Reporting & Data Management

Creating Custom Reports & Scheduling Reports

May 15, 2024 fidmkbwpl

This guide provides step-by-step instructions on how to create custom reports and schedule them for regular delivery. It explains how to navigate to the reporting section, create a new custom report,

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Creating Custom Reports & Scheduling Reports

This guide provides step-by-step instructions on how to create custom reports and schedule them for regular delivery. It explains how to navigate to the reporting section, create a new custom report, name it, and select the type of report. It also covers scheduling options, including setting the frequency and entering recipients’ email addresses. Additionally, the guide explains how to edit existing reports and save changes.

 

Accessing the Reporting Panel

1. Login to your account on learn.ue.org.

2. Click “Run Reports”

Creating Custom Reports

Tip: In your learning platform, you can create custom reports to view and analyze specific information about courses, users, training material or apps that you’ve activated. You can also schedule when to send a custom report so that it will be automatically sent via email, and view a preview of the report that you created and configured.

Your report data is refreshed in the background every hour. The refresh process takes around 15 minutes (this might slightly vary depending on the amount of data on your platform). While the data is being refreshed, you can keep previewing and exporting reports. Once the refresh process has ended, reports will return data of the previous hour.

3. Click the Plus sign in the upper-right corner to create a new custom report.

4. Select the type of report you would like to run.

5. Click “NEXT” to proceed.

6. Click the “Name*” field.

7. Give your report a descriptive name.

8. Click “CREATE AND EDIT”

Scheduling Reports

9. Click “SCHEDULE” to schedule your report to be sent out to any valid email address on a regular cadence.

10. Click, “Enable scheduling for this report,” to enable scheduling options.

11. Set the frequency of the report and enter the recipients’ email addresses in the “Email addresses*” field.

Alert: Press enter on your keyboard after you enter a recipient’s email address.

12. Click “SAVE CHANGES” to save your scheduled report.

Editing a Report

13. From the Reporting Menu, click “CUSTOM REPORTS BUILDER” to view your custom reports.

14. Click on the “…” to open up the menu.

15. Click “Edit” to edit your report.

16. Click “SAVE CHANGES” when you’re done updating your report.

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