Reporting & Data

Custom Reports: Creating, Editing, Scheduling And Sharing

May 15, 2024 fidmkbwpl

Use this guide to create custom reports, edit report settings, schedule them to be emailed, and share them with other TAs at your institution. Contents Accessing The Reporting Panel Und

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Custom Reports: Creating, Editing, Scheduling And Sharing

Use this guide to create custom reports, edit report settings, schedule them to be emailed, and share them with other TAs at your institution.

Accessing The Reporting Panel

  1. Log in to your account on learn.ue.org.
  2. Click Run Reports on the Admin Homepage or from the Data & Analytics section of the left navigation menu.

Understanding Available Report Types

Begin by selecting the report type that best matches the information you need.

Report Type Use When You Need To
Users – Courses Generate a list of users and their enrollment status (enrolled, in progress, or completed) in one or more courses.
Users – Learning Plans Generate a list of users and their progress in one or more learning plans.
Courses – Users Review overall enrollment and completion trends within a course.
Users Pull learner account and profile information.

Creating A Report And Configuring General Properties

  1. Click the plus sign in the upper-right corner.
  2. Select the report type you want to create.
  3. Click NEXT.
  4. Enter a descriptive report name.
  5. Configure any available report-level settings.
  6. Click CREATE AND EDIT.

Sharing Report Access With Other Power Users

You can provide report access to other Training Administrators and Limited Training Administrators from the General Properties tab.

Important

Sharing report access allows another administrator to view and manage the report. They will not be able to edit the report directly, but they can duplicate the report and then edit that copy.

Configuring Report Filters

Filters determine which records appear in the report. The available filters vary depending on the report type selected.

Common Filters

The following examples show common filter configurations.

To View Configure These Filters
A specific group of learners Users → User Selection → Custom Selection
A specific course, set of courses, or learning plan Courses → Course Selection → Custom Selection
Learners enrolled during a specific timeframe Date Options → Enrollment Date → Select Date
Learners who completed the course Enrollment → Course Enrollment Status → Select Completed Only
Learners who have not completed the course Enrollment → Course Enrollment Status → Select Enrolled And In Progress

Configuring Report View Options

View options determine how report results are displayed and which information is included.

Option Purpose
Columns Choose which fields appear in the report.
Sorting Control the order in which results appear.
Grouping Organize similar records together.

Scheduling Report Delivery

  1. Open the report you want to schedule.
  2. Click SCHEDULE.
  3. Enable scheduling for the report.
  4. Select the report frequency.
  5. Enter recipient email addresses. Reports can be sent to any valid email address, regardless of whether the recipient has an account in the Learning Portal.
  6. Press Enter after each email address.
  7. Click SAVE CHANGES.

Previewing And Exporting Report Results

  1. Click the Preview Tab to view the report in the browser.
  2. Click the Export button in the top-right corner to export the report as an Excel or CSV file.
  3. The file will process in the background and you will receive an email when the report is ready for download.  You can also monitor the progress of the file in the Background Jobs area.

Getting Help From UE

If you are unsure how to complete this process, contact the UE Learning Enablement Team at launch@ue.org.

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