Export, schedule, and share reports

Reports can be distributed as one-time exports or recurring deliveries.

Export a report

1. Open and filter the report.

2. Select Run report when available.

3. Confirm the period, filters, columns, and updated time.

4. Select Export or Export CSV.

5. Open the downloaded file and verify that it contains the intended rows and columns.

Treat exported learner information according to your organization's privacy and retention policy.

Schedule a report

1. Open the report you want to automate.

2. Apply the required filters.

3. Select Schedule or Schedule a report.

4. Configure the available delivery frequency, recipients, and format.

5. Review the schedule before saving it.

Use Scheduled deliveries on the Overview to monitor recurring report snapshots.

Share a report

1. Open the report and select Share.

2. Choose the available recipient or access option.

3. Confirm that the recipient is authorized to view the included data.

4. Complete the share action.

Before distributing a report

• Remove unnecessary learner fields.

• Confirm filters and the reporting period.

• Explain unfamiliar metrics or statuses.

• Avoid sending multiple conflicting versions.

• Set a review date for recurring deliveries.

Verification notes

• Confirm supported export formats, scheduling frequencies, delivery recipients, permission behavior, and link expiration in the live dialogs.