How do I create custom reports for an account? Follow
You can create and export custom reports for your account. Custom reports are based on user enrollment and can be filtered by date, group, team, enrollment type, enrollment status, content type, and content tags. Reports are exported as CSV files.
Note: Some features may be restricted based on permissions for your user role.
Open Insights Menu
In the Global Navigation menu, click the Insights option. Then, click the Learning menu option.
Note: The Global Navigation menu may differ depending on what is enabled in your account.
Open Deep Dive Reports
In the Insights page, click the Deep Dive button in the Compliance widget or the Enrollment Progress widget. Both buttons link to the Deep Dive Reporting page.
Select Report
The Deep Dive page defaults to the Reporting by Team report.
To change the view of your report, click the Reporting by drop-down menu. You can choose to view your report by People, Groups, Team, or Content.
Set Report Time Frame
The Date filter defaults to the time frame set in the Insights page, which is the last 90 days. To view a different time frame, click the Date Filter drop-down menu [1] and select a time frame for your report [2]. You can view a report based on data collected in the last 7 days, last 30 days, last 90 days, the current month to date, the current quarter to date, the current year to date, all time since the account was created, or a custom time frame.
Choose Custom Time Frame
When selecting a custom time frame, use the calendar to select a start and end date for your report [1]. Navigate between months by using the arrow icons [2]. You can also enter the start and end dates manually by typing in the Custom Date field [3].
Select Report Filters
To filter the report, you can use the sidebar filters. Selected filters are applied automatically to the report. You can select as many filters as necessary.
To expand a filter type and select specific data, click the name of the filter type in the Filter list [1]. You can filter your results by group, team, enrollment type, enrollment status, content type, and content tags.
Available filter items display in a list below the name of the filter type. To select a specific list item, select the checkbox next to the item(s) you want to include in the report [2]. Filters also display beneath the report name [3].
To remove a filter, deselect the filter checkbox in the sidebar, or locate the filter option under the report name and click the Remove icon [4].
To collapse the filter list, click the filter Collapse icon [5]. Filter types that include selected filter items display the number of items next to the filter type [6].
To clear all selected filters, click the Clear All link [7].
You can choose to collapse the sidebar by clicking the sidebar Collapse icon [8].
View Report
Report results can be sorted alphabetically from A to Z or from Z to A [1]. The number of results per page can also be modified according to your viewing preference in the Results Per Page drop-down menu [2]. You can view 25, 50, 75, 100, or 150 results per page. To search the results, enter a search term in the Search field [3].
Report results display the following data:
- Name [4]: The name of the user or group
- Enrollments [5]: The number of enrollments assigned to the user or group
- Incomplete [6]: The number of incomplete enrollments for a user or group
- Completions [7]: The number of completed enrollments for a user or group
To view greater detail for an item in the report, click the item link [8].
View Details
When viewing a specific link in the report, the link opens to a new page showing the details of that item [1].
- If you click the name of a group in your report results, the page displays the users in that group.
- If you click the name of a user, the page displays the learner's enrollments.
- If you click the name of a team, the page displays all members of the team as well as their reporting teams.
To return to any of the previous pages, click a link in the breadcrumb trail below the page header [2]. Archived courses will display an Archived badge [3].
Export CSV
To export and download your custom report, click the Export link. A new window will open and the download will begin automatically.
Note: Reports that are viewed by team will contain data for all users nested below the team leader.
Exit Deep Dive Reporting
To exit the Deep Dive Reporting page and return to the Insights page, click the Close icon.
Comments
2 comments
Thanks Nikki, has there been any work done to improve the overall look of the exported reports? More of a matrix feel rather than a 'raw' data?
Hi Louise,
At this time the exports have not had any kind of updates made. We're always interested in hearing feedback and seeing improvements that would be helpful for our customers. I would suggest submitting a feature request or reaching out to your CSM to have them help submit and push for changes in that area. Don't hesitate to reach out to support if needing help getting in contact with your CSM or answering any other questions you may have!
Thank you!
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