How to create a report

Permissions needed:

1. Select the Management Console tab > Management information > Create a new report

2. Select the report type (or view common report types to help decide). The filters will change based on your choice. For this example we’ll choose a common report: Learning path activity
​3. Select the report format (options below may change depending on the report type:
4. Select the Population. Options are: Current users, Archived users, All users

5. Select the date field to choose the time period for the report data. Leave blank for a real-time report that gives you data at the time you create the report:
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1. Select a tab to decide what data to include:
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1. Select this tab and:

- Tick to select and deselect user attributes to display in the report

- Tick to select and deselect additional data to display in the report

2. Select how to group the report
3. Select how to order the report
4. Select Run report or choose to save as a new report
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Select this tab to run reports on:

1. Tick the box next to the domain type

2. To add a specific domain, select a domain in the Non Selected Items box (to choose multiple domains that aren’t next to each other, press CTRL/CMD and select the domains). To choose all domains next to each other, select the first, then press SHIFT and select to choose the last
3. Select Add to selected items​

4. Select Run report to view or download (depending on the format) the report. To start again, select Clear​

5. You can also save the report as a new report definition.

Enter a name, and select either:

6. Then select Save report definition:
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1. Select this tab to choose up to three user attribute filters. Then choose whether each one is In, Not In, Like, Not Like
2. To view results of each filter, select View all
3. You can use 3 from and to date filters. Select in the empty field to filter by:

4. You can also save the report as a new report definition.

Enter a name, and select either:

5. Then select Save report definition.

Using course libraries to assign your training? Select this tab to filter reports based on users in different Audience Groups

1. Select the dropdown to choose either users who are:

2. In the Non Selected Items box, select an audience. To choose multiple audiences that aren’t next to each other, press CTRL and select. To choose all audiences next to each other, select and press SHIFT

3. Select Add to Selected Items:
4. In the Selected Items box, choose which items to include in the report and select Run report

5. You can also scroll further down and save the report as a new report definition.

Enter a name, and select either:

Then select Save report definition:

Select this tab to choose learning paths for reporting on specific training assignments:

1. Select the report type (or view common report types to help decide). The filters will change based on your choice. For this example we’ll select a common report: Learning path activity

2. Select the report format (options below may change depending on the report type)

​Drill Down (HTML): Opens the report in a new window for you to explore. This includes the option to download in Excel or as PDF
​Excel downloads automatically
​PDF downloads automatically
​CSV downloads automatically​
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3. Select the Population. Options are: Current users, Archived users, All users:
4. Select the date field to choose the time period for the report data. Leave blank for a real-time report that gives you data at the time you create the report

5. Now it’s time to select and filter data for the report. Select the Assignments dropdown to choose the assignment type

6. In the Non Selected Items box, select an assignment. To choose multiple assignments that aren’t next to each other, select and press CTRL/CMD. To choose all assignments next to each other, select and press SHIFT:
​7. Select Add to Selected Items:
8. In the Selected Items box, select what to include in the report. To bring in live learning paths only, leave this blank:
9. Select the Category filter dropdown to choose the categories to include:
10. Select the deadline filter dropdown to choose on, on or after, on or before, after, before
11. Select the date filter to either include assignments by:

12. Select Run report

You can also save the report as a new report definition.

Enter a name, and select either:

Then select Save report definition