Organization Manager - Schedule Reports

NOTE: This article is available for download (see the attached PDF file at the bottom of the page).

Summary

This job aid provides an organization manager with the steps to schedule a report and receive the report automatically in their inbox.

Note: If you do not see the “Admin” tab and you are assigned as an organization manager, email support@livingworks.net

Steps

       https://learn.livingworks.net

         2. Navigate to Admin > Analytics: view the list of reports.

Choose the report you’d like to schedule and click “Schedule”.

IMPORTANT:  For privacy considerations, reports containing personal identifiable information should not be emailed using the scheduling feature.

lick “ADD NEW SCHEDULE”.

IMPORTANT: The fields with asterisks are mandatory.

Name: Type the name of this report. For example Order/Promotion Code Completion Status.

The fields required for Monthly reports are marked by an asterisk. Choose your preferences and click “Schedule”.