How do I set up a scheduled report?

Description

I want to have a report come to member of my team each day / week / month so that I do not have to always go in and pull it.

Solution

Staff members can utilize the scheduled reporting feature to have any of the hundreds of ELV reports come to them on a time interval basis of their choosing.

Solution 1

1. Log into Alliance CORE (https://elv.earlylearningventures.org/elv/login)
2. On the left-hand side of the screen, click on Reports for the dropdown menu
3. Click on Scheduled Reporting
4. If you would like to add a new scheduled report, select Add at the bottom of the page
5. Select the report you would like to come to you on an interval by choosing Report Title
   • Report Filter: When you select your report, you will see that a new section at the bottom called report filter will appear.
   • Example: when using the Child Immunizations Due/Overdue report, you can choose for only children with a specific status (Active, Inactive, Wait List, All) to appear on the report.
6. Select the Report Output Format
   • Options: Adobe PDF, Microsoft Word, Microsoft Excel, RTF, CSV, HTML, or Open Office
7. Select a staff member from Requested by User – this determines which email the report will be sent to on your selected interval
8. Select the Run Interval to choose how often you want this report to be sent to the selected staff member
   • Options: Daily, Weekdays, each specific weekday, the start or end of the month, the start or end of a quarter
9. Select the Run Hour – this is what time of day on the selected interval that the report will be sent to your email
10. Select Save. Congratulations, you set up a scheduled report!

How do I set up a scheduled report