Saved Reports

Saved Reports lets you store your favourite report configurations and access them instantly—no need to set up filters from scratch each time. You can also schedule reports to be delivered automatically, keeping stakeholders informed without manual effort.

Overview

The Saved Reports feature transforms how you work with data in Learn Amp. Instead of recreating the same filtered views repeatedly, you can save them once and return whenever you need them. Even better, you can schedule reports to run automatically and share them with colleagues.

Why It Matters

• Save time – Stop rebuilding the same report configurations

• Stay consistent – Use the same filters every time for accurate comparisons

• Automate delivery – Schedule reports to land in inboxes without lifting a finger

• Collaborate easily – Share reports with colleagues who have appropriate permissions

Functionality Breakdown

Key Components

Saved Report Types

You can save reports from various reporting tools:

Report Visibility Options

When saving a report, you choose who can access it:

• Just Me – Only you can see and run this saved report

• Everyone with Permissions – Anyone with access to the underlying report type can see it

Scheduling Options

Automated reports can be scheduled at these intervals:

Pre-requisites

Role Requirements

The following roles can access Saved Reports:

• Owner – Full access to create, view, and manage all saved reports

• Admin – Full access to create, view, and manage all saved reports

• HR – Can create and manage their own saved reports

• Reporter – Can create and manage their own saved reports

• Learning Designer – Can create and manage their own saved reports

• Curator – Can create and manage their own saved reports (if reporting permissions enabled)

• Manager – Can create and manage saved reports within their team scope

Package Requirements

Saved Reports functionality is included with the standard reporting package. No additional features are required.

Quick-Start Guide

Creating a Saved Report

Step 1: Navigate to a Report

From the sidebar, click Reporting, then select any report tile (e.g., Activity, Tasks, People).

Step 2: Configure Your Filters

Apply the filters you want to save. For example:

• Select specific teams or groups

• Choose date ranges

• Filter by content type or completion status

Step 3: Save the Report

1. Click the Save Report button (usually found near the filter controls)

2. Enter a descriptive name for your report

3. Choose visibility: Just Me or Everyone with Permissions

4. Click Save

Accessing Saved Reports

Step 1: Navigate to Saved Reports

From the sidebar, click Reporting, then select the Saved Reports tile.

Step 2: Find Your Report

Browse or search through your saved reports. You'll see:

• Report name

• When it was created

• Who created it

• Visibility setting

Step 3: Run the Report

Click on any saved report to open it with all your filters pre-applied.

Scheduling a Report

Step 1: Open a Saved Report

Navigate to Saved Reports and click on the report you want to schedule.

Step 2: Set Up the Schedule

1. Click Schedule or the scheduling icon

2. Choose your frequency (daily, weekly, monthly, quarterly)

3. Select delivery time and day (if applicable)

4. Add email recipients

5. Click Save Schedule

Step 3: Confirm the Schedule

Your scheduled report will now run automatically. You'll see a schedule indicator next to the report name.

Frequently Asked Questions (FAQs)

Q: Can I edit a saved report's filters?
A: Yes. Open the saved report, adjust your filters, then save it again with the same name to overwrite, or save with a new name to create a copy.

Q: Who receives scheduled reports?
A: Recipients you specify when setting up the schedule. They must have permission to view the underlying report type.

Q: Can I delete a saved report?
A: Yes. Navigate to Saved Reports, find the report, and use the delete option. This also removes any associated schedules.

Q: What format are scheduled reports delivered in?
A: Scheduled reports are typically delivered as CSV files attached to an email summary.

Q: Can I pause a scheduled report without deleting it?
A: Yes. Edit the schedule and toggle it off, or set the schedule to inactive.

Q: Why can't I see a colleague's saved report?
A: They may have saved it as "Just Me". Ask them to update the visibility to "Everyone with Permissions" if appropriate.

Troubleshooting

Last Reviewed: November 2025