Scheduled Reports. One place or any place to see them?

I am really interested in this….we are tracking them in Asana when people request them, but I haven’t seen how to determine what is being sent other than maybe looking at the email report? 

@LisaRollins Got word from Support that this would be called a report manager/schedule manager and it would be an Enhancement  Request.  Currently there is no method if I got hit by a bus, to tell which reports are going to whom and what report is used under what configuration.

Hmm...that is a bummer. I will put in an enhancement request for this too. I also put in a request for a report on the emails going out. I would like to ensure that they are being sent and delivered. 

@LisaRollins  - you mentioned an email report - can you tell me more about that? or where I can find that? Thanks!

@juliefiretech When you go to your Reporting Hub and click into Library, there is an Email Activity Details report. 

@juliefiretech I am there now and can’t make much use or sense out of the Category which is closest to report name.  I have people in there getting reports I can’t find that I never set up. I don’t know what a “Campaign” email is for instance.  That tells me little.  I do have 20 other admins that I cannot put into roles because we didn’t know to include that in our SSO.  So all 20 are master admins.  Any thoughts on what Campaign means.

@juliefiretech the best I can figure is to open any/all reports> Go to send schedule options and you can see the count and who is scheduled but there is no central location for scheduled reports.  You have to know the report.  It appears that Campaign is something other than a report but the email data does not tell you the NAME of the report.

Campaign would be some kind of learner notification...like an automated email campaign that is triggered by a learner’s action in the platform. 

@LisaRollins ….and not set up by me and a GREAT reason to use ROLES.  Who knows what that is.  It could be a coupon, or really anything.  We don’t use much system messaging that I KNOW of.  Who knows what others have set up.  Thanks.

TI also sends out some campaigns like when a user registers, so it could just be some standard ones as part of the product. We do use learner notifications (premium product) and those are set up in there and I can see what Learner Notifications we have set up as an organization. Instructors could have them set up or use them for courses if they have that access. 

@LisaRollins @czimmerman - Thank you! this is a helpful report to at least know when our learners are getting Ti emails, but I can’t make any sense of the messages - it’s just a bunch of garble for me. Even though the header note on that report tells us that we’re seeing the “message itself”:

I think message in this case means the email server message, not the actual text of the email itself. 

Just wanted to add that there is now an idea in the Community to view all scheduled reports (not just the ones you create). View and vote up the idea at this link.

Each manager can view the schedules they have created by going to a specific report. There are instructions to view and edit scheduled reports in this support article. 

 

@LisaRollins @juliefiretech I hope this helps on what is a campaign email.  Extremely broad category.

In Thought Industries, a "campaign" typically involves automated, rule-based communications that are triggered by specific events or user actions within the platform. These actions may include:

1. User Enrollment or Registration: Campaigns can be set up to send emails or notifications when a user enrolls in a course, program, or learning path.

2. Course or Lesson Completion: Triggering communications when a user completes a course or a specific lesson/module within a course.

3. Assessment Results: Sending notifications based on assessment results, such as passing or failing a quiz or test.

4. Inactivity or Engagement: Campaigns can be designed to re-engage users who have not logged in or interacted with the platform for a certain period, encouraging them to return and continue their learning.

5. Event Reminders: Sending reminders for upcoming webinars, live sessions, or other scheduled events.

6. Certification and Badge Notifications: Informing users when they have earned a certification or badge upon meeting specific criteria.

@Thought Industries This is also a suggestion in these other two threads as well, so there are way more upvotes on this issue. Someone posted that these got combined and the votes were transferred, but I don’t see that that is the case. 

It continues to be a pain point for all of us. Where is this on the roadmap to be fixed? 

@jeannehurtz FYI
 

Hi there! Thank you for providing the links to the other similar ideas. I’ve merged the idea I originally linked into the idea with the most votes, which is at this link.

It added two votes to the idea! Although this is an area of interest, this is not currently on our short term road map. We will make sure to continue to voice this as a request to our teams on your behalf.