Schedule, Edit, and Delete Custom Reports

You can manage custom reports using the Actions menu in the Custom Reports list.

• Schedule – Automates report generation at predefined intervals, such as daily, weekly, or monthly.
• Edit – Allows you to modify report details and configuration settings.
• Delete – Permanently removes unwanted or outdated reports.

Schedule a Custom Report

1. In the Custom Reports list, click the three-dot menu under the Actions column.
2. Select Schedule.
3. The page opens the Scheduling tab.
4. Enable the Enable Scheduling checkbox.
5. Configure the scheduling settings:

   Setting	Description
   Time Frame	Select the scheduling frequency: Days, Weeks, or Months.
   Email Address	Specify the recipient email address or addresses.
   Every	Set the frequency of report generation.
   Repeat	Specify how often the report repeats within the selected time frame.
   From	Set the start date for the schedule.
   To	Set the end date for the schedule.

6. Click Schedule to save and activate the schedule.

A success message confirms that the report has been saved. The scheduled report remains available in the Custom Reports list.

Edit a Custom Report

1. In the Custom Reports list, click the three-dot menu under the Actions column.
2. Select Edit.
3. The page opens the Details tab.
4. Review or update the following fields:

   Field	Description
   Name	Specifies the report title.
   Description	Provides a summary of the report's purpose and contents.
   Data Source	Specifies the source of the report data, including progress details for the selected users and courses.

5. Click Continue to proceed to the next tab and update the remaining report settings as required.

Delete a Custom Report

1. In the Custom Reports list, click the three-dot menu under the Actions column.
2. Select Delete.
3. In the confirmation pop-up, click Yes to confirm the deletion.

The report is removed from the Custom Reports list.

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