Custom Reports

Custom Reports allow users to create tailored reports by selecting specific data fields, filters, and criteria to meet their reporting requirements.

Explore Custom Report Filters Custom Report Filters.

Create a Custom Report

To create a new custom report:

1. Click New Report.
2. Select one of the following report types:
   • Users and Courses Report
   • Consolidated Report

Users and Courses Report

The Users and Courses Report allows you to generate reports containing user, course, enrollment, and progress information.

Create a Users and Courses Report

1. Click New Report.
2. In the Create a Custom Report panel, select Users and Courses Report.
3. Click Next.
4. Enter the Report Name and Report Description.
5. Click Create and Edit.
6. Use Previous to return to the previous step, if required.

Configure Report Details

The Details tab allows you to define the basic information for the report.

The following fields are available:

• Name – Specifies the title of the custom report.
• Description – Provides a brief summary of the report.
• Data Source – Indicates the source from which the report retrieves data, such as user activity, course progress, or other relevant metrics.

7. Enter or modify the required information.
8. Click Continue.

Configure Filters

The Filters tab allows you to refine the report data based on specific criteria.

The available filter categories include:

• Users
• Courses
• Date Range
• Enrollment

Users

The Users section provides the following options:

• All Users – Includes all users in the report.
• Custom Selection – Allows you to select specific users.
• Include Suspended Users – Includes suspended users in the report.

When Custom Selection is selected, you can further filter users based on:

• Users – Select specific users.
• Groups – Filter users by user groups.
• Job Levels – Filter users based on their job levels.
• Job Role – Filter users based on their job roles.

Courses

The Courses section allows you to select the courses to include in the report.

• All Courses – Includes all available courses.
• Custom Selection – Allows you to select specific courses from the dropdown list.
• Archived Courses – Includes archived courses in the report when enabled.

Date Range

The Date Range filter allows you to define the period for which report data is generated.

Available options include:

• Last 31 Days – Includes data from the past 31 days. This is the default selection.
• Last 3 Months – Includes data from the previous three months.
• Last 6 Months – Includes data from the previous six months.
• Last 1 Year – Includes data from the previous 12 months.
• All – Includes all available data.

Enrollment

The Enrollment filter allows you to refine the report based on learner enrollment status.

Available options include:

• Not Started – Includes learners who have been assigned a course but have not started it.
• Completed – Includes learners who have completed the course.

9. Configure the required filter options.
10. Click Continue.

Configure Report Data

The Report Data section allows you to select the fields to include in the report and configure the sorting order.

Report Fields

Select the required fields from the following categories:

• User Fields – Includes details such as Name, Email, City, Country, Job Role, and Group.
• Course Fields – Includes course details such as Course Name, Course Created Date, Course Duration, and Course Languages.
• Enrollment Fields – Includes enrollment details such as User Course Assigned Date and User Course Completed Date.
• Statistics – Includes progress-related information such as User Course Status, Course Proficiency, and Course Skill.
• User Custom Fields – Includes organization-specific custom fields such as Gender, Supervisor Code, and DOB.

Sort By

The Sort By option allows you to define the order in which report data is displayed.

Available options include:

• Email (A - Z) – Sorts email addresses in ascending alphabetical order.
• Custom Field Sorting – Allows you to sort data using selected custom fields.
• Sort Column – Allows you to configure sorting for selected report columns.

Custom Field Sorting

When using Custom Field sorting:

1. Select Email as the sorting field.
2. Select the required sorting order:
   • A - Z (Ascending) – Displays email addresses in alphabetical order.
   • Z - A (Descending) – Displays email addresses in reverse alphabetical order.

Sort Column

To configure sorting for report columns:

1. Enable the Sort Column checkbox.
2. Click Configure Sorting.
3. In the Column Sorting pop-up, select the required columns, such as Email or Course Name.
4. Click Confirm to save the column sorting configuration.

Preview and Export the Report

1. After configuring the report data, click Save and Preview.
2. The Report Preview displays the report based on the selected filters and fields.
3. Click Export to download the report.
4. In the Download Report pop-up, click Download New Report.
5. Enter the File Name.
6. Click Download.
7. The newly generated report appears in the list of downloaded reports.
8. Click the Export icon to download the report.

The report is downloaded in .XLSX format.

Delete a Report

1. Click the Bin icon for the report you want to delete.
2. In the confirmation pop-up, click Yes.
3. A success message confirms that the report has been deleted.

Schedule a Report

1. Click Schedule Your Report.
2. Enable the scheduling checkbox.
3. Configure the scheduling options:
   • Time Frame – Select the scheduling frequency:
     • Days – Generates the report daily.
     • Weeks – Generates the report weekly.
     • Months – Generates the report monthly.
   • Email Address – Specifies the recipient or recipients who will receive the scheduled report.
   • Every – Specifies the frequency of report generation.
   • Repeat – Specifies how often the report should repeat within the selected time frame.
   • From – Specifies the start date.
   • To – Specifies the end date.
4. Click Schedule.
5. A success message confirms that the report has been saved successfully.

The newly created Users and Courses Report is available in the Custom Reports list.

Users and Courses Report Columns

For more information, see Schedule, Edit, or Delete a Custom Report.

Consolidated Report

The Consolidated Report provides progress details for selected users across courses and content types.

Create a Consolidated Report

1. Click New Report.
2. In the Create a Custom Report panel, select Consolidated Report.
3. Click Next.
4. Enter the Report Name and Report Description.
5. Click Create and Edit.
6. Use Previous to return to the previous step, if required.

Configure Report Details

The Details tab allows you to define the basic information for the Consolidated Report.

The following fields are available:

• Name – Specifies the title of the custom report.
• Description – Provides a brief summary of the report.
• Data Source – Indicates the source of the data and provides progress details for selected users across courses.

7. Enter or modify the required information.
8. Click Continue.

Configure Filters

The Filters tab allows you to refine the report data.

The available filter categories include:

• Users
• Content Types
• Date Range
• Enrollment

Users

The Users section provides the following options:

• All Users – Includes all users in the report.
• Custom Selection – Allows you to select specific users.
• Include Suspended Users – Includes suspended users in the report.

When Custom Selection is selected, you can further filter users based on:

• Users – Select specific users.
• Groups – Filter users by user groups.

Content Types

The Content Types section allows you to select the types of content to include in the report.

• All Content Types – Includes all available content types.
• Custom Selection – Allows you to select specific content types from the dropdown list.

Date Range

The Date Range filter allows you to define the period for which report data is generated.

Available options include:

• Last 31 Days – Includes data from the past 31 days. This is the default selection.
• Last 3 Months – Includes data from the previous three months.
• Last 6 Months – Includes data from the previous six months.
• Last 1 Year – Includes data from the previous 12 months.
• All – Includes all available data.

Enrollment

The Enrollment filter allows you to refine the report based on learner enrollment status.

Available options include:

• Not Started – Includes learners who have been assigned a course but have not started it.
• Completed – Includes learners who have completed the course.

9. Configure the required filter options.
10. Click Continue.

Configure Report Data

The Report Data section allows you to select report fields and configure sorting preferences.

Report Fields

Select the required fields from the following categories:

• User Fields – Includes details such as Name, Email, City, Country, Job Role, and Group.
• Course Fields – Includes course details such as Course Name, Course Created Date, Course Duration, and Course Languages.
• Enrollment Fields – Includes enrollment details such as User Course Assigned Date and User Course Completed Date.
• Statistics – Includes progress-related information such as User Course Status, Course Proficiency, and Course Skill.
• User Custom Fields – Includes organization-specific custom fields such as Gender, Supervisor Code, and DOB.

Sort By

The Sort By option allows you to define the order in which report data is displayed.

Available options include:

• Email (A - Z) – Sorts email addresses in ascending alphabetical order.
• Custom Field Sorting – Allows you to sort data using selected custom fields.
• Sort Column – Allows you to configure sorting for selected report columns.

Custom Field Sorting

When using Custom Field sorting:

1. Select Email as the sorting field.
2. Select the required sorting order:
   • A - Z (Ascending) – Displays email addresses in alphabetical order.
   • Z - A (Descending) – Displays email addresses in reverse alphabetical order.

Sort Column

To configure sorting for report columns:

1. Enable the Sort Column checkbox.
2. Click Configure Sorting.
3. In the Column Sorting pop-up, select the required columns, such as Email or Content Name.
4. Click Confirm to save the column sorting configuration.

Preview and Export the Report

1. After configuring the report data, click Save and Preview.
2. The Report Preview displays the report based on the selected filters and fields.
3. Click Export to download the report.
4. In the Download Report pop-up, click Download New Report.
5. Enter the File Name.
6. Click Download.
7. The newly generated report appears in the list of downloaded reports.
8. Click the Export icon to download the report.

The report is downloaded in .XLSX format.

Delete a Report

1. Click the Bin icon for the report you want to delete.
2. In the confirmation pop-up, click Yes.
3. A success message confirms that the report has been deleted.

Schedule a Report

1. Click Schedule Your Report.
2. Enable the scheduling checkbox.
3. Configure the scheduling options:
   • Time Frame – Select the scheduling frequency:
     • Days – Generates the report daily.
     • Weeks – Generates the report weekly.
     • Months – Generates the report monthly.
   • Email Address – Specifies the recipient or recipients who will receive the scheduled report.
   • Every – Specifies the frequency of report generation.
   • Repeat – Specifies how often the report should repeat within the selected time frame.
   • From – Specifies the start date.
   • To – Specifies the end date.
4. Click Schedule.
5. A success message confirms that the report has been saved successfully.

The newly created Consolidated Report is available in the Custom Reports list.

Consolidated Report Columns

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