Setting up scheduled reports allows you to stay informed without manually pulling data every day. This guide will help you automate your reporting for Hall Pass, Behavior, and Check In modules so you can monitor campus progress directly from your inbox. By following these steps, you can ensure key stakeholders receive the information they need exactly when they need it.

Permission Level Required: Owner | Manager

Create your Scheduled Report

You can schedule reports to save time and ensure consistent data monitoring across different campus modules.

Step-by-step Guide to Creating a Scheduled Report

Open the Settings option from your main dashboard.
Select the Scheduled Reports tab.
Click the Schedule a Report button to open the configuration menu.
- Alternative Path: You can also click Schedule a Report directly from the individual Reports page within any specific module, with the exception of Points.
Enter a unique name in the Report Name field to easily identify it.
Select your desired report from the Report Type dropdown menu.
Choose how often you want to receive the data by selecting Daily or Weekly in the Frequency section.
Pick a specific Time for the report to be generated and sent.
Choose your Delivery Method:
- a. Email: Enter an existing Minga user's email address.
- b. SFTP: Select this to send data to a secure server.
Click Create to finalize and start your scheduled report.

Pro Tip: Talk to your IT department if you plan to use the SFTP option, as they will need to provide the specific server credentials.

Manage and Download Scheduled Reports

You can view, edit, or manually download your automated reports within the management dashboard to keep track of your sent data.

Step-by-step Guide to Editing Scheduled Reports

Navigate to Settings from the main menu.
Under the heading Reports created, select the scheduled report to edit.
Click on the blue edit pencil under the Edit column.
Edit the desired details and select Save.
To delete the scheduled report, select Delete.

Pro Tip: If you would like to keep the Scheduled Report, but do not need it to be sent frequently (over summer break, for example), you can toggle the Active toggle to OFF.

Step-by-step Guide to Downloading Scheduled Reports

Navigate to the Settings section from the main menu.
Click on the Scheduled Reports tab.
Scroll until you find the Reports history heading.
Locate the specific report you wish to access from the list.
Click the Down Arrow icon next to the report name to download the file directly to your device.

Note: The Reports history will show a log of all exported reports for the past 30 days.

FAQs

Which modules support scheduled reports?

Scheduled reports are currently available for the Hall Pass, Behavior, and Check In modules.

Can I send a report to an external email address?

You can only send reports via email to addresses that already exist in the Minga system. If you need to send it to a new person, they must first be added as a user.

How do I set up the SFTP delivery option?

To set up SFTP delivery, you should reach out to your school's IT department to coordinate the connection between Minga and your secure server.

Does Minga have an internal SFTP server that we can connect to in order to pull reports?

No, Minga can only send reports to SFTP servers at this time.

Troubleshooting

Problem: I am not receiving my scheduled email reports.

Solution: If you are not receiving your reports, first verify that the email address is correctly spelled and exists in the Minga Manager user list. Additionally, check your spam folder or contact your IT department to ensure Minga automated emails are not being blocked by a school firewall.

Problem: The "Schedule a Report" button is missing.

Solution: If you cannot see the option to schedule a report, please verify with your Account Owner that you have Minga Manager permissions, as this feature is restricted to specific administrative roles.

Problem: The report is blank or not showing all the data it should.

Solution: Double-check when the report is set to run. Scheduled reports take data from the day it is scheduled, so if your report is set to be delivered at 6 am, it will return data until 6am that day.