Wish it was easier to send that weekly status report to all the campus Deans? Wait a second…now it IS easier! Have you explored the new Report Scheduler yet?


Here’s how it works:

  1. Create a Group Role (you will need administrative access to do this)…actually you can make as many groups as you like!
  2. Put all the necessary people in said role (ie. all the Deans, all the Executive, all the Administrative Officers, all the anything!)
  3. Now create a Pinned Report and save it as a Group Pinned Report and assign it to the appropriate Group.
  4. Now for the cool part: schedule that report to be sent out at any interval: daily, weekly, twice a week, monthly, quarterly, yearly…if you can imagine it, you can schedule it! Here’s what else you get to choose:
    • Frequency
    • Interval
    • Time of day
    • Output (should this be a PDF or an Excel file?)
    • Add any additional text to the title or body of the email
  5. Now click SCHEDULE and let it all happen automatically!

You can follow-up using a detailed audit log of events and will even get email notification if any reports failed to send to any of your designated recipients. Doesn’t get much easier than that!