Ask LISA 2.0: Exporting, Sharing, and Bookmarking - Moodle LMS

Meet LISA 2.0 [beta]! Short for Learning Intelligence Search Automation, LISA is your A.I. natural language search tool for your LMS data.  Powered inside, LISA returns your search queries as a data table and suggests existing reports. 


Before you get started... 

  • LISA functionality begins with a Level 5 IntelliBoard subscription; please review features and subscription plans here. 
  • LISA is utilized inside; accessible from the bottom right corner or your Navigation column.
  • LISA will suggest reports based of your query. See suggested reports at the bottom of your results.
  • SubAccount/IB user access is determined by the IntelliBoard Admin (main subscriber).  IntelliBoard Admins may manage LISA access through Permit in either the Organizational Role or SubAccount/IB user under Advanced Settings. 

An automated, step-by-step guide can be found inside Click "Self Help" (orange button) from your Homepage and then click "Searching with LISA [LISA]".


Click on Export and download your LISA results in an Excel, PDF or CSV file. 

Clicking Print will produce a print-friendly page.


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Step 1  Add the recipient's email
Step 2  Edit Subject line, if necessary
Step 3  Select Attachment type: XLS, CSV, or PDF
Step 4  Create and format the Message which will appear as the email body
Step 5  Send Email (or Cancel or go back to the repot from the top right hand corner)




1 - Email 

Type the email address(es) of the recipient(s).  Multiple emails may be added by adding a space or comma; add an enter to move on to the next step.

2 - Subject

Edit Subject line, if necessary.

3 - Name

Select the name for your notification.

4 - Status

Status relates to whether or not the Schedule Report is active (sending the report) or inactive (not sending the report).

5 - Notification Expiration Date

Set the Notification Expiration Date. This serves as an "Expiration Date" for the Active Period.  For example, you may want the Active Status Period to turn off at a holiday break, the end of Fall Semester, or the end of Q4.

6 - Attachment

Select Attachment type: XLS, CSV, or PDF.

7 - Frequency

Select how often you'd like the email to be sent.

8 - Message

Create and format the Message which will appear as the email body.

9 - SAVE

Save Scheduled Report (or Cancel).




Clicking "Bookmark" will allow you to edit the name of the report.  Clicking "Save" will add the report to "Bookmark(s)" in IntelliBoard's Navigation Bar. 



You can also Email, Bookmark or Schedule from within Personalize LISA Results.  The process for each remains the same as outlined above.


For additional assistance, please email

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