How do I schedule a report in AccuCampus?

How do I schedule a report in AccuCampus?

Once you have memorized reports, you are able to schedule a previously memorized report to run on a specific schedule. This can also include sending the report to specific users.

1. From the Main Sidebar, hover over Advanced Options.





2. Click My Scheduled Reports.

 



3. Click Create New.





4. Enter a Name for the report. We recommend being specific so that you and any users who will receive the report will know what it contains.





5. Enter Details for the report. We recommend being specific in your description of the report so that you and any other users will know what it contains.





6. Click Active.





7. Enter a Start Date for the schedule to begin.





8. Enter an End Date for the schedule to end.





9. Enter a Time of day for the report to run.





10. Enter the Frequency that you’d like the report to run. This could be daily, weekly, bi-weekly, monthly or quarterly.





11. Enter the Date Range for the reporting period to be covered each time the report is run.





12. Search for and add the Report that you would like to schedule. You can choose more than one report to run on this schedule.





If desired, you can e-mail the report to yourself or other users. To do so, follow these steps:

13. If sending to other users, enter the Recipient(s). This is typically used for users who are already within the AccuCampus system and will send the report to the email address listed within AccuCampus.





14. Enter the Send to Address for the recipient(s). This s typically used for users who aren't in AccuCampus and will send the report to the email address(s) listed.





15. If desired, click Send to Me to have the report e-mailed to yourself.





16. Enter the From Name.





17. Enter the Reply To e-mail address.





18. If desired, enter a Password for Attachments. The user or users will need this password to open the report.





19. Enter a Subject and Body for the e-mail.





20. Click Save.


    • Related Articles

    • AccuCampus Reports Guide

      AccuCampus Reports Guide Event Reports To get to the reports related to events, from the Main Sidebar navigate to General > Reports.  Event Registration and Attendance This report shows the registration and attendance information for a specific event ...
    • Accudemia: How do I send scheduled reports with personalized assessments information to users?

      Introduction In Accudemia, Instructors/Administrators can create Assessment Surveys that can be applied to session logs. This article explains how to create personalized scheduled reports that will be sent out periodically. Step-by-Step Requirements: ...
    • Accudemia: How do I use the Schedule Report feature?

      Introduction Accudemia allows for the easy implementation of automated reports. Specific users or entire groups can be selected to receive specific reports on a daily, weekly, or monthly basis. This article will explain how to select these users and ...
    • Module 14 - Reports in AccuCampus

      Module 14: Reports in AccuCampus Topic: Reports Canned Reports  Memorizing Reports Scheduling Reports Using Reports to Add/Remove Tags Using Reports to Create User Groups Ad Hoc Queries Ad Hoc Reports Reports AccuCampus offers over 30 canned reports ...
    • Accudemia: How do I to send scheduled reports with personalized survey information?

      Introduction Instructors and Administrators can create surveys in Accudemia. This article explains how to create scheduled reports that will periodically send personalized survey information to instructors, tutors, or students.  Step-By-Step 1. Click ...