How to setup a recurring report and have the results emailed to an admin?

I would like to create a report that will run automatically and have the results emailed to an administrator. How can this be done?

This is possible through the Report Writer module: Luminate Online>Data Management>Reports>Click the Report Writer tab

First, the desired report should be created and saved. More information on Report Writer reports can be found here.

To schedule a report and have the results emailed to an administrator, follow these steps:

  1. Find the desired report in the Report Writer list page
  2. Click Run Report from the Actions column
  3. Go to option c. Set Report Schedule
  4. Select the option to Schedule this report to run on a recurring basis
  5. Click Next
  6. Select the Group Type and Group that the desired administrator(s) belong to, and select their name(s)
  7. Once all the desired admins appear in the Selected column, click Next
  8. Click Run Report

The report will run according to the schedule, and all selected admins will receive an email with the report results when the results are available.



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