Overview

To enable reports, go to the App Center and install Reporting. 

You can create reports about many aspects of the system such as system statistics, course completion, course enrollments, or custom reports with parameters defined by you.  

To see a list of available reports, hover over the Reports menu and click Catalog. In the catalog, reports are organized by category.

In the Reports catalog, you can use the right bar to search and filter reports.

To clear the search filters click the "reset" icon in the upper-right corner of the Search box.

To see the reports in a category, click on the appropriate tile.

Each report in the list can be run immediately or configured and saved if you plan to use reports more than once. To run a particular report, click on Run.

A pop-up will open where you can enter the report parameters, and click Run.

To save a report, check the option "Check to save in catalog".

IMPORTANT NOTE: There is a limit of four reports that can be run simultaneously. If there are large reports being run at the same time, they will be staggered to allow for appropriate use of job server space.

Saved reports are listed indented under their report type and in the My reports tab. To run a saved report, click its Run button. 

On the right side of the page, there is a History column where the 10 most recently run reports are listed. To see the result of a report click on its name.

Type of reports

Our built-in reports include the following:

Site statistics

In the Site statistics report, you will see general statistics about the site such as the number of users, courses, enrollments, assignments, storage, and more. To generate the report,  enter a name, select if you want to save it in the catalog, if you want to run it now or schedule it, then click Run.

When the report is generated you will get a notification. In the notification, you will have a link to the generated report.

Organization statistics

Similarly to the Site statistics report, you will see general statistics per organization such as the number of users, courses, enrollments, assignments, and more. Before you run the report enter a name and select the output format. Select if you want to save the report and when to run it, then click on Run. 

The Organization statistics report shows the number of administrators, instructors, learners, managers, courses, groups, and paths per organization. 

Revenue

In the Revenue report, you will see statistics for the revenue generated through e-commerce. To generate the report enter the name of the report, the analyzed time period, the output format, then click Run.

Course enrollments

In the Course enrollment report, you can see the enrollments for a particular course for a chosen period. To generate the report enter the name of the report, the analyzed time period, select if you want to save, select when to run it, then click on Run. 

Course status

In the Course status report, you can see the enrollment status of learners in a course and the number of assignments that they have to do. When you want to generate the report, enter the name of the report, and choose the courses and the organization, then select the output format and click Run.

Course attendance

In the course attendance report, you can see the course attendance for a chosen period. When you want to generate the report, enter the name of the report and choose the courses and the organization, select the output format, and click Run.

Course completion

In the Course completion report, you can see the number of completions for a course in a chosen period. When you want to generate the report, enter the name of the report, and choose the courses and the organization, select the output format, then click Run.

Assessment usage

In the Assessment usage report, you can see how instructors are using each type of assessment. Admins can run the report on all instructors or on a specific instructor, and the totals for each assessment type are displayed at the bottom of the report. Instructors can run the report on their own courses. To generate the report enter the name of the report and the analyzed time period. Choose the courses and the organization, then click Run.

Missing work

In the Missing work report, you can see the missing work of learners from a particular course for a chosen time frame (Date range, Last periods, Current period). You can select the courses from different organizations that you want the report on or you can manually input course IDs. You can also choose to treat zero grades as missing and/or to treat all unsubmitted assessments as missing and to list all learners, not just those with missing work. Note that you can set up the report to ignore offline assessments by selecting the "Exclude offline assessments" option.

Enter the required information, then click Run.  

Affiliates

In the Affiliates report, you can see the list of referrals done by affiliates. Enter a title for the report, select the time frame and the output format, then click Run.

Policy Documents

In the Policy Documents report, you can see the list of learners who accepted the portal policy documents. Enter a title for the report, select the time frame and the output format, then click Run.

Compliance

There are two compliance-related reports in the Reports catalog. To learn more, access the Compliance article. The Compliance Summary report lists the courses that are required for compliance and their details. The Course compliance report lists the courses and the compliance of their learners. To run the reports visit Reports/Catalog/Compliance and select one of the compliance reports. 

Give a name to the report, select the courses, the organization, the output format, then click Run.

You will get a notification when the report is complete with a link to the report.

Charts

Some of the reports such as Revenue, Course enrollment, and Course completion have the option to show the report results in a graphical representation.

For these reports, you will see the chart on a separate page.

Custom reports

Custom reports allow administrators and instructors to select the data that they want to report on such as users, courses, paths, organizations, awards, and more. You can also select a variety of fields, use filtering options, sort and group data by different parameters, and choose the chart output.

Adding custom reports

To add a custom report go to Reports/Catalog and click Custom reports from the top right.

Enter the name and description of the report, then select what you want to report on, then click Save.

You can choose from the following:

After creating the report you will be redirected to its Overview page. You will see some basic setup instructions and you can start configuring the report. 

To delete the custom report, go to Admin and click Delete.

Configuring custom reports

Basics

In the Basics tab, you can see the details of the custom report. To change its details, click on Edit.

You can edit the name and description of the report.

Columns

In the Columns tab, you can select which columns you want to report on, including your own custom account fields.

You can further customize the report by including more related information. For example, in a report that is on courses, you can also include fields about the modules, assessments, learners from courses, badges, certificates, etc. To add a specific field click on its ">" icon, then select the columns you want to report on.

