Create and Manage Reports

Keywords:

Reporting, Report, Reports, Create Report, Custom Report, Build Report, Save Report, Report Fields 

Reports

Clicking the button on the top right corner of the Reports box performs the same functionality as creating a new report from the Reports page.

New Report

To create a new report, click the green plus icon next to the data set you wish to pull from: User Demographics, User Course Transcripts, User Learning Path Transcripts, User Instructor Led Training Transcripts, User Certification Transcripts, Catalog and Course Information, or Certificates.

Note: If you need data from a combination of two or more data sets, let us know by putting in a ticket at our support site (https://www.acendre.com/contact-acendre/) and we will create a custom report for you.

Use the Columns tab to select the fields that you would like to appear in the report.

Use the Filters tab to limit the amount of and/or specify what data you would like pulled by the report. Note that once you reach three filter criteria, you can edit the Criteria Pattern by clicking the “Change Pattern” link. You can change the order, priority, and way the criteria are applied.

Use the Order tab to determine what order the data in the report should be listed in. Click the button to add another field to order the report by (secondary to the first field).

Use the Properties tab to give the report a name and set its privacy to public or private. Filling out these properties is required if you would like to save this report for future use.

Click “Run Report” under any of these tabs in order to be given the option to view the report as an HTML page, or to download the report as an Excel spreadsheet or a PDF file.

Click “Create Report” to save the report and be able to run it in the future and/or to be able to create a subscription to a report. Your saved reports will be listed under the “My Saved Reports” tab. Reports that others have created and marked as public will be listed in the “Public Saved Reports” tab.

Modify Report

To update the properties of an existing report or run the report, click on the name of the report in the list. Click “Add to Report Shortcut Widget” to have a shortcut to the report’s modification screen appear in the Report Shortcuts Widget on the "My Dashboard" page.

Save Report

To save a copy of the data pulled in a report from a specific time to the LMS, click “Run Report” after clicking on a report from the list, and then click the “Save” icon. A “Saved Files” tab will appear, and the file will show in a list, where you can see when the report was generated, how big the file is, and you can view the file in HTML, as an Excel file, and/or as a PDF.

Report Subscription

IMPORTANT NOTE: The Administrator (non-user) CANNOT create a report subscription. Only a USER account assigned a role with permissions to run reports can create report subscriptions.

To configure a subscription to a report, log in as a user with reports permissions, navigate to the Reports page and click on the name of a report from the My Saved Reports tab or the Public Saved Reports tab. Click the Subscription tab (again, not available to the Administrator non-user) and set up the parameters of your report subscription.

The Start Date is the date and time from which the report will begin collecting data. The data in the report will be pulled from the date range between the Start Date and the date that marks the length of time set in the report Frequency.

Note: A report WILL NOT be run upon creation of the subscription. You will need to run the report from the “Run Report” button should you require a report containing current data.