TalentLMS lets you automatically send weekly or monthly scheduled reports to your preferred recipients.
To manage your scheduled reports:
1. Sign in to your TalentLMS account as an Administrator and go to Reports (1).
2. On the portal Overview tab, click the drop-down symbol next to the Training progress button (2).
| Note: You can perform the same steps from any report page. If you’re on a report page other than the default portal overview, the Training progress button is replaced by the Export in Excel button. |
3. From the drop-down list, choose Schedule (3) or click the existing scheduled report.
| Note: If a report has already been scheduled, the date of the next scheduled email (i.e., Next run [date] (every X weeks or months)) is displayed in place of the Schedule option. |
4. In the following drawer, go to the All scheduled reports (4) tab.
Here you can see all your scheduled reports by Name (5), Type (6), and Date of the Next run (7).
From this view, you can:
- Search (1) for a specific scheduled report.
- Select the bin icon to delete (2) a scheduled report.
| Note: Deleting a scheduled report is an action that cannot be undone. |
- Click the download symbol (3) to export the list of your scheduled reports in a CSV file.