Filters

Under Filters, you can specify conditions that must be met for rows to be included in the report. To add a filtering condition, click Add filter from the top right.

Specify the column, operator, and value. If you want the value in a filtering condition to be entered by the user when the report is run, check the User prompt? box, then click Add.

You can add multiple filters to the custom report. To edit a filter click on its Edit icon. To delete a filter, select the filter, then click Delete.

Sort

Under Sort, you can order the rows of a report based on one or more columns. To add a sorting criterion, click Add sort from the top right.

Specify the column to sort by and select whether you want to sort ascending or descending, then click Add.

You can add more than one sorting criteria. To edit a criterion, click on its Edit icon. To delete a criterion, select the criterion, then click Delete.

Note that if you add more than one sorting criterion, the rows are ordered by the first criterion. If any rows match according to the first criterion, they are sorted by the second criterion, and so on.

Grouping

Grouping allows you to cluster records that have the same value for one or more columns. When grouping is selected, rows are organized into sections where each section is associated with a unique group value.

To add a grouping criterion, click Add grouping from the top right. Note that grouping only applies to HTML reports.

Select the grouping criteria, then click Add.

You can add multiple grouping criteria. To edit a criterion, click on its Edit icon. To delete a criterion, select the criterion, then click Delete.

Note that if more than one grouping is selected, then sections are organized into subsections according to the nested group values.

Summary

Summaries allow you to include the result of applying an operation to numeric columns. In the Summary tab, you can see the selected numeric columns where operations are available. A summary operation can be MAX, MIN, SUM, or AVG. Note that summaries only apply to HTML and CSV reports which include numeric columns.

Select the numeric columns from the list and choose the operation you want to apply.

When a summary is selected, its result is displayed after the rows that it is applied to.

Organize

Here you can organize the columns by using drag and drop, and you can change the font of the columns to be bold and/or italic. If a reporting field is a date, time, number, or boolean, you can also select a specified format for that field. For example, the default format for time is based on your language setting, but you can override it by clicking on the "Format" dropdown.

Charts

Under Charts you can choose the charts you want to use as output for the custom report. To include a chart in the report click its Select checkbox.

To change the chart type, click on the drop-down, and select the type you want to use.

You can generate charts for the following columns:

Courses

Users

Groups

Orders

Running custom reports

After configuring the custom report you can run it by clicking Run from the top right.

Enter the name of the report and select the organization and courses. The available output formats are HTML, CSV, and Chart (this option is available only if you added charts to your custom report).

Note that CSV doesn't allow tables inside tables like the HTML output and all the results will be displayed in a flat table. The columns for both the main and secondary items will be displayed in one table. The columns from the main item are followed by the columns of the secondary item and the information from the main item is repeated for each row of the secondary item.

For example in a report where the main item is Users with columns for First name and Last Name, and the related item is Enrolled (courses) with columns for Course name and Style the report will look like this.

You can save the report to the catalog. The report can be scheduled or you can run it immediately.

To re-run the custom report, go to Reports/Catalog visit its category and click on its Run button.

To change the settings of the custom report, click on its name.

Sharing custom reports

You can share your custom reports with other users in your organization, business, or network. To share your custom report, select its scope by choosing Organization, Business, or Network in the Library section. Note that others can't see the reports in your Personal Library.

You can change a report's scope after it is created. Go to Configure, visit the Basics area then click Edit.

After sharing a report, other users in its scope can run it, view its settings, copy it, but cannot change it. Users will see the report in the Reports catalog. To run the report they have to click on its Run button.

To copy the report they have to click its name.

Then visit the Admin section and click Copy.

Custom report widgets

You can add report widgets to the center and right panels on the admin dashboard and on the course dashboard and also to the right panel of learning paths and groups. Please note that you can only attach widgets to scheduled reports that return a chart. To add a report widget go to the dashboard and click the edit widgets button.

Select where you want to add the report widget, on the center panel or on the right panel.

Click on the report widget in the "Available widgets" area and drag it over to the dashboard.

To associate the widget with a custom report click on and select Report.

A pop-up will open where you can select one of your scheduled custom chart reports.

The selected report will be added to the dashboard. The data will be refreshed every time the report runs, based on the defined schedule.

If you want to change the title of the report or you want to delete it, click on.

You can add as many report widgets as you want.

When you finished adding the widgets, click Save.

Saved reports

You have the possibility to save your frequently used reports. You can see the saved reports under each report type in the My reports tab. To run a saved report click on its Run button.

To remove the report from the "My reports" area, uncheck the "In My reports" option.

You can save the reports that you use in the "My reports" section. Go to the reports catalog and check the report's "In My reports" box to add it to the list of your reports.

History

You can see all the reports generated in the History tab. The list of reports has information about their name, type, and run date. To delete a report, select the report from the list and click the Delete button.

Scheduled reports

Under the Scheduled tab, you will see all the scheduled reports. When you add a new report you have the option to run it immediately or schedule it. You can define the time when the report will be executed and if you want it to be generated repeatedly. 

 Scheduled reports will appear under the Scheduled tab.