Saving and Scheduling Reports

Many types of reports can be scheduled to automatically run at certain times. This is a great way to track regularly occurring data, like in the examples shown in this help topic.

 

To Schedule a Report

1.    Click the Reports tab.

2.    Choose the type of report you would like to schedule by clicking on it in the Select a Template area.

3.    Enter the report options that best describe your report.

4.    Click the Save/Schedule button.

5.    Enter a name for the report and a brief description, then check how often you would like the report to run.

6.    Click Save to schedule your report.

The saving or scheduling reports screen.

 

Examples of Types of Reports That Can Be Scheduled

·        Attendance Phone Log for an entire district: If your account's Access Profile allows you to view data for an entire district, you can schedule a Phone Log report displaying all of the absence notifications for your district at one time. This will show you everybody in your district that was absent for a certain day or range of days and the result of contacting them. For instance, the number recipients were successfully contacted with an attendance message. To create this report, you should use the following settings:

·        All disconnected phone numbers for a school or district: If your account's Access Profile allows you to contact an entire school or district, you can schedule a Phone Log report displaying all of the calls which returned a value of "Disconnected" each week. To create this report, you should use the following settings:

  1.