There are two ways to create a Scheduled Report Email.
From the Reports homepage, click on the link within the Schedule column next to the Report you'd like to use.
Click on the New Scheduled Email button.
Alternatively, whilst in a Report, click on the Email Report link at the top of the screen.
For both methods of creating the Email, you will now be taken to a 4-step wizard.
Step 1
Any Filters that were added when the Report was created will show in this step.
If you need to, you can refine the Report further at this point, although you don't need to make any changes in this step. For example, in the Report above, if you only wanted to show results for an induction course, you could type its name into the Activity Name box.
Click on Next.
Step 2
Find the recipients for the Report by searching for them by name or by clicking on the Unit dropdown list.
Tick the box next to the User(s) name(s) or if you need to add all Users within a Unit, tick the Select all on current page box at the top of the list of names.
The User will be added to the People selected column.
By default, as an Administrator creating the Report, the system will add you as a recipient. If you do not want to receive a copy, untick the box next to your name.
Underneath the selected people column there is an option to Run report in user's context, which is ticked by default. This means that if you are sending the Report to a number of Users, they will only receive information they are permitted to view in accordance with their Reporting Scope. If you want Users to be able to see all of the information in the Report, regardless of whether they would normally be able to, you will need to untick the box.
Click on Next.
Step 3
Set the start date for the Report and its frequency.
Click on Next.
Step 4
Choose whether you want to send the Email even if it doesn't contain any data.
Choose whether the data should be displayed in the body of the Email, rather than as an attachment.
The system generated Email will include details about the Report when it is sent however you can personalise the Email by typing into the Report body text box. For example, 'As requested during the meeting on 07/08/2018'.
Click on Finish.
You will be taken back to the Reports homepage.