Report Builder provides detailed data about your members' training performance and gives you the option create reports and schedule them to be sent to specific recipients on a daily, weekly, or monthly basis.
Navigation: Admin > Reporting > Report Builder > Create New Report
Start a Report
- From the report type list, select a report.
- Select Continue.
- From the Report Options section, configure the options for your report.
- Optional. From the Fields section, select the drop-down list to add optional fields to your report.
- Optional. Modify existing fields by selecting the gear icon in the field row.
Scheduling Options
After setting up your report, you can now configure the distribution schedule for the report.
Period: Define the frequency that the report will be sent. You can select if you want your report to be sent on a daily, weekly, monthly, or quarterly basis.
In weekly/monthly reports, the desired day is also configurable. Quarterly reports will be sent on the first day of January, April, July, and October.
Recipient: You can create a scheduled report for yourself, or set an automated rule for multiple employees to receive the report according to their organizational structure.
- If you save the report for yourself (For me), once you save it, it displays on the Private Reports tab.
- If you save the report for others within the Academy, it displays on the Scheduled Report for others tab.
Ending: Select the date on which you want the report distribution to end.
Delta Options:
- Νο: You will receive a snapshot of all data without time limitation.
- Yes: You will receive a report with data that changed in the past period based on either the Completion date or the Enrollment date.
Time: The desired time that the report will be sent is also configurable.
Once you have filled in all of the necessary information you can complete the process and save your report. To do so, please follow the instructions below, depending on your report.
Scheduled Report - For you
Once you have set up your report, click on the green Click here to preview data area and if you do not want to change anything, save your report by clicking the blue Save Report button, on the top of the page.
Your report will be saved under the Private Reports tab.
There are several actions available to you regarding the reports you have created:
- Download - You will receive a snapshot of all data without time limitation. The report will be sent immediately (and before its scheduled time)
- Edit
- Copy
- Delete
- Create now - You will receive a report with data that changed in the past period based on the setup of your report. The report will be sent immediately (and before its scheduled time).
Please note that you have the option to change the selected entities of the saved reports, during the download process (courses, curricula, events, etc):
Scheduled Report - For others
Once you have set up your report, click on the green Click here to preview data area and if you do not want to change anything, save your report by clicking the blue Save and Continue button, on the top of the page.
Once you have saved your report, you will need to select the recipients. You can either select recipients individually or use the choose selection criteria from the Advanced selection tab and limit the recipient list.
Choose Select (Individual selection) / Create Report Rule (Advanced selection) to save your recipients.
Your report will be saved under the Scheduled Report for others tab. In this tab, users having created scheduled reports for others will be able to see the list of the created reports. This list will be also available to the selected recipients. Admins will be able to see all of the saved reports, that were scheduled for others.
There are several actions available to you regarding the reports you have created:
- Download - You will receive a snapshot of all data without time limitation. The other recipients will not receive any report.
- Edit
- Copy
- Add Recipients - On this page, you can also see who is already a recipient by filtering for "Already Included" users. Moreover, all already included users will have the "Already Included" indication.
- Remove Recipients
- Delete
- Create now - You will receive a report with data that changed in the past period based on the setup of your report. The selected recipients will also be notified when the report is ready. The report will be sent immediately (and before its scheduled time).
Please note that you have the option to change the selected entities of the saved reports, during the download process (courses, curricula, events, etc):
Admins have an extra tab available, named All Scheduled Reports. Under this tab, users with Admin rights can see all of the scheduled reports that members created for themselves. Only reports who have as a recipient the report creator will be available under this tab.