Navigate to the Menu and choose Reports.
Click on New Report.
You will be taken a 5-step wizard. The steps are:
- Select the Data Source
- Select the Parameters
- Select Fields
- Filter and Sorting
- Save the report
Step 1. Data Source
Choose the appropriate Data Source for your Report.
Note: The Data Source options available are dependent on your System Role and the functionality you use on your LMS. For advice on the best Data Source for your Reporting requirements, please contact the support team.
Step 2. Select the Parameters
The options in this section will vary depending on the type of Data Source chosen. However, it will usually allow you to select the time period, the types of activity and the audience to include in the Report.
|Activity Registration From/To||Set the time period for your Report.|
By leaving all Activity Types unticked, the report will include all activities.
Alternatively, tick the boxes next to the Activity types to restrict to specific Activity types.
You can report on specific activity titles by clicking on the Add Activity button.
You will be presented with a search box where you can search for the Activities you want to include in the Report. When you have located the Activities, tick the box(es) next to the desired Activities and click Add.
If you have an annual compliance Activity that gets reset for User's to complete each year, the LMS recognises it as a new registration.
All returns every registration instance for an Activity. Meaning, if a User has been registered on the activity more than once, there will be multiple records for that user in the Report results.
Current will only return the current (or latest) registration for each User.
Leave the Report On/Organisation List settings as they are to report on the whole Organisation or select a specific Reporting Scope and Organisation Unit from the dropdown menu to refine the results to a specific audience.
Choose All, Active, Suspended or Archived from the Person Status dropdown menu
Report Viewer is the default option for Run Report As however you can also choose Specific User to run the Report based on a specific User's profile.
Click on Next.
Step 3. Field Selection
Search for the field you wish to include in your report. If you know the name of the field, you can use the Search box at the top to locate it quickly.
Click on the field to select it.
Click on the Add button to add it to the Report Fields box. Alternatively, you can double-click on the field.
To re-order a field, select it in the Report Fields or Group By box and click on the up/down arrows to move the field to a new position in the list.
Add a field to the Group By box to group data within the Report to make it easier to read. For example, to group all Users by Organisation Unit, you would add the Organisation Unit field to the Group by box.
Click on the field in the Available Fields box to select it.
Click on the Add button next to the Group By box.
Note: Please note that you cannot double-click to add a field to the Group By box in the same way that you can for the Report Fields.
Step 4. Filter and Sorting
The Filter and Sorting step (optional) allows you to add filters to enable you to search and refine the data in the the Report and to prioritise the order that the fields are sorted in ascending or descending order.
Click on the Add Filter or Add Sort button as appropriate. Choose the field from the dropdown menu.
Step 5. Save Report
The last step allows you to provide a name and description for the Report. You can also add the report to your favourites and choose to share the report with your colleagues.
You can either run the report now or create a scheduled email. See the Create a Scheduled Report Email guide for steps on how to do this.
Click on Finish when complete.