Good data enables organizations to establish thresholds, measurable objectives, and targets that will aid in the advancement of their business. Absorb wants to facilitate your ability to retrieve your data and create Custom Reports that will answer your inquiries about the LMS.
Analyze Essentials allows you to build a Custom Report from the bottom up: you'll be able to choose from a curated set of fields , add filters that’ll refine your report data, and schedule the delivery of your report. You can also preview your Custom Report during the creation process and generate a Custom Report on demand.
Accessing Analyze Essentials
You can access Analyze Essentials through the Admin Interface via the following steps:
- Confirm you are on the Admin Interface.
- Select the Reports
button from the left hand side. The Reports menu will expand.
- Select Analyze Essentials from the menu. You will land on the Custom Reports page.
Custom Reports Page
The landing page of Analyze Essentials displays the Custom Reports you have defined. Here you will see Custom Reports if you have created any, as well as Actions on the right hand side. Each of the reports are showcased inside the Custom Report Grid.
Custom Report Grid
The pagination of the grid is customizable; however, the data columns are not customizable. This means column resizing or rearranging is not available for the Custom Report Grid.
Search
The Custom Reports Grid results can be refined via search.
For example, if you want to refine the grid to display Custom Reports that contain the word ‘course’, enter the word into the search bar. The report will automatically return results with ‘course’ in the Custom Report name.
Custom Report names do not have to be unique, however, custom report ID is a unique identifier.
Data Fields on the Custom Report Page
When viewing Custom Reports the Custom Report Grid will showcase the following fields across the columns in the grid:
| Date Column | Description |
| Name | This column displays the Name provided on the Add / Edit Report page. |
| Schedule | This column displays the schedule frequency that was configured in the Add/Edit Report page. |
| Date Added | This column displays the Date and Time a Custom Report was created. |
| Date Edited | This column displays the Date and Time a Custom Report was last edited. |
| Custom Report ID | This column displays the Unique Identifier for the Custom Report. |
Sort Order
Sorted by the Date Edited column where the most recently edited custom report is at the top.
If you click the arrow next to Date Edited you can change whether the sort order of the Custom Reports is Ascending or Descending.
Actions
Administrative actions can be performed on the Custom Reports Grid. The Actions menu is displayed on the right-hand side of the page. This menu is context-sensitive, so the options for Actions and Bulk Actions that are available will change depending on the content you are selecting.
Default Actions
The actions listed in the table below are available by default (no rows selected)
| Action Menu Option | Description |
| Add | Click to create a new Custom Report. |
| View Generated | Click this button to view a grid of your generated Custom Reports. |
Context Actions
The actions listed in the table below can be applied to a single row item.
| Action Menu Option | Description |
| Edit | Click to Edit a Custom Report |
| Generate | Click this button to generate the selected Custom Report. |
| View Generated | Click to view your Generated Custom Reports automatically filtered for the Custom Report that you’ve selected. |
| Delete |
Click this button to delete the selected Custom Report. Important: Custom Reports are permanently removed from the LMS and can not be recovered. |
| Deselect | Click this button to clear current selections. |
Mass Context Actions
The actions listed in the table below can be applied to multiple items at a time.
| Action Menu Option | Description |
| Delete |
Click this button to Delete the selected Custom Reports. Important: Custom Reports are permanently removed from the LMS and can not be recovered. The associated generations will not be deleted when you Delete the Custom Report. |
| Deselect | Click this button to clear current selections. |
Creating a Report
Navigate to the Analyze Essentials Custom Reports page and select Add from the right hand side Actions bar. You will be taken to the Add Report page.
Add Report Page
The minimum requirements for a Custom Report are a Name, a Data Source and at least one Data Field. This information can be added on the Add Report page. The Add Report page has the same layout as the Edit Report page. The only exception being that the Add Report page indicates the Custom Report has not yet been Saved.
The Add Report page is broken down into four sections. These sections are: General, Data, Filters and Schedule. On the right hand side of the page is the Actions menu.
