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Scheduled reports for staff managers

 
Winnie M
Scheduled reports for staff managers
di Winnie M - Wednesday, 26 April 2023, 13:27
 

Hi,

In the email settings of a scheduled report, there's a message that reads "Recipients of this report will be sent the report as YOU see it. If you have access to different data, ensure you are happy for recipients to see what you see." This means, the report data is based on what I can see and not the users that is being sent to."

Is there a way I can configure a generic scheduled report to send out to staff managers that only bring up their team member's certification expiries without having to set it up under their individual logins? 

Thanks,

Winnie

Craig Eves
Re: Scheduled reports for staff managers
di Craig Eves (Totara Support) - Thursday, 27 April 2023, 17:36
Gruppo Totara

Hi Winnie

It is possible to set up a non scheduled report that is limited to the logged in user's direct report and this can be limited under access to the staff manager role. Each manager could then setup whatever schedule they want for this report 


regards