Save & Schedule Reports

    Save a report you rebuild often, share it with staff, and have it emailed on a daily, weekly or monthly schedule.

    A report in Chart view with the Save, Schedule and Export bar, the Save report dialog, the Saved reports card on the Reports page, and the Schedule delivery dialog

    Save a report

    Set up any report (a pre-built one or Build a report) with the filters, columns and chart view you want, then click Save.

    Give it a Report name.

    Under Sharing, keep Just me or choose Share with staff. Shared reports appear under Saved reports for every staff member allowed to open that kind of report; they can run it and save their own copy, but not change yours.

    Click Save report.

    Note

    Relative ranges such as **Last 30 days** are evaluated again every time the report runs, so a saved report always shows the latest window.

    Save report dialog with the Report name field, the Just me and Share with staff options and the Save report button

    Find and run saved reports

    Saved reports sit in the Saved reports card at the top of the Reports page, with the dataset and whether the report is yours or shared.

    Click a saved report to run it with its saved filters and columns.

    Recently run next to it lists the reports you opened last, and the Reports search box finds saved reports as well as pre-built ones.

    Top of the Reports page with two saved reports in the Saved reports card and the Recently run list next to it

    Schedule email delivery

    Click Schedule on any report. A schedule needs a saved report, so if the report is not saved yet Kmura asks you to name and save it first.

    Choose a Cadence (Daily, Weekly or Monthly), the day, and the Time. Times use your academy's time zone.

    Pick up to 25 Recipients. Only staff of your academy can be chosen, and each one needs permission to open that report.

    Choose the Format: CSV, XLSX or PDF, then click Schedule.

    Note

    Reports that contain personal or financial data, or very large files, are sent as a sign-in link rather than an attachment. The member PIN is never included in a scheduled report.

    Schedule delivery dialog with Cadence set to Weekly, Day of the week, Time, Recipients, the CSV, XLSX and PDF format options and the Schedule button

    Manage saved reports

    Click the ... menu on a saved report to Duplicate it, Schedule it, or Delete it.

    To change a saved report's filters or columns, open it, make the change and click Save again.

    Tip

    Exports over 5,000 rows are prepared in the background and emailed to you as a link. They also appear under **Exports** on the **Reports** page.

    Saved reports card with the menu of one report open, showing Duplicate, Schedule and Delete

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