one-off download, or set up to arrive in your inbox on a recurring schedule so you don't have to remember to check it.

One-off export

From any report view — course reports, at-risk learners, the training matrix, or a saved report from the report builder — use the Export control to download the current view as a file.

Export respects whatever filters are currently applied to the report.

Scheduling recurring delivery

1. Open the report you want to schedule.
2. Use its Schedule option.
3. Set the frequency (for example, weekly or monthly) and the recipient list.
4. Save the schedule.

Scheduled reports run automatically and are emailed to the recipients you set.

Notes

A scheduled report always reflects the filters saved with it at schedule time — if your underlying data structure changes significantly (a course archived, a group renamed), revisit the schedule to make sure it still targets what you intend.

What next?

• Building ad-hoc reports with the report builder
• The training matrix: compliance at a glance