Send a reminder to learners with overdue learning

You can email everyone whose learning is overdue straight from the Report Builder, once or on a repeating schedule.

Instructions

1. Go to Report Builder › Legacy Reporting and choose the Learning Resources tab.
2. Choose a view, such as Learning Performance.
3. Set Status to Not Attempted and In Progress (untick Completed). Set Expected Completion Date to a period that has already passed, such as Last Month, or Custom ending today. Add any other filters, such as Department or Group.
4. Press Email. Fill in the Subject and Message.
5. To keep reminding them, choose how often to resend it in Doesn't repeat. To send more urgent emails to people who stay overdue, tick Enable Escalating Campaign.
6. Press Send.

The email goes to every user listed in the report. You can also copy it to their managers. Saved and repeating emails are listed under Saved Reports/Emails.