In addition to the available default reports, administrators and reporting administrators can create custom reports to find the data they need.
To do this, please watch this video or follow the steps below.
Click Reporting then click Report Builder.
Select a data source, then click Next.
Select the parameters for your report, then click Next.
Select the data fields to appear in the report, then click Next.
Add filters and sort fields as required, then click Next.
Enter report name and description.
Select whether to run now or add scheduled email.
Click Finish.
Data sources for custom reports
Data sources form the basis of the report to dictate what is being reported on and affect which parameters are available in the next step when creating a report.
See the below table for available data sources and what they report on when creating a report.
Name | Reports on |
Activity Attempt | Every time a registered user has attempted an activity. |
Activity Progress | Activity progress status for registered users. |
Activity Registration Status | Registration status by activity. |
Assessment Attempt | Every time a registered user has attempted an assessment including question details and pass mark. |
Course Module | Pathway progress status for registered users including child activities. |
CPD Adjustments | Adjustments made to users' CPD requirements. |
CPD Period Totals | Users' CPD logs including by category. |
Event registrations | Event details and progress status for registered users. |
File import | Success status of data imports. |
File Import Log Item | File Import Log Item details. |
Form Registrations | Form progress status for registered users including linked forms. |
Form Status | Where forms are within the workflow. |
Forms Content | Form fields within a specific template including historic versions. |
Person Category Document | This report shows users who have documents attached to a Person Category. |
Person Document | Users' profile documents. |
Qualifications | Qualification details for assigned users. |
Survey Assessment Attempt | Every time a registered user has responded to a Survey including question details and pass mark. |
User Data | User profile data such as employment details. |