Reports: create an advanced report

Intended Audience: Admins, Managers

Summary

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

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

1. Admins: full access to all reports
   

1. Managers: can run progress reports to download immediately. Saving and scheduling advanced reports is not available to managers.

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Create an advanced report

Each advanced report provides filters relevant to the report type. 

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:
   
1. Progress report
   
2. Learning path report
   
3. From Filters, select the filters you need including custom user data, if in use.
   
4. Select Report Layout to set layout options:
   
1. Select columns from Available Data to add to Your Report
   
2. Remove columns from Your Report by selecting X on the column name
   
3. 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. 

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 that opens, enter a Report name.

5.    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.

Export a report

Select Export to download a .CSV version of your report to your drive.

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