Using Reports

Overview

Who can access reports?

Unless your institution has it configured otherwise in permissions, all users have access to and can generate reports.

Using Reports

1. Access reports
2. Adjust the number of rows
3. Add or remove columns
4. Reorder columns
5. Sort a column
6. Filter data in a report
7. Download a report
8. Save a report
9. Access saved reports
10. Delete a saved report

Reports landing page

How do I access reports?

• Click Reports in the navigation panel.
  • Please note: If Reports is not displayed, please contact your system administrator or submit a request.
• Click on a specific report (e.g., click Course Report to access data related to all courses within your system).

How do I adjust the number of rows displayed in a report?

• In the right-hand panel, click the arrows next to Rows per Page.
• Select the number of rows to display per page (e.g., 25, 50, or 100).

How do I add or remove form field columns?

By default, the first 15 fields from an item's form are included in the report as well as the following meta data fields:

• Date created
• Created by
• Proposed from ID
• Date modified
• Approval date

To add or remove additional columns:

• Click the Actions tab in the right-hand panel.
• Click Configure Columns.
• Select or deselect form fields to add or remove as columns.
• Click Select All Columns or Deselect All to adjust all columns.

Please note: Due to data complexity, not all form fields will be displayed. The following gadget(s) are not available in reports:

• Dependencies

How do I reorder form field columns?

• Click the Actions tab in the right-hand panel.
• Click Configure Columns.
• Drag and drop fields into the desired order.

How do I sort a column?

• Click on a column heading to sort ascending order.
• Click again to sort in descending order.

Please note: Due to data complexity, not all columns will be sortable. The following gadget(s) will be displayed but will not be able to be sorted.

• Activities
• Cross listings
• File upload
• Foreign courses
• Inheritance
• Items
• Learning objectives
• Multiselect fields (e.g., group multiselect, options multiselect, etc.)
• Outcomes
• Percentage list
• Rules
• Specializations
• Table

How do I filter the data in a report?

• Click the Filters tab in the right-hand panel.
• Select a filter (e.g., status, date last modified).
  • Please note: Data will automatically reflect any applied filters.
• To remove a filter, click the X next to the filter label.

To use advanced filters:

• Click the slider to enable advanced filters.
• Select a form field.
• Select an operator (e.g., is, contains, is empty).
• Enter a value or select from dropdown.
• Click OK, or click the plus icon to add additional filters.
  • Please note: only one filter may be applied to a single field at a time.
• Click Cancel to remove filters.

To edit advanced filters:

• Click the pencil icon.
• Click the plus button to add additional filters.
• Click the minus button to remove a filter.

Please note: Due to data complexity, filtering is not available for all fields. The following gadget(s) will be displayed but will not be able to be filtered.

• Dependencies

Report filtering

How do I download a report?

• From within a report, click the Actions tab in the right-hand panel.
• Click Download CSV.

How do I save a report?

• From within a report, click the Actions tab in the right-hand panel.
• Click Save Report.
• Enter a title.
• Click OK or click out of the box to cancel.

How do I access saved reports?

• Click Reports in the navigation panel.
• Click on a specific report in the Saved Reports panel at the bottom of the screen.

How do I delete a saved report?

• Click Reports in the navigation panel.
• Click on the trash icon in line with the specific report to delete in the Saved Reports panel at the bottom of the screen.