Ctrlk
For the complete documentation index, see llms.txt. This page is also available as Markdown.

Organization Report

Organization Report

Schedule Organization Report

Organization reports can be scheduled to be generated and optionally emailed to users on a regular basis

  • Navigate to Schedules -> Schedules

  • Click on Configure Schedule and select Reporting job type

  • Select Organization Report type and specify a name for the report

  • Select the required Organizations for which the report has to be generated

  • Select the report format. Possible options - Full Report or Executive Summary

  • Optional - Email IDs to which the report has to be sent across

  • Select the schedule at which the report should be generated and shared across

Download Scheduled Reports

Generated reports can be download -

  1. From Job Schedules

    1. Click on the View Job Executions action item to view the reports generated.

    2. Click on Download Report action item to download the generated report.

  2. From Report Exports

    • Navigate to Reporting -> Report Exports

    • Search for the required report and click on Download Report action item to download the generated report.

Generate Individual Organization Report

  • Navigate to Organizations -> My Organizations

  • Click on Report Downloads action item.

  • Click on Schedule Report action item to schedule the report generation for the organization.

  • Download Report action item will be enable once the report is generated

See Also

Last updated

Was this helpful?