Saved and Scheduled Reports in the BizLMS make it easy to stay on top of your training data without starting from scratch each time. You can save your favorite report configurations including filters, date ranges, and columns so you can quickly run them again whenever you need updated results.

With scheduling, you can automatically email reports to yourself or other stakeholders on a recurring basis (daily, weekly, monthly). This helps managers and admins keep an eye on completions, overdue training, and key metrics without extra manual effort.

Please note, administrators with scheduled reports will only receive one Reports Digest email each day. Within this email are links to each of the scheduled reports. 

To save and schedule reports:

1. From the main menu, select Administration.
2. Select the Reports from the admin menu.
3. Determine which report you'd like to pull and apply filters as needed.
4. Select Save Report and give the reporting a Title that is easy to identify.
5. Navigate to Saved Reports and locate the applicable report.
6. Select the Calendar Icon and set your Recurring Pattern.