This article provides information and guidance on a portion of the Absorb LMS Admin Experience that is now upgraded to the refreshed Admin Experience (AE).
Please visit our Absorb Admin Refresh Checklist article for more details about what is available with the free Absorb Admin Experience upgrade.
- Please note that this article does not focus on a specific Report; instead, this article covers the features and tools found for reports using the refreshed Admin Experience interface.
Filter & Refine
The Filter & Refine buttons help you quickly organize data by applying rules to include or exclude information based on different data points.
- Filter: Filter choices mirror the available report columns making it easy to narrow or expand results.
- Refine: Use the Refine option to pinpoint information to a set of criteria, such as a specific completion date, for example.
The default view of the Users Report only shows "Active" Users. You will need to update the report filter to include Status = "Inactive" for historical data to be included in report results.
The Admin Filter Suggestions may appear at the top of your report or Administration page, displaying commonly used filters. These Filter Suggestions are automatically generated based on how report filters are being used across the LMS. These filters will not apply to the data within the report, unless the Admin chooses to apply them. The Admin would simply apply the filter by clicking on the + sign, which will convert the suggestion into a standard filter and then generate more suggestions.
Clicking within the filter suggestion, will allow the Admin to adjust the value automatically populated. For instance, the Admin could change it from Active to Inactive, if they wanted to see Inactive Users versus the Active Users in the data. The more Admins use a particular filter on a report within the LMS, the more likely that filter will appear as a suggestion.
Things to Know
- Not all Reports or Administration pages will offer filter suggestions.
- Filter Suggestions will still display when an Organization Default is set.
- Filter Suggestions will not display if there is a Default Report Layout set for the Report page or Administration page. They will still display, if your Saved Layout is not defaulted and can be selected once on the page.
- Filter Suggestions will only display if there are more than 20 items in your Report or Administration page.
Report Action Toolbar
Located directly beneath the Filter & Refine section, the Report Actions toolbar offers processing options to the entire Report, based on the current layout used.
Important Note: Only changes that have been saved as part of a saved Report Layout can be shared, scheduled, or set as the Organization Default (layout).
|Share Report||Share the Report with LMS system Groups.|
|Set Organization Default||This option is only available and visible to System Admins. An Organization Default layout will retain the selected Report Columns but not applied filters. Learn more here.|
|Pin Report||Selecting this icon will Pin this report as a favorite, so the Admin can easily access it from the Pinned Reports option on the Admin Menu. When selecting the report from the Pinned Reports menu, it will take you directly to the Report page or the Saved Layout that was pinned as a favorite. Multiple Saved Layouts can be pinned for each report.|
|Report Layout||Saves the current Report Layout configuration.|
|Generate Report File||
Export the report results as an Excel or CSV file type. The Excel or CSV file can be emailed or saved to the Generated Report page within the Setup menu. You can customize your Generated Report email message in Setup > Message Templates.
Note: If you adjust your personal view of an existing Report Layout, those adjustments are applied to the Report File export you generate.
|Print Report||Opens a modal with local print options for your device.|
|Schedule Report||Configure rules to have the system automatically e-mail a Report directly to individual e-mail addresses, LMS system Groups, or a combination of both options.|
Use the Display Columns menu to show or hide specific report data. Column information can be further configured by using the Column's Filter tool.
Note: Available display columns will match the listed Filter & Refine column options.
Actions Mass Actions
After you have generated a report, administrative action options will become available on the right-hand frame of the page. This menu is context-sensitive and will change depending on the report and content selected.
Learn more about specific Report Actions & Mass Actions:
Report pagination controls help you quickly navigate between result pages.
Items Per Page: Click this field to open a menu to select how many items to display per page. The default value is 20 Items Per Page.
When you select a Report Action or navigate away and return to a Report, Items Per Page will return to the default value.
The Admin Refresh experience introduces a new message on the Report grid footer to notify you of the time zone data is being displayed. Learn more by visiting the Overview of the Time Zone Selector article.