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Creating a Course completion report

  • Updated

The report builder is a report creation tool that allows for a variety of data to be pulled from all areas of the application.

Required role: Site admin, Admin

Creating a Course completion report

  • To start building a report, go to Reports > Reports and select Create report.
  • Name: What would you like to name this report?
  • Description: If someone were to look at the information found in this report - i.e. Who has completed their GDPR training?
  • Reporting area: Select the type of report you need - in this case Course Completion

  • Select columns: Select the data you need in your report, where each column is a separate data field, e.g. learner name, learner email, course name, enrolment date, enrolment state and completion date.

    • Note: If you select the Completion date, you are advised to select the Enrolment state. This way, you can filter for course withdrawals and course completions.

  • Arranging columns: The selected columns will appear on the right-hand side of the page, where the top of the list will be the first to appear on the report, and the bottom of the list is the last column. You can drag and drop the columns into the preferred order for the report output.
     
  • Applying filters: Filters can be applied to the report to return data for a specific person, course, date range, etc.
    • Text filters: If the data type is text-related, you can either filter through the exact text by selecting Equals under Filter type or filter through data that contains a text value by selecting Contains.  Type the text you wish to filter by in the Value text field.



    • Date filters: If the data type is date related, you can filter through an exact date by selecting Equals under Filter type, or, filter through a date that is after or before a selected date by selecting Greater than or Lower than, or, filter between a set of dates by selecting Between.
      For scheduling, you may prefer to choose In the last to get a report based on relative dates, e.g. completions within the last month.
      Once the filter type is selected, use the date picker to select the date or dates, then click 'Confirm.'

    • Completion Type Filters: This filter enables a report to include or exclude data from Form LMS or External sources. Thus, you can create reports containing only Form or external data. This is especially useful when migrating into Form LMS and needing to exclude historical data from old LMS's. 
  • Saving a report
    • You can choose one of the following options when saving a report
      • Save and run - create and run reports on screen with a single click, maintaining the quick single-click functionality you're used to.
      • Save changes – save any changes to your report settings, report name or description without re-running the report, streamlining the editing process.
      • Generate CSV—This option allows you to Generate CSV files directly, enabling quick access to data insights without saving or running the report on screen. It is also useful for verifying your report settings before saving or scheduling.
      • Schedule report—You can now schedule a report directly from the report creation page, making it more convenient to create and schedule a report.

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