Reports

 

• Depending on the report type, you can filter the data based on Branch, User type, Audience, Group, Job, etc.
• To filter a report, go to the tab displaying the data you want to filter and click [Filter]
• A pop-up window displaying all available filters for the report will open:

 

 

Apply filters according to the data you wish to see. Note: If you would like to use NOT operators to exclude specific data, click the ‘Show inverse filters’ link at the bottom of the screen.

Once you have finished, click [Submit] to view your filtered report.

 

 

The reporting feature of the Academy allows you to schedule reports from the System, User, and Custom tabs to run automatically and email the results to specific people on a regular basis.

 

To schedule the system report, click on the Reports icon on the dashboard and select the [System] tab. Click the drop-down arrow next to the [Export] button and select ‘Schedule’:

 

 

The system report scheduler will open allowing you to set the date, time, recurrence, and the email address(es) which the report should be sent to:

 

 

Once you have set your preferences, click [Schedule]. An automated email containing a link to the report will be triggered according to the schedule set.

 

To schedule a user report, click the [User] tab and select the user you want the report on. Click the drop-down arrow next to the [Export stats] button and select ‘Schedule’:

 

 

As with the System report, a report scheduler window will open allowing you to set your preferences for the schedule.

 

To schedule a custom report, follow the steps described to create a custom report. At the bottom of the screen, in the ‘Scheduled Export’ section, set ‘Enabled’ to Yes. You can then choose the date/time for the report to be scheduled, frequency (in hours) and email address(es) it should be sent to. Click [Save].

 

 

 

You can use the Reports area of the Academy to carry out mass actions on users and courses.

 

To apply a mass action to your users, go to the [Users] tab of the reports area and click the [Mass actions] button.

 

 

All mass actions available are listed in the drop-down:

 

• Enrol to course
• Un-enrol from course
• Add to group
• Remove from group
• Deactivate
• Activate
• Archive

 

Note: The mass action will apply to all users displayed on screen. To apply the mass action to a subset of users, first apply a filter to your report. The mass action will apply to the data that results from the filter applied.

 

Select the mass action you wish to carry out. A pop-up confirmation message will appear with any relevant options (depending on the mass action selected), such as which course to enrol the users on, and so on. Select your preferences where relevant and click [Submit].

 

 

To apply a mass action to courses, go to the [Courses] tab of the reports area and click the [Mass actions] button.

 

 

All mass actions available are listed in the drop-down:

 

• Add to group
• Remove from group
• Add to branch
• Remove from branch
• Add to audience
• Remove from audience
• Add to job
• Remove from job
• Deactivate
• Activate
• Reset user progress
• Revoke user certificates
• Archive

 

Note: The mass action will apply to all courses displayed on screen. To apply the mass action to a specific course, or subset of courses, first apply a filter to your report. The mass action will apply to the data that results from the filter applied.

 

Select the mass action you wish to carry out. A pop-up confirmation message will appear with any relevant options (depending on the mass action selected). Select your preferences where relevant and click [Submit].

 

 

To create a customised report in the Academy, click on the Reports icon on the dashboard and select the [Custom] tab.

 

A list of existing custom reports will display. Click [Create].

If you do not have any custom reports set up, click the ‘Create your first report’ link.

 

• Report’s Title: This field is mandatory. Please do NOT use the characters / or \ in the report name otherwise the notification will not work.
• Output: Select the fields you want included in the report
• Rules: You can optionally apply one or more rules to define specific data to be captured by clicking [Add rule] and selecting a rule from the drop-down list. To add more rules, click [Add rule] and repeat the process until you have entered all required rules. Note, if adding more than one rule, you can use the AND/OR logic operators between each rule
• Scheduled Export / Enabled: Select ‘Yes’ from the drop-down list if you wish the report to be emailed on a regular basis to you and/or other users. See scheduling reports.

 

 

Once you have finished, click ‘Save’ to save your customised report and view the results.

 

All custom reports are stored in the [Custom] tab. You can edit, export, or delete any of your custom reports using the icons in the ‘Operations’ column.

 

 

 

New in Academy v2.3.4, you can now display information from the Reports section in an "infographic" format.

 

Within the [Reports] section, click the [Infographics] tab. A list of any infographics already created in your branch will appear:

 

 

You can edit any existing infographic by clicking its [Edit] button - or create a new one by clicking [Create]

 

Every infographic must have a unique name. You must also select which branch the infographic will report. Ticking the "Include sub-branches" box will include the selected branch and ALL sub-branches.

 

 

Once you have created your infographic, you're ready to start choosing what information to add to it. To do this, click [Add Section].

 

• You must assign the section a name.
  • You must select what type of information to include:
    • Overview will provide summary information about your Academy, e.g. how many courses, learners and branches you have.
    • Insights informs you about general progress from your learners, e.g. how much your users are engaging with the Academy.
    • Training Time provides a graphic view on how much training has been taken, and your most popular courses.
    • Logins shows how many people have logged into the Academy over a selected time period.
    • Course Completions shows the number of instances of each status of course progress (e.g. registered, completed or failed).
    • Tests / Assignments shows the completion and pass rates of tests (quizzes) and assignments
    • Gamification shows overall gamification stats, including the leaderboard.
  • When you select a type, you must then choose what information is displayed for that type. For example, if you choose tests, you must choose whether you want to include test attempts or average test scores.

 

To view the infographic itself, click its [View] tab.

 

 

On this screen, you can also click [Export] to save a .png copy to your computer.

 

Note: Any infographics you create can be seen and edited by other administrators.