Here’s how it works:
- Create a Group Role (you will need administrative access to do this)…actually you can make as many groups as you like!
- Put all the necessary people in said role (ie. all the Deans, all the Executive, all the Administrative Officers, all the anything!)
- Now create a Pinned Report and save it as a Group Pinned Report and assign it to the appropriate Group.
- 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:
- 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
- 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!