Reporting Tools

The LMS reporting feature is made available to users based on their assigned Role. A list of standard and custom reports can be made available to managers and training admins who need to export user, transcript, and certification data from the system. To get started, click the Reports link in the left navigation menu of the Classic Home page, or the Reports   icon on the Navigation page.  If you do not see a Reports option, contact your Portal Administrator for assistance. 

REPORT LIST

The Reports page provides access to report lists by folder. Standard LMS Reports, including any data mining reports Latitude built for you, are available in the Classic Reports menu. Custom reports built by your system administrators are found in the separate Reports Folders menu.  

Classic Reports

The Classic Reports menu provides a list of standard LatitudeLearning reports. Find information about the configuration and use of these reports here: Classic Report Descriptions, Criteria, Results 

  1. To run a Classic Report, click a Folder Name and select the desired Report Name.
  2. On the standard report page, apply Filter criteria as needed.
  3. Select the report Delivery Method and Delivery Format.
  4. Click Run Report.

If you selected Delivery Method: Web View, results will be displayed online. Otherwise, the results file will download to your device in the selected delivery format.

Report Folders

The Report Folders menu provides a list of custom folders and reports created by your portal administrator. Click a Folder Name to open the list of reports designed for your training organization and reporting needs. 

  1. To run a custom report, click the Report Name or the Launch icon.



  2. Standard Filters are optional. Use the Add Condition button to apply standard filters that refine results data. To return all entries for a given filter, use the Remove Condition button to delete it from the list.



    •  Filter criteria will vary depending on the type of report being run. There are four report entities to choose from: Course, Certification, Course Summary, and Certification Summary. See  in Appendix A: Standard Filters.
    •  Standard Filters do not allow multiple value selection. Users may only enter one value per filter when running the report.
    •  All standard filters are joined with an implied “AND” operator. Entering conflicting criteria will generate a report listing "No results found."
    – For example, when running a Course report, applying the filters “Course is ExampleA” AND “Course is ExampleB” will generate a report with no results. However, running a report with filters “Organization In Hierarchy Division” and “Position is Teacher” will only return transcripts for users who meet both criteria. If you need more than one value, consider running the report more than once with different values or extract all values and use filters in Excel to fine-tune results.

  3. Click Run to execute the report, or Cancel to return to Report List page. When a report is run, a message displays at top of page: Your report has been queued. You will receive an email when it has been processed and is ready.

Scheduled Reports

Configure your custom Report List with standard filters, then schedule reports for automated execution on a monthly, weekly, or daily basis. A confirmation email is sent for every scheduled run, so users know when to log in and view their Report Results.

  1. To automate reports, open your Report List and click the new Add Schedule   icon. 



  2. Fill out the Add Schedule form, adding Standard Filters, Schedule Range, Notes, and Frequency settings as desired. In the example below, user is scheduling a report to run the first day of every month, effective for the year May 2018 through May 2019. Standard Filters are saved, and applied to every scheduled run. 



  3. Click Save to create automated report schedule, or Cancel to exit the form.

Open the Scheduled Reports tab to view and manage your automated list. 

  • Click the Launch icon to run a scheduled report on demand, with saved filters applied. 
  • Open the Edit Schedule  form to view details and make changes.
  • Click the Delete icon to permanently delete the report schedule.



Report Results 

Open the Report Results page to view your repository of reports executed over the past 30 days, ordered by Run DateThe Frequency column tracks whether the report resulted from an automated schedule -- On Demand, Daily, Weekly (Day), Monthly (Day) -- or manual execution from Report List, as indicated by empty cells. The Record column displays the total record count from results file. Each report result will be permanently deleted from the database on its Expiration Date. 

Click the linked Report Name to view results online. Click the Delete icon to permanently delete a record from your results repository.


Online result records display the Report Name and applied Standard Filters, which provide reference for results data.  

Review results online for up to 30 days, or click the export icons to download the file and save it permanently. File format options are Excel (XLSX), Comma Separated Values (CSV), Portable Document Format (PDF). If a report generates an extremely large data set, the system may prompt you to export directly to an offline location rather than display the results to the page.


