Report builder: overview and setup – Knowledge Base

Summary

LearnUpon is developing the next generation of reporting features. LearnUpon's report builder lets you assemble detailed reports based on your organization's needs.

Report builder is available to all customers.

The legacy Reports feature remains available for all customers.

The following screenshot shows an admin's primary navigation, with Report Builder highlighted.

Report builder: overview

Build flexible reports using data tailored to the needs of your business. From a single starting point:

choose the report type: Progress report for all courses or ILT Center report, to track learners' use of ILTs
include the data you need most using filters
lay out the report, to present the data in context
save the customized report

Filters let you focus on the information you want most.

In the main filter fields, if you leave a field blank, by default LearnUpon reports on all the options in the filter. For example: if you don't select a course or ILT to report on, the report runs on all courses or ILTs in the portal.

The report layout lets you choose how to display your data. You can include or remove columns, and can move them around freely to present them in an order that works for you.

The following screenshot shows Report layout onscreen, where you can choose which data to include in your report.

You can edit a report right after running it, to change which fields to include, or change the order the fields appear.

When the report is ready, you can:

save the report with a name, to run again with the same parameters
export a CSV file to your own drive

Note: The ILT learner report is available only for ILT Center sessions. See ILT Center: overview and features.

This reporting feature doesn’t cover legacy ILT reports.

Progress report filters: in detail

Course

The menu shows courses that are in Published, Sellable, Cataloged and Archived status. It doesn't show courses in Draft status.

Group

Select 1 or more user groups. To report on all groups, leave the field blank.

Enrollment period

This field checks which dates the learners were enrolled, not the date they completed the course.

Select a default time period from the dropdown menu, or enter a custom date range.

Completion period

This field checks which dates the learners completed a course, not the date they were enrolled.

Select a default time period, or a custom date range.

Progress

Select 1 or more of enrollment statuses that matter to you. For detailed descriptions see Courses: enrollment statuses explained.

Overdue

This condition applies to applies for all course enrollment statuses, where the course due date has passed.

For example, you can check:

what status learners have reached on a course, if it's overdue
if learners completed courses before or after the due date

Note: this column applies only if you set due dates either for a course, or for a learner. If you don't set due dates, the column remains blank.

See:

User login

Report only on users who are active, or on all users who have an account.

See Disable a user account, or delete an account.

Membership type

Select users who are members, non-members or other types. This field is available only if you use Associations and memberships. See Associations and membership types: overview and setup.

Custom user data

If you use custom user data, you can filter your report using data values.

When you add a custom user data field as a filter, you must enter values in this field. You can't leave it blank, like the default filters. See Custom user data: set up custom fields.

ILT learner report filters: in detail

Training title

Select as many ILTs as required, or leave blank to include all training.

Session period

Select a default period, or select Custom range, and enter a From and To date in the date pickers.

Training status

Select 1 or more statuses for the report, or leave unchecked to include all statuses.

Session attendance

Select 1 or more conditions, or leave unchecked to include all attendance conditions.

Layout: choose how to present your data

The report builder lets you organize your result reports yourself: choose the data you want to see in context.

The default report layout provides the most common columns used. You can:

add columns from Available Data
remove columns that aren't relevant
drag and drop the columns in Your Report to change their order

Edit report

As you test out the report builder you can edit the report you're working on, rather than starting a new version from scratch.

Sort by results in the report columns

After running the report, select a column name to sort the report by that column. For example you can change the display to sort all courses by Percentage complete, or by date Completed.

Save report

Give the report a name, and save the results. The saved report appears in Custom reports on the Report Builder page.

You can also rename a saved report if required.

The following screenshot shows an example of saved reports.

Export report builder results

Select Export to generate a CSV of the report for download.