EAB Navigate360: Reports - Scheduling a Report

EAB Navigate users have the ability to schedule reports to be run on a frequency determined by the user.

Summary

EAB Navigate users have the ability to schedule reports to be run on a frequency determined by the user and emailed to them

 

How-To

Instructions

Reports like Student Lists and Save Advanced Searches can now be Saved so they can be run at will with all the filters the user needs in place.  See EAB: Navigate - Saving Advanced Searches

NOTE: Saved/Scheduled reports are dynamic and will provide most recent and updated information when run.

To Schedule Reports with filters applied, first run the report and Save that report to the Lists and Searches area as described in the article link above.

Step 1 - Navigate to Lists & Saved Items on the left menu options

Step 2 - Scroll down to Saved Reports

Step 3 - Select the Report you would like to schedule by checking the box to the left of the Report name

Step 4 - Use the Actions menu dropdown and select Configure Schedule

Step 5 - This will activate a dialog from the right side of the screen

Step 6 - Using the options provided, Schedule the Duration to which you would like this report to run using a Start and End Date

Step 7 - Next, select a Frequency, how often would you like this report run

Step 8 - Enter a Time for when you would like this report run

Step 9 - Click, Save Scheduled Report Rule at the bottom

Step 10 - Your Report will now run based on the criteria entered above.

 

Outcome

This will help users be able to schedule reports to be run on a frequency determined by the user.

 

Need additional help?

Please fill out the EAB (Navigate) web form with as much information as possible, or contact the Technology Help Desk on your local campus.

For additional Training please visit the Teaching and Learning Technologies Docs & Training site.