 


Appendix A: Standard Filters

Report Entity = Course

 Criteria  Comparisons
Cancel Date Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
Course Is, Isn't
Due Date Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Next 7 Days, Next 30 Days, Next 90 Days, Next 6 Months, Next 12 Months, Last Week, Last Month, Last Quarter, Last Year, Next Week, Next Month, Next Quarter, Next Year
Enroll Date Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
Expiration Date Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year, Next 7 Days, Next 30 Days, Next 90 Days, Next 6 Months, Next 12 Months, Next Week, Next Month, Next Quarter, Next Year
Goal Is
Goal Status Is, Isn't
Organization  In Exact Organization, Not In Exact Organization, In Hierarchy, Not in Hierarchy
Position Is, Isn't, Was
Score Date Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
Transcript Status  Is, Isn't
User Directly Reports To, Reports Up To
User Group Is, Isn't, Active Member of, Was
Username Equal, Not Equal, Contains, Does Not Contain, Starts With

 

Report Entity = Certification

 Criteria  Comparisons
Certification Is, Isn't
Certification
Status
Is, Isn't
Date Achieved  Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
Date Assigned Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
Due Date Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Next 7 Days, Next 30 Days, Next 90 Days, Next 6 Months, Next 12 Months, Last Week, Last Month, Last Quarter, Last Year, Next Week, Next Month, Next Quarter, Next Year
Goal Is, Isn't
Goal Status Is, Isn't
Organization  In Exact Organization, Not In Exact Organization, In Hierarchy, Not in Hierarchy
Position Is, Isn't, Was
Position Group Is, Isn't
Program Is, Isn't
User Directly Reports To, Reports Up To
User Group Is, Isn't, Active Member of, Was
Username Equal, Not Equal, Contains, Does Not Contain, Starts With

 

  • Frequency column tracks whether the report resulted from an automated schedule -- On Demand, Daily, Weekly (Day), Monthly (Day) -- or manual execution from Report List, as indicated by empty values.
  • Record column displays total record count from results file.


Is, Isn't

Report Entity = Course Summary

 Criteria  Comparisons
Cancel Date Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
Course Is, Isn't
Due Date  Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Next 7 Days, Next 30 Days, Next 90 Days, Next 6 Months, Next 12 Months, Last Week, Last Month, Last Quarter, Last Year, Next Week, Next Month, Next Quarter, Next Year
Enroll Date Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
Expiration  Date Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
Goal Is
Goal Status Is, isn't
Organization  In Exact Organization, Not In Exact Organization, In Hierarchy, Not in Hierarchy
Position Is, Isn't, Was
Score Date Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
Transcript Status Is, Isn't
User Directly Reports To, Reports Up To
User Group Is, Isn't, Active Member of, Was
Username Equal, Not Equal, Contains, Does Not Contain, Starts With
  • Frequency column tracks whether the report resulted from an automated schedule -- On Demand, Daily, Weekly (Day), Monthly (Day) -- or manual execution from Report List, as indicated by empty values.
  • Record column displays total record count from results file.


Is, Isn't

 


Report Entity = Certification Summary

Certification  Is, Isn't
Certification Status Is, Isn't
Date Achieved  Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
Date Assigned Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
Due Date Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Next 7 Days, Next 30 Days, Next 90 Days, Next 6 Months, Next 12 Months, Last Week, Last Month, Last Quarter, Last Year, Next Week, Next Month, Next Quarter, Next Year
Goal Is
Goal Status Is, isn't
Organization  In Exact Organization, Not In Exact Organization, In Hierarchy, Not in Hierarchy
Position Is, Isn't, Was
Position Group Is, Isn't
Program Is, Isn't
User Directly Reports To, Reports Up To
User Group Is, Isn't, Active Member of, Was
Username Equal, Not Equal, Contains, Does Not Contain, Starts With

Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Next 7 Days, Next 30 Days, Next 90 Days, Next 6 Months, Next 12 Months, Last Week, Last Month, Last Quarter, Last Year, Next Week, Next Month, Next Quarter, Next Year
Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Next 7 Days, Next 30 Days, Next 90 Days, Next 6 Months, Next 12 Months, Last Week, Last Month, Last Quarter, Last Year, Next Week, Next Month, Next Quarter, Next Year