This article provides you with an overview of how to save recurring reports that you require regularly.
How do I save reports?
The most time efficient way of running a report is to save the type of reports you would like to run and the frequency in which you would like to run it. That way, with just one click - you will be able to run and view a report. Please follow the steps below to create a schedule and save for future.
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Click “Reports” from you main menu, select the report type, for e.g. “Operating Rhythm Detail”
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Select the “Subjects”, in this case, we have chosen “Teams & Children” i.e. the team and the member within that team.
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Select the team - in this case it is “The Go Getters” and then select the “Routines” - which is the type of coaching or meeting you would like the report on.
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Select the date range you would like this report to run from and to. ensuring its always from Monday.
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Next click “Add to my Reports/Schedule”, this will bring up a pop-up window, asking for further information
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Fill in the details required as above, and click “Save”.
How to Run a Scheduled Report
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Once you click Save, on the Reports dashboard, under “My Saved Reports”, you can view all the reports you have scheduled to run.
- Click 'Run Now' to download an XLXS of the report.
How to Delete a Scheduled report
- Remove a report by selecting the red icon to the left of the report.
- You will have an opportunity to confirm you want to delete the report. Select 'Yes, delete it'
