Create a Saved Report

Overview

A saved report is a convenient way to create a quick report using specific search criteria and filters. You can use a saved report to share reporting data related to a specific user group, course, or other target audience with people who would not otherwise have access to reports in the learning environment.

You can create a saved report from either Course reports or User reports. If you are a manager, you can also create a saved report based on your team’s learning records.

Go to Reports

1. Sign in to the learning environment.
2. Click Reports in the left-hand menu.

Create a Saved Report

1. Open Course reports or User reports.
2. Click Search.
3. Select the required search filters for the report.
4. Click Search.
5. Review the report content.
6. Click Save search.

In User reports, you can also use the Display view to select which information is displayed before saving the search.

Share the Report with Users

1. Enter a descriptive name for the report.
2. Click Add users or Add groups, as required.
3. Select the users and/or groups you want to share the report with.
4. Click Save.

View a Shared Report

1. Go to the Reports view.
2. Open Reports targeted to me.
3. Click the name of the report you want to open.

Note

• Give the report as descriptive a name as possible. 
• If a user has not yet signed in to the learning environment, you can create the report in advance and share it with them later.
• If a user does not have any other reporting permissions, they will only see reports that have been shared with them.