Scheduled reports

Scheduled reports emails your headline figures, and any CSV files you choose, on a schedule to anyone you list. Recipients do not need a LearnBoard login, which makes it a simple way to keep a board, a manager or a funder up to date.

At a glance

• Who can open it: the Admin role, with Edit per-tenant reporting configuration (manage.reporting-config). Anyone else sees “You do not have permission to manage scheduled reports.”
• Where: Admin console, Scheduled reports, at /admin/scheduled-reports.
• Needs a plan that includes scheduled reports. Without it, the Admin console tile is locked.
• Up to 20 addresses per report.
• The report is built as you, so it holds what your role can see.

Create a report

1. Press New report.

2. Fill in the form.

   Field	What to enter
   Report name	Up to 120 characters. “Weekly overview” is filled in.
   How often	Every day, Every week or Every month.
   On	For a weekly report, the day of the week.
   On day	For a monthly report, a day from 1 to 28.
   At	The hour to send it.
   Time zone	The time zone that hour is in.
   Send to	Email addresses, one per line or separated by commas. Anyone you list receives the figures and the files, whether or not they have a LearnBoard login.
   Attach as CSV	Tick the files to attach. The headline figures are always in the email.

3. Press Save report.

The CSV files you can attach

Each is the same file a person would download from that screen with no filter chosen.

• Activity trend
• Top courses by enrolment
• Completion funnel
• Enrolment vs completion
• Learners at risk
• Certificate issuance
• Average quiz score
• Engagement by category
• Inactive users
• All courses

Check who you are sending to

Recipients get the figures and files as you see them, and they do not need to sign in. Send to people who are entitled to see that data, and remember that a CSV such as Learners at risk or Inactive users names individual people.

Your reports

The table lists each report with:

Column	What it shows
Report	The name, the schedule, and “Figures only” or “Figures +” the attached files.
Sent to	The first address, and how many more.
Next send	When it goes next, or Paused.
Last send	“Sent” with when, or “Not sent:” with the reason.
On	A switch to pause or resume the report.

The buttons at the end of each row are Send now, Edit report and Delete report. Deleting asks first: “Nobody will receive it again.”

LearnBoard checks for reports due every fifteen minutes, so a report leaves within a quarter of an hour of the time you set, in its own time zone.

Tip

The sender name on these emails comes from Scheduled-report “from” name on Branding, then your workspace name.

Related

BrandingThe sender name on report emails.

Your subscriptionPlans that include scheduled reports.

Roles and permissionsWhy a report holds what your role can see.