The Learn Hub Report Administrator role is responsible for configuring and running reports that include training-related data. Supervisors who have this role are able to generate and share reports to track training progress of their staff.
This guide provides the recommended processes for the Report Administrators to perform reporting tasks.
Section 1 Reporting in Learn Hub
A Learn Hub Report Administrator can run, create, and configure reports. This section explains how to develop and run reports.
To access the Reports page:
1. Select the Admin Menu gear icon (Exhibit 1‑1: Configure Reports — Admin Menu Gear Icon) to display the Admin Menu page.
Exhibit 1‑1: Accessing the Reporting Page — Admin Menu Gear Icon
2. Select the Reports link from the E-LEARNING section (Exhibit 1‑2: Accessing the Reporting Page — Admin Menu Reports).
Exhibit 1‑2: Accessing the Reporting Page — Admin Menu Reports
In the Reports page, Report Administrators have the option to generate and view several Quick Summary Reports (Exhibit 1-3: Run Reports on Data Criteria — Quick Summary Reports).
Exhibit 1‑3: Run Reports on Data Criteria — Quick Summary Reports
Additional pre-built and organization-wide reports are available on this page to view data related to users, courses, and groups (Exhibit 1-4: Run Reports on Data Criteria — Additional Reports).
Exhibit 1‑4: Run Reports on Data Criteria — Additional Reports
1.1 Run Reports on Data Criteria
To run a report (Exhibit 1-5: Run Reports on Data Criteria — Generate Report):
1. Enter information (user, course, asset, expert, or channel) in the appropriate Search field for the report type.
2. Select the GENERATE button to run the report.
Exhibit 1‑5: Run Reports on Data Criteria — Generate Report
3. Use the Download as PDF or Print buttons (Exhibit 1-6: Run Reports on Data Criteria — Reports Export Options) to export and save the report.
Exhibit
1‑6: Run Reports on Data
Criteria — Reports Export Options
Report Administrators can create custom reports to view and analyze specific information about courses, users, training material, or apps that Report Administrators have activated.
To create a custom report:
1. Select the Admin Menu gear icon (Exhibit 1-1: Configure Reports — Admin Menu Gear Icon) to display the Admin Menu page.
2. Select the New Reports link from the E-LEARNING section (Exhibit 1-8: Configure Reports — New Reports) to display the New Reports page.
Exhibit 1‑8: Configure Reports — New Reports
3. Select the plus icon (Exhibit 1-9: Configure Reports — New Reports Page Plus Icon) to display the Create a New Custom Report pane.
Exhibit 1‑9: Configure Reports — New Reports Page Plus Icon
4. Select the report type (Exhibit 1-10: Configure Reports — Create a New Custom Report Pane) from one of the available categories.
5. Select the NEXT button.
Exhibit 1‑10: Configure Reports — Create a New Custom Report Pane
6. Enter
a name for the report in the mandatory Name field (Exhibit 1-11:
Configure Reports — New Custom Report Details).
NOTE: This field allows special characters.
7. Select the CREATE AND EDIT button.
Exhibit 1‑11: Configure Reports — New Custom Report Details
8. Configure the report by making selections in the Properties, Filters, and View Options tabs (Exhibit 1-12: Configure Reports — Report Configurations).
Exhibit 1‑12: Configure Reports — Report Configurations
9. Select the Schedule tab (Exhibit 1-13: Configure Reports — Scheduling a Report) to schedule the report.
10. Select the Enable scheduling for this report toggle.
11. Enter information in the Schedule this report and add Recipients sections.
a. Enter the frequency for the report to run in the mandatory Every row.
b. Enter the start date of the report in the mandatory From field and select the time from the Start Time drop-down list.
NOTE: If the Report Administrator sets the 31st day of the month in the From field and the following month has only 28, 29, or 30 days, the report will be sent on the last day of the month, even if it is not the 31st.
c. Select the appropriate Time Zone.
d. Enter the email addresses of the report’s recipients and select the Enter key on the keyboard to save the entries.
NOTE: Report Administrators can add up to 25 email addresses in this field.
12. Select the SAVE CHANGES button to save the report.
13. Select the Preview tab to preview the configured report before exporting.
Exhibit 1‑13: Configure Reports — Scheduling a Report
14. Select the export icon to display the report export options (Exhibit 1-14: Configure Reports — Report Export Options).
Exhibit 1‑14: Configure Reports — Report Export Options
15. Select the Custom Reports Builder tab (Exhibit 1-15: Configure Reports — Custom Reports Builder Tab) to return to the report and continue to make changes, as needed.
Exhibit 1‑15: Configure Reports — Custom Reports Builder Tab
Content
Owner: UOC
Version: 100
Date: February 24, 2023