---
title: "Scheduling a Report"
slug: "scheduling-a-report"
updated: 2022-05-02T15:43:06Z
published: 2022-05-02T15:43:06Z
canonical: "support.smarteru.com/scheduling-a-report"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.smarteru.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduling a Report

- The report scheduling functionality runs the last saved version of the report. If you edit your report, be sure to save it prior to scheduling.
- If your [Enrollment Report](/v1/docs/enrollment-report) or [Learning Plan Report](/v1/docs/learning-plan-report) uses a [date filter option other than Date Range](/v1/docs/reports-date-filters)*,* the date used will be relative to when the report is run. For example, if your date filter on completed courses is *Today* and you schedule the report to run on the 1st of the month, the report will include those courses that have a completed date equal to the date the report is run (i.e., February 1, 2018; March 1, 2018; etc...).

To schedule a report:

1. From the Admin menu, select **Reports Admin**.
2. Select **Scheduled Reporting**. The [Scheduled Reporting Dashboard](/v1/docs/scheduled-reporting-dashboard) displays.
3. Click **Scheduled Report**.

![](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/scheduling-a-report-image-tjp323r9.png)

You may also schedule a report by clicking ![](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/scheduling-a-report-image-bcikw1hw.png)or ![](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/scheduling-a-report-image-dseza68h.png)after running an Enrollment Report or Learning Plan Report.

A new tab displays the Add/Edit Scheduled Report workscreen.

![](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/scheduling-a-report-image-16icncmp.png)

1. Complete the following accordions for the scheduled report:

- [Main](/v1/docs/scheduled-report-main)
- [Scheduling](/v1/docs/scheduled-report-scheduling)
- [Notifications](/v1/docs/scheduled-report-notifications)

1. Click **Save**.

## Related

- [Enrollment Report](/enrollment-report.md)
- [Learning Plan Report](/learning-plan-report.md)
- [Removing a Scheduled Report](/removing-a-scheduled-report.md)
- [Scheduled Report: Main](/scheduled-report-main.md)
- [Scheduled Report: Notifications](/scheduled-report-notifications.md)
- [Scheduled Report: Scheduling](/scheduled-report-scheduling.md)
- [Scheduled Reporting Dashboard](/scheduled-reporting-dashboard.md)
- [Settings: Scheduled Reports](/settings-scheduled-reports.md)