Steps to Generate Custom Course Reports

Published:

3 mins read

Your course reports provide insightful learner data and visually appealing dashboards. If the default reports don’t meet your needs, you can create a custom course report to define exactly what data is included.

Step 1: Access Course Reports

Step 2: Create a Custom Report

Select a test from the field, and click on 'Create Custom Report' to open the report wizard.

Step 3: Expand Report Options

Use the global 'Expand/collapse' icon or expand/collapse individual row items to manage the available report sections.

Step 4: Select Users and Columns

Choose one or more 'Users', 'Groups', and specific 'Columns' that you want to display in your custom test report.

Step 5: Apply Enrollment Expiry Filter

Never Expired – Displays learners whose enrollment never expires.
Expiring On – Displays both learners whose enrollment has already expired and those whose enrollment will expire in the future (based on the selected date).

You can also customize reports further by selecting a specific date.

Step 6: Export Report

If needed, 'Export' your custom report to a file for further analysis.

Step 7: Submit the Report

After finalizing your options, click 'Submit'. A new table with the selected data will be displayed.

Step 8: Save the Report

Click on 'Save Report', give your report a name, and then save.

Step 9: Access Saved Reports

You can view saved reports anytime by selecting 'Custom Report' from the dropdown menu and choosing from the list of saved reports.

To generate a new one, click 'Create Custom Report' and follow the steps in the Report Wizard again.

Editing the Report Name

With the enhanced Enrollment Expiry filter, you now have the flexibility to track learners with permanent access or those whose enrollment is set to expire, giving you deeper insights and better control over your course reporting.

Was this article useful?

Dislike