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Generating Report Automatically on a Scheduled Basis

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• How to generate a report automatically on a Scheduled Basis?

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1. Go to training.itrsgroup.com/#/dashboard

2. Access the Admin Menu: Click “Menu” and select “Admin”.

3. Navigate to Reports: Under “Admin”, go to “Reports” and then “Certificates”.

4. Enabling “Schedule Report Email” and “Share Report”: These options are currently disabled. To enable them, you need to save a report first.

5. Save a Report: Navigate to “Save Report” and click “Create New”. Add a Nickname for your report (e.g., Citi Foundation in Geneos Accreditation Exam Report). Then, click “Create New” again.

As you can see, the two options are now enabled.

6. Scheduled Reports: You can set the frequency, choose recipient email addresses, and the format you’d like.

7. Share Report: There is also an option to share this report with groups.