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Reports: create an advanced report

Elizabeth
  • Updated

Set up and customize advanced reports

Download reports as a CSV file, or schedule for future delivery. 

Availability: all customers

Draft a report on the details you need, save a report to run again, edit saved reports, and export the finished report as a CSV file.

All advanced reports provide highlights for quick review: see the "headline" numbers at the top of each report.

Access permissions for advanced reports

  • Admins: can 
    • create, save and schedule all report types
    • view and run all reports on a portal
    • change owners of existing reports
  • Managers: can create, save and schedule progress reports, for the learners they manage in groups
  • Instructors: can create, save and schedule progress reports, for the learners they instruct

See

Advanced report owners

The person who creates a report becomes the report owner. All report owners can manage the following aspects of their own advanced reports:

  • create
  • edit
  • rename
  • schedule
  • delete
  • create copy

For advanced reports, admins can change the report owner, and assign it to themselves or to another admin. This option allows admins to take over reports in case people leave your organization, to ensure reporting continuity.

The following screenshot shows the admin options for an advanced report available through More (aka 3-dot menu). 

advanced reports options for report owners.png

Create an advanced report

Each advanced report provides filters relevant to the report type. See Reports: advanced report types and filters reference for detailed descriptions.

Note: For a Progress report, you can select up to 100 courses for the report, or leave the field empty to report on all courses.

  1. From main navigation go to Reports > + Create report.
  2. Select one of:
    • Progress report
      • Single-portal
      • Multi-portal
    • Live Learning report
    • Learning path report
  3. From Filters, select the filters you need, including membership type and custom user data, if in use.

The following screenshot shows a report filtering for the past year, for all courses and progress statuses, for enabled learners on the portal.

sample progress report for the whole portal.png
  1. Select Layout to set layout options:
    • Select columns from Available Data to add to Your Report
    • Remove columns from Your Report by selecting X on the column name
    • Drag and drop columns to change their display order
  2. When complete, select Create report. 

The following screenshot shows a sample report listing learner name, course name, course progress, course version, completion status and started date.

progress report result filtered by completion.png

Edit and save the current report

  1. Select Edit to return to the settings of your current report, to change the filters or layout.
  2. When ready, select Save and preview to run the report again.
  3. When the report has the columns and filters you need displayed correctly, select Save report.
  4. In Save custom report dialog, enter a Report name.
  5. Save to finish.

To start over, select Reports and discard your current work.

Work with existing reports

After you save an advanced report, it appears on the Reports page. You can:

  • select Run to run the report without changing any parameters
  • select More (aka 3-dot menu) to access the following options:
    • Edit
    • Rename
    • Schedule
    • Delete
    • Create copy
    • Change owner (admins only)

Within each report, you can access additional options:

  • Export  - download a CSV file
  • Share - provides a shareable link for admins

Schedule advanced reports

See Reports: schedule an advanced report

See:

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