Safety Made Simple is developing the next generation of reporting features. Report builder lets you assemble detailed reports based on your organization's needs.

The legacy Reports feature remains available for all partners.

Reports builder: overview

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

1. include the data you need most using filters
   
2. lay out the report, to present the data in context
   
3. save the customized report
   

In the main filter fields, if you leave a field blank, by default Safety Made Simple reports on all the options in the filter. For example: if you don't select a group to report on, the report runs on all groups in the portal.

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

You can edit a report right after running it, if the layout or content didn't work the first time. 

When the report is ready, you can:

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

Progress Report Filters in Detail:

Course

The menu shows courses that are in Published, Cataloged and Archived status. It doesn't show courses in Draft status. To report on all courses, leave the field blank.

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 desired. 

Overdue

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

For example, you can check:

1. what status learners have reached on a course, if it's overdue
   
2. 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.

User login

Report only on users who are active.

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. 

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 fields used. You can:

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

The following screenshot shows Available Data, and the default list for columns for Your Report.

Edit Report

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

Sort by results in the report columns

Save report