Reports are organized by folder. To begin creating reports, Portal Administrators must add at least one folder.
The custom reporting engine provides four types of transcript data: Course, Course Summary, Certification, and Certification Summary. While the tool offers many filter and result criteria tied to user, organization, course, and certification attributes, Report Results will contain either course transcript or certification goal records.
This tool is designed to export raw data from the LMS into file formats that allow you to store and analyze results as desired using external tools, such as Microsoft Excel or Access. It does not provide data analysis or aggregation options within the report setup.
To create a new report, click the +Report button at the top of the page and follow these instructions.
All Portal Administrators in your LMS enjoy full add, edit, copy, and delete rights for all custom reports and folders, even those they did not author. Share reports with other Roles to grant managers the ability to run custom reports, maintain their results repository, and setup a scheduled reports list for automatic execution. Report Folders will only display to users who have access to at least one custom report housed within the folder.
Next to the Folder Name, click the Edit icon to edit the record, or the Delete icon to delete it. NOTE: Deleting a folder permanently deletes all reports within the folder, as well as any online “Report Results” generated from them. If you want to remove a folder, but retain its reports and results, use the “Report Folder” field on the report setup to reassign each report to a different folder. When the folder is empty, it is safe to delete.
Modify a report using the same Edit icon. Note that the Edit Report page provides an audit log at the bottom:
• Created: [Date and Time] Created By: [Username]
• Last Updated: [Date and Time stamp] Last Updated By: [Username]
Make an exact copy of a report using the Clone icon, then use it as a template for a similar report.
Permanently delete a report using the Delete icon. NOTE: Deleting a report will have cascading effects for all users, as both the report and any online “Report Results” generated from it will be permanently erased from the database. Be sure to notify users that they need to export results to preserve data before deletion.
Appendix A: Standard Filters
Appendix B: Advanced Filters
Appendix C: Columns