Generate a Report
Overview
The Reports portal allows admin users to generate various reports for analyzing system usage, engagement, and training performance. Reports can be generated for predefined time periods such as Yesterday, This Week, Last Week, Last 2 Weeks, This Month, Last Month, Last 12 Months, All Time, or a custom date range.
Generating General Reports
Locate the Report
Click the Schedule Report or Generate Now button for the specific report you want to generate (e.g., Page Views).
Schedule a Report - Select Date Range
In the pop-up window, choose the desired date range from the Select Date Range dropdown. For example, select All Time to include all data since the system's start.
Schedule a Report - Determine the Report Schedule
Admins can customize report schedules for reports that need to be generated at a later date or on a recurring basis.
In this step, admins can select the start date for the reporting cycle, specify the report generation time, create a recurrence schedule, and configure the recipients who will receive the reports.
Generate Now
To generate a report immediately, click the Generate Now option from the three-dot menu.
A pop-up window will appear, allowing you to specify the report date range, select the desired details and export options, and choose the recipients. Once all options are configured, click the Generate button to begin the process. The time required to generate the report may vary depending on its size.
Access the Report
Once the report has been generated, whether via scheduling or the Generate Now option, it can be accessed via the received notification or from the Files Module.
Generating LMS Reports
For more details on LMS Reporting, click here.
Viewing and Managing Reports
Generated reports can be accessed from the Files module within the User Portal. Click View Report History from the 3-Dot menu associated with a report to redirect to a specific report folder.
Reports can be shared internally or externally with permissions configured from within the Files module.
Notifications
Admins receive alerts via notification feeds and email upon report generation.
To enable/disable notifications:
Go to Admin Portal > Notifications.
Configure the setting for "On completion of the generate report request."
Apply changes.
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