This documentation refers to an old version of Accudemia 7.0 and has been replaced by Accudemia 9.0:
Accudemia 9.0 - Scheduling Reports

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Scheduling Reports in Accudemia

In this section we look at how to schedule reports in Accudemia. Follow these steps like in the example below to create your own automatic report sent out to people:

  1. Click Reports in Accudemia's navigation menu.
  2. Click on the report you want to schedule.
  3. Select all filters as needed depending on the specific report you are selecting:
  4. Click the Schedule Report.
  5. Enter a title for the report.
  6. Select a schedule for the report to run on. This could be daily, every weekday, weekly or monthly. Click Next.
  7. Select recipients of the report. You can choose from your primary e-mail address, all active instructors, all active advisers, specific people, or specific e-mail addresses.
  8. If you chose active instructors, active tutors, specific people, or specific email addresses, you can then further refine your report options.
  9. Review that the information is correct and then click Finish.
  10. After clicking Finish this message should appear on the screen.
Please notice that for scheduled reports when choosing a time range filter you would need to choose a date option that can be calculated, for example, “Last 7 days, Today, This Period” because depending on the day when the report is triggered that information will be calculated and applied to the filters

Watch this short video on how to create a Scheduled report

In this example, we are creating a weekly report that gets sent automatically every Friday evening with the previous week's information to a specific user.

Editing a Scheduled report

This section will explain how to update previously scheduled reports.

  1. Start by navigating to the Reports section on the main menu.
  2. Click the View Scheduled Reports button on the top-right of this screen.
  3. Next, select the Scheduled Report in the list you want to edit and click the Edit button to make changes to the scheduled report.
  4. First, you will have the option to change the Report Filters and Output options. Save Changes now if you're done in the top-right of the screen.
  5. But if you want to change the schedule, recipients, and methods it is sent click the Reschedule button.
  6. Now go back through all of the options to get the report scheduled how you want it and you're done!

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