To create a custom report, log in as an administrator, and from your Administration dashboard, visit Reports. Here, select the tab Custom (1).
You shall see a tabular list of all available custom reports, or if you do not have any custom reports set up yet the following screen.
Clicking to set up a new custom report will get to you the Custom Report Create page.
Initially, you need to provide a title for this report (2). This field is mandatory. The next mandatory field that you need to provide is the Output information (3). This field contains information that you might want to report on. Select the information to be produced for each user. Information related to progress will produce as many entries as the assignments of the courses per user.
This field contains information that you might want to report on. Select the information to be produced for each user. Information related to progress will produce as many entries as the course's assignments per user.
Next, you can add rules (4) to better narrow down your report. Select the rules that will define what data is going to be included in your report. After selecting a rule you can specify it further (5).
You can add more than one rule, which you can later remove if you do not need it anymore, and while adding new rules you can define the relation this new rule has to the previous one (6) (meaning a logical relation of AND or OR).
Course, Curriculum, and Certification rules include a date field (7). You can specify a date range (8) in which the learner has completed a course/curriculum or was awarded a certificate, or you can specify the number of days, weeks, or months (9) relative to today’s date.
| Note: The week starts at 12:00:00 AM on the first day of the week set in System settings > Date & Language > 1st Week Day that started X weeks before the current week and continues up to 11:59 PM on the last day of the week before the current week. Similarly, the month starts at 12:00:00 AM on the first day of the month that started X months before the current month and continues up to 11:59 PM on the last day of the month before the current month. |
Finally, you can select whether you want this report to be executed periodically or not and set up a schedule for it.
To set up a schedule for the report you will need first to enable the Scheduled report option (10) and then define when the report is going to run and what is the interval for your schedule. You can specify a list of custom recipients for the scheduled report by email.
When you are done, click save and you will be presented with the list of users that comply with the rules you have set up and export them to Excel.
If you want the recipients to download the report without having to log in, go to System settings (11) > Security (12) and enable the option Enable custom report download without signing in (13). This way, recipients will download the report directly from their inbox.
