Saved and Scheduled Reports

Owned by Bulldog Connect
Last updated: Oct 17, 2024
3 min read

Saving a Report

Saved Reports give Bulldog Connect staff users the ability to save student and activity filters for a particular report to which they have access, much like a Saved Search. This allows users to re-run the search quickly and efficiently without having to reselect the filters each time they access the report. Downloaded Reports will continue to be available in the Download Center for 7 days.

Important. Currently, users cannot share Saved Reports with other users.

To save a report, run your report as usual and then click the Save button on the results page. After creating a saved report, the report will appear in the Lists & Searches tab.

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Scheduled Reports

Once you save a report, you can then schedule it to be rerun. This functionality is on the Lists & Searches tab. When you navigate to the Saved Reports table, you can click Configure Schedule to schedule a report.

Reports can be scheduled to be delivered daily, weekly, or monthly. You can only create one schedule per Saved Report; for example, you cannot create a schedule that sends notifications on Monday and Wednesday weekly.

Once a schedule is configured, users will be notified via email when their report is ready to be run or exported.

Retrieving Scheduled Reports

  1. You can click Run Report from the notification email, which opens Bulldog Connect (user must authenticate first) and automatically runs the report with the saved filters. This is best if you want to take action from Bulldog Connect on your report results.

  2. If you select Export to Download Center, you are taken to the Download Center after successfully authenticating with Bulldog Connect. You can then download the report data. This is best if you are looking to do a deeper analysis of the data.

Note. Links within the Scheduled Report email are user-specific, so forwarding a Scheduled report to a colleague will not work.

Lists and Searches

After creating a saved report, the report will appear in the Lists and Searches tab.

When you navigate to the Saved Reports table, you can click Configure Schedule to schedule a report.