Using Scheduled Reports in Axis LMS

Inside Axis LMS, the admin, report admins, and certain managers are all able to see their own reports when they log in. However, not everyone is keen to the idea of logging in to view reports - for cases like these, scheduled reports come into play. 

 

Scheduled Reports can be used as way to save or send reports out to an email address regularly; or on a one time basis.
To create a Scheduled Report, head into your Scheduled Reports area from your Reports tab. [Reports > Scheduled Reports]
When creating a Scheduled Report, an admin needs to fill out some settings which are broken into a few different sections: 

Report Settings
      These settings affect how the Report is delivered, and when it is delivered.


Email Settings
      If you’re sending this Report as an email, these settings will determine who it is sent to, along with any additional body text.


Filter Settings
      These settings are where you’ll refine what users should be included in this report. Drill down into usergroups, profile fields, courses, time spent in course, and more.


For example, an admin can choose to create a report that includes only users from "Atrixware" whose average inside a Course is at least 50%.

Layout Settings
      This section allows the admin to determine what fields should be included in the report, and in what order they should be delivered.


Using these settings, an admin can add and remove fields into the report, then drag and drop the included fields into an order that makes sense for their business.
 
After you’ve created your report, it will now appear on your list of reports along with several tools. These tools allow you to temporarily disable the report, run the report, view how it was created, or remove it entirely.