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      Setup Recurring Email Reports

      You can setup a basic email report to be automatically emailed to you on a regular basis by reviewing the below instructions.

      1. Go to Communications > click Email Communications > click New or select an Existing template

        Screen Shot 2020-01-10 at 11.10.32 AM
      2. Assign a Name, Subject Title, and Message
        Screen Shot 2020-01-10 at 11.11.29 AM
      3. Go to Schedule tab > Assign Date, Interval or Recurring, assign Date and Time

        Screen Shot 2020-01-10 at 11.12.59 AM
      4. Go to the Recipients tab, define the users or user groups (external emails can be entered in the "Additional Emails" field)

        Screen Shot 2020-01-10 at 11.14.05 AM
      5. Go to Create a Report to Send tab > Type = Student Progress, select Courses the report would draw from > Select Progress > Filter by Groups or Specific Users > Set Conditionality

        Screen Shot 2020-01-10 at 11.15.32 AM
      6. Click Save

      Note: You will need to ensure you setup this email report with at least a 24 hour buffer in order for it to send properly.

      Note: The emailed report is very basic and is not robust. You will need to create and download reports manually using our Report Builder or Activity Report tools.