Custom Reports

Custom Reports allows you to create reports tailored to your requirements by selecting specific data fields, filters, and sorting options. You can generate reports for user and course activity or view consolidated progress across selected users and content types.

Access Custom Reports

Navigate to Reports from the dashboard and select Custom Reports.

Create a New Custom Report

1. Click New Report.
2. Select one of the following report types:
   • Users and Courses Report – Displays user, course, enrollment, and progress details.
   • Consolidated Report – Displays progress details for selected users and content types.
3. Click Next.
4. Enter the report Name and Description.
5. Click Create and Edit to configure the report.

Users and Courses Report

The Users and Courses Report lets you select users, courses, enrollment details, and report fields to generate a customized report.

1. Configure Report Details

In the Details tab, review or update the following fields:

Click Continue to proceed to the Filters tab.

2. Configure Filters

Use the Filters tab to define which users, courses, and records appear in the report.

Users

Choose the required user selection option:

• All Users – Includes all users.
• Custom Selection – Allows you to select users based on specific criteria.
• Include Suspended Users – Enable the checkbox to include suspended users.

You can further refine the user selection using:

• Users
• Groups
• Job Levels
• Job Role

Courses

Choose one of the following options:

• All Courses – Includes all available courses.
• Custom Selection – Allows you to select specific courses from the dropdown list.

Enable Archived Courses if the report must include archived courses.

Date Range

Select the period for the report:

Enrollment Status

Select the enrollment statuses to include:

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

After configuring the filters, click Continue.

3. Configure Report Data

In the Report Data section, select the fields to include and configure the sorting preferences.

Report Fields

Select the required fields from the available categories.

Sorting Options

Use the available sorting options to control the order of report records.

• Sort By – Select a sorting option, such as Email (A–Z) or a custom field.
• Custom Field Sorting – Sort records using a selected custom field.
• Sort Column – Enable this checkbox to configure sorting based on selected report columns.

To configure column sorting:

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

For email sorting, select the required order:

• A–Z (Ascending) – Sorts email addresses alphabetically.
• Z–A (Descending) – Sorts email addresses in reverse alphabetical order.

4. Preview and Export the Report

1. Click Save and Preview to save your selections and generate a report preview.
2. Review the report data.
3. Click Export.
4. In the Download Report window, select Download New Report.
5. Enter a report file name. This field is mandatory.
6. Click Download.
7. When the report appears in the downloaded reports list, click the Export icon to download it.

The report is downloaded in XLSX format.

5. Schedule the Report

You can schedule the report to be generated automatically.

1. Click Schedule Your Report.
2. Enable the scheduling checkbox.
3. Configure the scheduling settings:

4. Click Schedule to save and activate the schedule.

A success message confirms that the report has been saved.

6. Delete a Report

1. Open the downloaded reports list.
2. Click the Bin icon next to the report you want to delete.
3. In the confirmation window, click Yes.

A success message confirms that the report has been deleted.

To learn how to access the schedule, Edit or Delete the custom report details, see Custom Report Schedule, Edit or Delete Options.

Consolidated Report

The Consolidated Report lets you view progress details for selected users across the chosen content types.

1. Configure Report Details

1. Click New Report.
2. Select Consolidated Report.
3. Click Next.
4. Enter the report Name and Description.
5. Click Create and Edit.

In the Details tab, review or update the following fields:

Click Continue to proceed to the Filters tab.

2. Configure Filters

Users

Choose the required user selection option:

• All Users – Includes all users.
• Custom Selection – Allows you to select specific users.
• Include Suspended Users – Enable the checkbox to include suspended users.

You can further refine the selection using Users and Groups.

Content Types

Choose one of the following options:

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

Date Range

Choose the period for the report:

Enrollment Status

Select the enrollment statuses to include:

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

Click Continue after configuring the filters.

3. Configure Report Data

Select the report fields and sorting options required for the consolidated report.

Report Fields

The available categories include:

Sorting Options

• Sort By – Select an option such as Email (A–Z) or a custom field.
• Custom Field Sorting – Sort records using a selected custom field.
• Sort Column – Enable this checkbox to configure sorting based on selected report columns.

To configure column sorting:

1. Enable Sort Column.
2. Click Configure Sorting.
3. In the Column Sorting window, select the required columns, such as Email or Content Name.
4. Click Confirm to save the sorting settings.

For email sorting, select A–Z (Ascending) or Z–A (Descending).

4. Preview and Export the Report

1. Click Save and Preview to save your selections and generate a report preview.
2. Review the report data.
3. Click Export.
4. In the Download Report window, select Download New Report.
5. Enter a report file name.
6. Click Download.
7. In the downloaded reports list, click the Export icon to download the report.

The report is downloaded in XLSX format.

5. Schedule the Report

1. Click Schedule Your Report.
2. Enable the scheduling checkbox.
3. Configure the schedule:

4. Click Schedule to activate the schedule.

A success message confirms that the report has been saved.

6. Delete a Report

1. Open the downloaded reports list.
2. Click the Bin icon next to the report you want to delete.
3. In the confirmation window, click Yes.

A success message confirms that the report has been deleted.

Custom Reports List

The Custom Reports list displays the reports you have created.

To learn how to access filters in custom reports, see Custom Report Filter Options.

← Back to Reports