Need Student Data? Set it and Forget it with Scheduled Reports

TECH TALK SESSION

Getting data out of Accudemia using our reports feature is easy enough, but it can be made even easier with the reports scheduler, which is especially handy if you have information you’ll need to pull on a regular basis. Support Specialist Nick Armstrong talked about the advantages and best practices of the reports scheduling feature during a recent Accudemia Tech Talk. If you want to see this process in action, watch the recording here, or read on for a summary!

Almost all reports can be scheduled in Accudemia, meaning that instead of pulling them manually, you can schedule them to run and be emailed to you or another stakeholder at a predetermined time. This is accomplished in four simple steps:

• Choose your report. There are so many reports available to you as a user of Accudemia. These include a report showing all Tutoring Assessments for a given day, a list of scheduled appointments, and a report to show an instructor which of their students visited your center. All reports can be filtered in multiple ways, and pulled into multiple formats.
• Run a test report. It’s always a good idea to run the report manually at least once before scheduling it, to make sure it contains all of the data you want and is in the format that you expect. You may consider trying a few different reports before selecting which one to schedule, to see if you or your stakeholders like other report options better.
• Document the options that you’ve selected. Once you’ve decided which report you want to one and which options or filters you will need, you’ll want to make sure you can recreate the report if you ever need to change or re-run the schedule. We recommend documenting the name of the report and the filter in a safe place.
• Schedule the Report. Our reports scheduling tool will walk you easily through the process of scheduling your report, which will allow you to select the filters, the frequency the report will run on, and to whom the report will be sent.

After a report is scheduled, you can click on Reports from the main Accudemia menu and view all your scheduled reports at any time.

Scheduled reports are a really handy feature of Accudemia, and we hope this post encourages you to take advantage if you are not doing so already! If you have any questions, contact Support, and we hope to see you at the next Accudemia Tech Talk.

Join us next time!
Engineerica Systems is pleased to present our Tech Tip segment recap for 5/3/2022 for the weekly Accudemia sessions. Held every Tuesday at 1 pm EST, Accudemia clients can join a session to learn about a quick, useful topic from one of our Support Specialists. Each week, we’ll follow up Tech Tip Tuesday with a blog recapping that week’s topic. If you’re an Accudemia client and would like to join us for the next session, just visit https://www.engineerica.com/accudemia-weekly-sessions/.