Summary
Use the report builder to set up a progress report in LearnUpon. Customize your report, and download as a CSV file.
Report builder is available to all customers.
Filters let you narrow your report to the most important data. If you leave a field blank or don’t select an option, the report runs on all data available.
All filters are optional.
Note: custom user data fields work differently from the default report filters. To use custom user data as a filter, you must select entries in the field.
Report Layout lets you put filtered content in context with other data, and customize the order it appears in the report.
You can edit a report in progress, save a report to run again, edit saved reports, and export the finished report as a CSV file.
Tip: by default, the initial report shows course progress in alphabetical order, by course name, then by enrollment date and time.
Access permissions
Admins can run reports within their portal without restrictions.
Managers can run reports for the learners they manage in groups. If learners belong to additional groups outside the manager's remit, the data related to the additional groups isn’t shown.
Instructors can run reports for courses where they are the named instructor.
Create a report
- From main navigation go to Reports Builder.
- Select + Create report > Progress report > Select.
- From Filters, select:
- Course
- Group
- Enrollment period
- Completion period
- Progress
- Overdue
- User login
- User name, to select specific learners
- Membership type, if in use
- Custom user data, if in use: to use custom user data as a filter, you must enter values in the field
- 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
- When complete, select Create report.
The following screenshot shows a sample filter setup for a report that uses a custom date range for Enrollment period.
This screenshot shows 2 sample custom user data fields used as filters.
The next screenshot shows a sample report, without custom user data fields.
Edit and save the current report
The report builder lets you edit reports in progress.
- Select Edit Report to return to the settings of your current report, to change the filters or layout.
- When ready, select Create report to run the report again.
- When the report has the columns and filters you need displayed correctly, select Save report.
- In Save custom report dialog that opens, enter a Report name.
- Save to finish.
You can edit the report name and its contents through Edit report.
To start over, select Report Builder and discard your current work.
Work with existing reports
After you save a report, it appears on the Report Builder 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
The following screenshot shows reports saved to date.
Worked example 1: completed enrollments for last 30 days
Set up a report for all enrollments for current learners, completed in the last month. Leave all fields blank except:
- in Completion period, select Last month
- for User login, select Enabled
- Run report
- Save report as Completed enrollments for the last 30 days
Run this report at month end as required.
Worked example 2: all enrollments for a calendar year, for a single group
Set up a report for all enrollments for current learners within a group for a calendar year. Leave all fields blank except:
- in Group, select the group name
- for Enrollment period > From: select the first of the calendar year
- for User login, select Enabled
- Run report
- Save report with the group name and calendar year
Run this report at month end or end of quarter to see cumulative results for the group over the calendar year.
Export a report
Select Export to download a CSV file of your report to your drive.
See: