Page 31 - Learning and Development SOP Handbook
P. 31
MONTHLY
COMPLIANCE
REPORTS
Go to the Exports tab in the AdminZone
on Axonify
Select the New Export Button at the top
left
Export Screen Step 1: Export Screen Step 2:
Once the export screen is open, name Subscriptions are who you want the
what the report will be called (I called report to be sent to. If you do not select
mine Monthly Compliance), set the anyone, then your report will not go
date range that you would like, the anywhere. Select add users, and select
select the fields that you would like to at least one user from your team to
show up in your report and add them receive the report email.
to the right page, then save.
Export Screen Step 3:
You have two choices to run your
report, you can choose the Run Now
option (circled at the bottom) or you
can go back later to the exports page,
find your report again and select Run
Now like the button seen on the right.
