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Reports: create an advanced report

Elizabeth
  • Updated

Summary

Set up and customize advanced reports. Download reports as a CSV file, or schedule for future delivery. 

The Reports feature is available to 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.

Note: The Live Learning report is available only for Live Learning sessions. It's not available for legacy ILTs. See Live Learning: overview and features.

Access permissions for advanced reports

  • Admins: full access to all reports
  • Managers: can run progress reports to download immediately. Saving and scheduling advanced reports is not available to managers

See

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.
  4. Select Report 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
  5. When complete, select Create report. 

The following screenshot shows a sample filter setup for an advanced progress report that uses a custom date range for Enrollment period.

sample progress report.png

Edit and save the current report

You can edit an advanced report while you’re drafting it - before saving - to change its contents or layout.

  1. Select Edit Report to return to the settings of your current report, to change the filters or layout. 
  2. When ready, select Create report 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 Edit, Rename or Delete the report

Schedule advanced reports

See Reports: schedule an advanced report.

See:

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