Note: This feature is only available with a license of Qwickly Attendance Pro.
Users may find themselves running some reports more frequently than others. Qwickly Attendance Pro provides an easy option to favorite these reports so they can be accessed and run easier.
What reports can be favorited?
- Reports available in the "Student Reporting" and "Course Reporting" buckets can be favorited
- Reports that were run for a particular reporting semester can be favorited (reports run with a custom time span will not have an option to favorite)
How do I favorite a report?
- To begin, you would run any report you would like from the "Student Reporting" or "Course Reporting" buckets.
- For this example, a Course Sessions Report is being run (Course Reporting > All Courses > Session Information, with a reporting semester selected for time. Example screenshot below)
- Click on "View Report". This should bring up your report on screen, with an option to "Save as Favorite" (example screenshot below)
What can I do with a report once it's been favorited?
- You can run a favorited report quickly from a single location (since the report parameters have already been selected, you can click "run report" to run the report with its selected parameters)
- You can send a favorited report to an email address as a .csv file
- You can schedule a favorited report to be sent to an email address at certain intervals
Sharing Favorite reports
Users can share favorited reports with multiple users by using the "+" icon to add an email address. To remove an email, use the trash can icon.
Scheduling Favorite reports
Users can set up favorite reports to be sent to an email address (or multiple email addresses) on certain schedules. The user will have to define the following parameters:
- A start and end date for the scheduled report
- Whether they want to send it weekly on a certain day, or monthly on a certain date
- The time of day that the report will be sent (defined in UTC)
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