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How does a company save and schedule a report?
Scheduling existing reports is new functionality that will be released in October 2022.
At present, only custom reports can be saved and scheduled.
This article details how you can schedule an existing or custom report to be run and sent to defined contacts.
For more information about how to run a report, refer to:
This instruction applies to the following user roles:
- Employer Admin
- Employer Admin - No Payment
- Employer Admin - Read Only
- Network Manager
- Network Manager - Read Only
- Project Admin
- Site Admin
- Training Provider User
Go to Reports.
Depending on your user permission, you may be able to create a new report or only run existing reports. The save and schedule function works for both creating reports and existing reports.
When you run any report, once displayed you will be able to save and schedule the report. In the below example, we are running the Expiring Competencies Report with a run date filter of 30 days plus and minus.
After you Run Report and the details are displayed, click Save.
On the Save Report screen, you must give the report a new name. If you do not want to schedule the report, you can just click Save now.
To schedule the report, tick the Enable Scheduling box, and further fields will appear.
You can set the Start Date and End Date (when you want the report to start and end running), Repeat Task Everyx Days/Weeks/Months, Format(CSV only), and whether it needs to be emailed to others.
Email recipients do not need to be RIW System users.
Click on Save when complete.
The report will now run as per the schedule. At any time you can click on Edit or Delete to adjust the saved report.
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