Scheduling Reports | Group Leaders
Shonta' Lyons
12 steps
2 minutes
Coxcampus
1
After generating a report under the "**Reporting**" tab in the Groups section, click the "**Settings"** icon located in the top-right corner of your screen.
2
Next, select "**Switch to Admin View**" from the drop-down list.
3
The Admin. Dashboard will appear. Click the "**Reports**" Tab.
4
Then, click the "**Settings**" button next to the report you want to schedule.
5
**Optional**: To pin the report to the main Admin. Dashboard select "**Pin**".
6
To schedule the report select, "**Create Schedule**".
7
If additional Cox Campus members need access to the report, click "**Add Recipients**." **Note:** *Recipients without a Cox Campus account **will not** be able to access the report.*
8
Choose how often you want the report to be generated.
9
Click "Create Schedule"
10
**Note:** The report will appear as a "**Repeat**" in the reporting section.
11
If you pinned your report, click the "**Dashboard**" tab.
12
The pinned report will appear beneath the dashboard graph.
Scheduling Reports | Group Leaders
Shonta' Lyons
12 steps
2 minutes
Coxcampus
1
After generating a report under the "**Reporting**" tab in the Groups section, click the "**Settings"** icon located in the top-right corner of your screen.
2
Next, select "**Switch to Admin View**" from the drop-down list.
3
The Admin. Dashboard will appear. Click the "**Reports**" Tab.
4
Then, click the "**Settings**" button next to the report you want to schedule.
5
**Optional**: To pin the report to the main Admin. Dashboard select "**Pin**".
6
To schedule the report select, "**Create Schedule**".
7
If additional Cox Campus members need access to the report, click "**Add Recipients**." **Note:** *Recipients without a Cox Campus account **will not** be able to access the report.*
8
Choose how often you want the report to be generated.
9
Click "Create Schedule"
10
**Note:** The report will appear as a "**Repeat**" in the reporting section.
11
If you pinned your report, click the "**Dashboard**" tab.
12
The pinned report will appear beneath the dashboard graph.
