Creating custom reports

Last modified: 2017-02-28 13:20:19 +0100

You can use the reporting engine to create, save an export your own reports.

We already added a few default reports that you can filter and sort. You could use a default report and see how many expired, almost expired and valid certificates a learner has. Or you can see how long learners have been logged in last week; this is possible with the default reports.

You can also create your own reports; this is a more advanced part of the reporting engine. You can decide which details you use for it, although there are a few types of reports that you will have to choose between to decide what the report should be based on (Users, Results or Certificates). For example imagine a report that shows all certificates that someone with the function Project Manager has in the course 'Communication skills'. Or a report that will show an average score of 5 different tests of learners in a specific country.

Below we will explain to you the 5 steps to accomplish this.

1. Select type

Here you can select the kind of information that you want to use for the report, because you cannot combine all data. UsersĀ will give you access to user data, the roles of users and the session data (like login times). Certificates gives access to all certificates, including dates and statuses, you can also combine this with user data. Results gives access to information about subscriptions, courses, activities, results and also user data.

2. Select columns

Here you decide which information you want to use to compose the report. If there is an exclamation mark after an option, the report cannot be executed by instructors or mentors. This is usually the case for user data.

3. Group rows

Here you can merge unique information that appears on multiple rows within a column (or a combination of columns) to one row. You can choose which column(s) you want to use for that. There is more data that will remain in the other columns that cannot be merged. You can choose not to combine that data, this will cause the data to be spread out over multiple columns. You can also choose to combine that data into one column. If the data consists of numbers, you can i.e. show a sum or an average. If the data consists of text, you can i.e. count how much unique data there is, which will display a number. You can also choose to hide the data. In that case you can still use them at step 4, but they won't be shown in the actual report.

4. Filters

Here you can indicate filters and decide which information you do or do not want to show in the report. If you chose ResultsĀ at step 1, you can also indicate which courses should be used to generate the report. If you don't choose any courses, you will get that option when executing the report.

You can add multiple filters and decide whether all filters should apply or if any of them should apply.

5. Sorting

Here you can decide the order of the rows based on the details in a column. The system will first sort based on the primary option (the upper one) and within that it will sort based on the secondary option (the lower one).

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