How to schedule reports to be sent via email in TalentLMS

TalentLMS allows you to schedule your reports and email them to your preferred recipients automatically.

To set up a scheduled report:

1. Sign in to your TalentLMS account as an Administrator and go to Reports (1).
2. Select the type of report to schedule (i.e., User reports, Course reports, etc.).
3. Open the target report from the list.
4. Click the arrow (2) button next to Export in Excel, and then click Schedule (3).

A Schedule reports drawer will open on the right-hand side of your screen. You have two options:

A. Schedule the report to be sent on a specific day every X weeks
B. Schedule the report to be sent on a specific date every X months

Let’s look at each option.

A. To schedule the report to be sent on a specific day every X weeks:

1. Under the Configuration tab, make sure the cycle is set to weeks (1).
2. Toggle the slider (2) to choose the frequency the report will be sent, e.g., every 3 weeks.

Note: The highest available frequency for scheduled reports is once per week.

3. Use the Specific day drop-down list to choose the day of the week on which the reports will be sent, e.g., Mondays (3).
4. (Optional) Click the Add custom recipients (4) button to define recipients by email address. Separate each email address using the Tab or Enter keys.

If you have a list of email addresses you’d like to paste, click the Edit mode (5) button first and then paste the addresses. A semicolon ( ; ) must separate each email address.

Note: If you don’t add any custom recipients, the report will be automatically configured to be sent to you (the user who scheduled it).

Note: The recipients’ email addresses don’t need to be associated with registered user accounts on your portal. They can also be external email addresses.

5. Once you’re done configuring your settings, click Schedule (6) to schedule your report.

Note: If the day you scheduled your report for has already passed this week, the first report will be sent out with the next cycle in X weeks. If the day you scheduled your first report is the same as today, the report will be sent out with the next cycle as well.

B. To schedule the report to be sent on a specific date every X months:

1. Under the Configuration tab, set the cycle to months (1).
2. Toggle the slider (2) to choose the frequency the report will be sent, e.g., every 6 months.
3. Use the On day (3) drop-down list to choose the day in the month on which the reports will be sent, e.g., the 1st of each month.

4. (Optional) Click the Add custom recipients (4) button to define recipients by email address. Separate each email address using the Tab or Enter keys.

If you have a list of email addresses you’d like to paste, click the Edit mode (5) button first and then paste the addresses. A semicolon ( ; ) must separate each email address.

Note: If you don’t add any custom recipients, the report will be automatically configured to be sent to you (the user who scheduled it).

Note: The recipients’ email addresses don’t need to be associated with registered user accounts on your portal. They can also be external email addresses.

5. Once you’ve configured your settings, click Schedule (6) to schedule your report.

Notes:

If the day of the month you’ve scheduled your report for has already passed this month, the first report will be sent out with the next cycle in X months.
If the report needs to be sent out on the last day of each month, e.g., the 31st, and one or more months have fewer days, it will be sent out on the last day of the month, e.g., the 30th.
If the day you’ve scheduled your first monthly report is the same as today, it will arrive during that day.

From now on, when you click the arrow (1) button next to Export in Excel for this report, you will see the next date your upcoming scheduled report is expected to go out, along with how often it’s scheduled to be sent (2).