Scheduling Reports

Running the same reports all the time?

Did you know you can save and set up scheduled reports with Altora?

You can currently save a report within Altora, as well as set up reports to run at regular daily, weekly or monthly intervals. A nominated email address will be sent a copy of this report or you can export it to CSV format at any time from within your admin dashboard.

To see how you can set up this feature, follow the steps below.

Where to access it. 1) Click on the Reports tab to the left side of your administrator dashboard and click ‘Try our new reports!’

2) Depending on your needs, select ‘Status Report’ to see the current status of particular tasks for a group of users (i.e. completed, expired, due for renewal, incomplete) or choose ‘Expiry Report’ to focus on tasks that are about to expire.

3) Select the parameters you require for your report (e.g. tasks to be included)
and click ‘Generate Report’ when ready.

4) With your report now onscreen, click ‘Save Report Shortcut’:

5) Provide a name for your report and click ‘Save’:

6) Your report will now appear in a list of saved reports to the right of the page:

7) To schedule a report, click ‘View Saved Reports’, click ‘Schedule Report’ and then the blue ‘+ Schedule a Report’ button to the top right:

8) Choose the report you wish to schedule, how often you would like it to run (daily, weekly or monthly), input the destination email address and click ‘Save’: Congrats, you just set your first scheduled report.