Scheduled Reports

📌 Overview

Scheduled Reports allow you to automatically send a saved report to selected people or teams on a recurring basis. It’s ideal for leaders who need regular insights into completion rates, overdue learning, onboarding progress, or compliance activity, without manually generating a report each time.

This feature builds on SuperPath’s Saved Reports and works similarly to Assign Learning or Schedule Learning, making it familiar and easy to use.

⭐ Why use Scheduled Reports?

Scheduled Reports help you:

• Automate repetitive reporting tasks, saving admin time.
• Keep leaders consistently informed on training activity.
• Support compliance requirements with reliable, repeatable reporting.
• Improve data accuracy, ensuring decisions are based on up-to-date results.
• Secure learner information, with protected access via login-only downloads.

🔐 Security & Access

Report emails do not contain the CSV attachment.

Instead, the email includes a secure link to the report:

• Only the scheduled recipients can access the report.
• If a recipient isn’t logged in, they’ll be prompted to authenticate.
• CSVs are downloaded directly from SuperPath, keeping data protected.

This approach avoids sending sensitive information through email, which is long-lived and insecure.

📥 What you receive

Recipients of a Scheduled Report receive an email at 7am based on the report’s schedule. The email includes:

• Your organisation’s branding
• The report name
• A secure button to view the latest data
• Access to download the report as a CSV

🧭 How to Create a Scheduled Report

1. Go to Saved Reports

1. Navigate to Reports in the SuperPath menu.
2. Select Saved Reports.
3. Choose the saved report you want to schedule.

2. Click “Schedule Report”

You’ll see the new Schedule Report button near your saved report options.

3. Select People or Teams

Choose who should receive the report.

You can select:

• Individual users
• Multiple people
• Entire teams

Tip: Keep distribution lists focused to maintain clarity and minimise noise.

4. Choose a Schedule Frequency

You can send reports:

• Weekly (e.g., every Monday)
• Monthly (e.g., the 1st of each month, or the first Monday)
• Yearly (e.g., on a specific month and day)

The report will run at 7am on the scheduled day.

5. Create the Schedule

Click Create Schedule.

Your schedule will now appear in the list below the report.

🗂️ Managing Existing Schedules

For each Scheduled Report, you can view:

• Who created the schedule
• Frequency (weekly, monthly, yearly)
• Recipient list
• Last sent date

Delete a Schedule

If you no longer want a report to send:

1. Open the saved report
2. Scroll to the list of schedules
3. Click Delete next to the schedule you want to remove

Deleted schedules stop immediately and cannot be recovered.

📄 Downloading the Report

When recipients click the link in their email:

1. SuperPath will open in the browser
2. If they’re not logged in, authentication is required
3. The report will load and show a “Download CSV” option

CSV files can be used in:

• Microsoft Excel
• Google Sheets
• BI tools or dashboards

❓ Need help?

If you’d like support setting up Scheduled Reports or want best-practice tips for reporting, contact our team — we’re here to help!

Updated on: 07/12/2025