Saving and Scheduling Reports

Save your People Log filter configurations as reports to access them quickly in the future. Share them with colleagues or schedule them to run automatically – it's all about making your reporting workflow smoother.

Overview

Saved Reports let you:

• Store filter configurations – Save complex filters without rebuilding them each time

• Share with others – Make reports visible to other administrators

• Quick access – Load saved reports with a single click

• Consistent tracking – Run the same report regularly for trend analysis

• Schedule automatic delivery – Have a report emailed on a recurring cycle to the people who need it

Pre-requisites

Role Requirements

To save and manage reports, you need one of these roles:

• Owner – Can create, view, and manage all reports

• Admin – Can create, view, and manage all reports

• HR – Can create, view, and manage all reports

• Reporter – Can create and view reports

💡 Tip: Managers can view reports shared with them, but cannot create company-wide reports.

Quick-Start Guide

Saving a Report

Step 1: Configure Your Filters

Set up your People Log with the filters you want to save. Make sure you're happy with the results before saving.

Step 2: Open the Save Dialog

Click Actions in the toolbar, then select Save Report.

Step 3: Name Your Report

Give your report a clear, descriptive name. Good naming helps you (and others) find it later:

• ✅ "Sales Team - Q4 Compliance Status"

• ✅ "New Starters - First 30 Days Progress"

• ❌ "Report 1"

Step 4: Set Visibility

Choose who can see this report:

• Only me – Private to your account

• Everyone – Visible to all users with reporting access

Step 5: Configure Date Range (Optional)

Set how the report handles dates:

• Rolling range – e.g., "Last 7 days" updates automatically

• Fixed range – Specific dates that don't change

• Custom – Set your own start and end dates

Step 6: Save

Click Save to store your report.

Loading a Saved Report

Step 1: Navigate to People Log

From the left-hand sidebar, click Reporting, then select People Log.

Step 2: Open the Reports List

Click the Reports dropdown in the filter panel.

Step 3: Select Your Report

Click on the report you want to load. Your filters will be applied automatically.

Scheduling a Report

Once a report is saved, you can have it emailed automatically on a recurring schedule.

Step 1: Open the schedule options

Go to Reporting → Saved Reports, find your report, click the three dots (⋮) on its row, and select Send report via email.

Step 2: Choose how it sends

In the Send report via email pop-up, under Send..., choose:

• One-off (immediately) – sends the report once, straight away

• On a cycle – sends the report on a repeating schedule

Step 3: Set the frequency (cycle only)

Under How regularly?, choose Daily, Weekly, Monthly or Every 3 months, then set the Next send date to control when the first send goes out.

Step 4: Choose the recipients

Under Mail to, select who receives the report:

• All permitted users

• Selected roles

• Selected users

• All except selected users

Use the search box to add specific individuals where needed.

💡 Note: Only Admins, Reporters and Managers (about their direct reports) can view the report, so recipients outside these roles won't be able to open it.

Step 5: Save

Click Save. The report will now be emailed on the schedule you've set.

⚠️ Important — what the scheduled email contains: Scheduled report emails link recipients to the report inside Learn Amp. They do not include a CSV attachment, and scheduled sends do not create an entry in Reporting → CSV Exports. To download a CSV file, open the report and use the Export CSV button – this generates the file on demand and adds it to Reporting → CSV Exports. There is currently no option to attach a CSV to a scheduled email automatically.

Functionality Breakdown

Report Settings

When saving a report, you can configure:

Date Range Options

Rolling Ranges – These update automatically:

• Last 7 days

• Last 30 days

• Last 90 days

• Last 12 months

Fixed Ranges – These stay constant:

• This week

• This month

• This quarter

• This year

Custom – Specify exact start and end dates.

💡 Tip: Use rolling ranges for regular monitoring (e.g., "new starters this month"). Use fixed ranges for historical analysis (e.g., "Q3 2024 training completion").

Report Visibility

Managing Saved Reports

Editing a Report

1. Load the report you want to edit

2. Make changes to filters or settings

3. Click Actions > Save Report

4. Choose to update the existing report or save as new

Deleting a Report

1. Navigate to Reporting > Saved Reports

2. Find the report you want to delete

3. Click the delete icon

4. Confirm deletion

⚠️ Warning: Deleted reports cannot be recovered. Make sure you no longer need the report before deleting.

Best Practices

Naming Conventions

Adopt a consistent naming pattern for easy discovery:

• Include the scope (team, department, or company-wide)

• Include the purpose (compliance, progress, onboarding)

• Include the time frame if relevant

Examples:

• "Engineering - Quarterly Skills Review"

• "All Staff - Annual Compliance Check"

• "Customer Success - New Starter Onboarding"

Report Organisation

• Create separate reports for different purposes rather than one catch-all report

• Use clear visibility settings – don't share work-in-progress reports

• Review and clean up old reports periodically

Frequently Asked Questions (FAQs)

Q: Can I share a report with specific people rather than everyone?
A: Report visibility is either private (only you) or shared (everyone with reporting access). For scheduled delivery to specific people, use Send report via email and choose Selected users under Mail to.

Q: What happens to my saved reports if my role changes?
A: Your private reports remain accessible to you. Shared reports remain visible to others with appropriate permissions.

Q: Can I duplicate a report?
A: Yes. Load the report, make any changes you need, then save with a new name.

Q: How many reports can I save?
A: There's no limit to the number of saved reports.

Q: Can I have the scheduled report emailed as a CSV attachment?
A: Not currently. Scheduled emails link recipients to the report in Learn Amp rather than attaching a CSV. To get a CSV file, open the report and use Export CSV. If automated CSV delivery would be useful for you, please submit it as a feature request through our customer portal so our product team can consider it.

Troubleshooting

Last Reviewed: July 2026