Saving a Report
The functionality to save a report creates an easier process to track compliance of your staff. Commonly run reports can be saved and accessed with one click once you have logged in to the RLMS.
If you have not already reviewed the training materials on Functions Common to Most Reports and the specific instructions to run the report that you wish to save, please do so before continuing with this article.
Once your report is customized with the filters that you need, you will want to create a dynamic date range (this month, this quarter, year-to-date, etc.) that will update every day rather than a static date range. For example, instead of running a report for 1/1/2015 - 1/31/2015, you will choose a Date Range of "This Month." If you choose "Specify Dates," the report will always run for the dates that you input.
For this article, we will save a Not Completed report for This Month using the Course Completion History Report.
Once your report is customized and your dynamic date range is set, scroll to the top of the page and click "Save My Report"
It will then prompt you to enter a name for your saved report. Enter a name to help you remember what the report shows and click "Save."
Clicking "Save" will run your report.
If you click back on your Reports tab, you will now see your saved report beside the report type that you just accessed.
- To run the report, click on the name of your saved report ("Not Completed for This Month").
- To edit the filters of the report, click the "pencil" icon to the left of the saved report title.
The easiest way to access your saved reports is from the Dashboard page when you first log in to the site. Under Announcements, you will now see a field titled, "My Saved Reports." To run the report, click on the title of your saved report ("Not Completed for This Month"). This will provide you a one-click option to show you the results of the report using the filters that you selected when you saved it.
It is also possible to have your saved reports automatically sent to you via email once a week, or once a month. To learn more about this process, please view our article on Scheduling Automated Reports.
You can also watch a video tutorial on this topic by viewing our Saving and Automating Reports video.
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