Schedule a report

Updated on 05 Jul 2024
1 minute to read

Article summary

Did you find this summary helpful?

Thank you for your feedback

You can schedule reports to run automatically by following these steps:

Go to the Reports page from the top navigation bar.
Scroll down to the Scheduled Reports section.
Select the report from the dropdown menu.
Click the Add scheduled report button.
Configure the settings.
Click Save changes.

When scheduling reports, please note that the attachment size is limited to 10MB, due to the limits set by external mail services. If your report exceeds this size, the email will not be sent. If this is the case, consider refining the report filters to reduce the size of the report.

Next steps

Get involved in the conversation about Reporting on the Totara Community.

The Totara Academy has a whole course dedicated to using Reports in Totara. Here you can learn more on how to use reports, see best practice, and give it a go yourself.

Was this article helpful?

What's Next

Scheduled report settings

Table of contents

Next steps