Scheduled report settings
    • 16 Feb 2024
    • 1 minute to read

    Scheduled report settings


    Article Summary

    When creating or editing an scheduled report the following options can be configured. 

    Setting
    Description
    Notes

    Report

    The name of the report you are setting up a schedule for. This cannot be changed after the report has been created.

    -

    Data

    The Data dropdown allows you to select whether to export All data or select a saved search, if any have been created.

    -

    Export

    Choose the Export file format that report data will be saved in.

    -

    Schedule

    This setting allows you to select the frequency for running the report. Select from the following:

    • Daily: Select the time the report will be run each day.
    • Weekly: Select which day of the week the report will be run. The report will run at 0:00am on the selected day.
    • Monthly: Select which day of the month the report will be run. The report will run at 0:00am on the selected day.
    • Every X hours: Select whether you want to run the report every 1, 2, 3, 4, 6, 8 or 12 hours.
    • Every X minutes: Select whether you want to run the report every 1, 2, 3, 4, 5, 10, 15, 20 or 30 minutes.

    -

    Audiences

    Select Add audiences and choose the audience(s) you want to receive the report. 

    -

    System users

    Select Add system user(s) and choose the system user(s) to receive the report. 

    -

    Send to self

    Tick this option to send a copy of the report to yourself, via the email address you have registered on the site.

    -

    External users email

    Select External users email and type in an individual email address, then click Add email.

    -

    C003 - Reports(1)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.

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