Scheduled Reports

Overview of Scheduled Reports and how to create and enable them.

Overview

Scheduled Reports in Affinity’s LMS are a powerful tool that allows you to automate the process of generating and distributing reports to your reporting partners. This feature is essential for maintaining regular communication with external stakeholders, ensuring they receive consistent updates without the need for manual intervention.

Key Features

1. Automated Report Generation:

   • Schedule Reports: Set up reports to be generated automatically on a regular basis (daily, weekly, monthly, etc.).

   • Customization Options: Define the content of the reports by applying filters for specific companies, training modules, or campaigns.

   • Cadence Control: Adjust how frequently reports are generated, ensuring that your partners receive the information they need at the right intervals.

2. Distribution and Download:

   • Automated Emailing: Scheduled reports are automatically sent to the designated reporting partner’s email addresses.

   • Local Copy Download: You can also download a copy of the scheduled reports for your records.

How to Set Up Scheduled Reports

1. Creating a Scheduled Report

Step 1: Start the Report Setup

• Click "Generate Report": Within the selected reporting partner's profile, go to the "Scheduled Reports" tab and click "Generate Report."

Step 2: Define Report Filters

• Date Range: Set the date range for the data included in the report.

• Report Filters: Optionally, filter the data by specific companies, sectors, training modules, or campaigns.

Step 3: Enter Report Details

• Report Name: Give the report a descriptive name.

• Report Description: Add any relevant notes or context that should accompany the report.

2. Scheduling the Report

Step 1: Set the Report Period

• Period: Choose how often the report should be generated (daily, weekly, monthly).

• Cadence: Define the cadence, such as every day, every week, or every month.

Step 2: Finalize and Schedule

• Schedule Report: Click "Schedule Report" to set up the automatic generation and distribution of this report.

• Send or Download: Once scheduled, the report will be sent to the reporting partner automatically. You can also download a local copy.

Benefits

• Consistency: Scheduled reports ensure that your reporting partners receive timely updates without manual intervention.

• Efficiency: Automating report generation saves time and reduces the risk of human error.

• Customizability: Tailor each scheduled report to include only the data that is most relevant to the recipient.