General Section
The first section of the Add Report page which when expanded features two required fields. These fields are Name and Data Source.
- Name: The title or identifier you would like to give your Custom Report.
-
Data Source: A Data Source is a logical set of LMS data based around a reporting area. For example, the Course Enrollments Data Source provides access to data focused on course enrollments, departments, users, and courses. The Data Source filters your data so that the report will focus on the Data Source selected.
- An example of a Data Source would be Course Enrollments. At this time Course Enrollments is the only utilized Data Source.
Data Section
The second section of the Add Report page features two columns with multiple options when expanded. These columns are Available Fields and Selected Fields. In the Data section you will be able to examine and select specific Data Fields to add to your Custom Report.
Data Fields
When building a Custom Report you will be able to select from multiple Data Fields dependent on your Data Source. In addition to these Data Fields you may also use User Custom Fields. The following Data Fields are available to be used in your reports:
Data Fields
| Field | Description | Data Sources(s) |
| Course Enrollment: ID | Unique identifier of the course enrollment | Course Enrollments |
| Course Enrollment: Enrollment Key ID | Enrollment Key identifier of the course enrollment | Course Enrollments |
| Course Enrollment: Type | The type of course enrollment | Course Enrollments |
| Course Enrollment: Status | The current status of the course enrollment | Course Enrollments |
| Course Enrollment: Is Historic | True if the course enrollment is historic | Course Enrollments |
| Course Enrollment: Enrollment Method | The method used to create the course enrollment | Course Enrollments |
| Course Enrollment: Un-enrollment Type | The method used to unenroll the learner | Course Enrollments |
|
Course Enrollment: Date Started |
Date the course enrollment started | Course Enrollments |
| Course Enrollment: Date Completed | Date the course enrollment was completed | Course Enrollments |
| Course Enrollment: Date Expires | Date the course enrollment expires | Course Enrollments |
| Course Enrollment: Is Expired | True if the course enrollment is past the expiration date | Course Enrollments |
| Course Enrollment: Days Until Expires | Days until the course enrollment expires | Course Enrollments |
| Course Enrollment: Date Marked Historic | Date the course enrollment was marked historic | Course Enrollments |
| Course Enrollment: Access Date | Date the course enrollment could be accessed | Course Enrollments |
| Course Enrollment: Date Due | Date the course enrollment is due | Course Enrollments |
| Course Enrollment: Is Overdue | True if the course enrollment is past the due date | Course Enrollments |
| Course Enrollment: Days Until Due | Days until the course enrollment is due | Course Enrollments |
| Course Enrollment: Electronic Signature Date | Date the electronic signature for the course enrollment was captured | Course Enrollments |
| Course Enrollment: Date Imported | Date the course enrollment was imported | Course Enrollments |
| Course Enrollment: Date Un-enrolled | Date the user was unenrolled from the course | Course Enrollments |
| Course Enrollment: Is Historical Import | True if the course enrollment is a historical import | Course Enrollments |
| Course Enrollment: Accepted Terms & Conditions | True if the user accepted the terms and conditions of the course | Course Enrollments |
|
Course Enrollment: Credits |
The credits earned for the course | Course Enrollments |
| Course Enrollment: Progress | Percentage of the course the user has completed | Course Enrollments |
| Course Enrollment: Score | Achieved score of the learner for the course | Course Enrollments |
| Course Enrollment: Time Spent (min) | Total time spent by the learner on the course in minutes | Course Enrollments |
| Course Enrollment: Number of Times Accessed | Number of times the course enrollment was accessed | Course Enrollments |
| Course Enrollment: Date First Accessed | Date course enrollment was first accessed | Course Enrollments |
| Course Enrollment: Date Last Accessed | Date course enrollment was last accessed | Course Enrollments |
| Course Enrollment: Course Version | The course version tied to the course enrollment | Course Enrollments |
| Course Enrollment: Course Version Notes | The notes for the course version tied to the course enrollment | Course Enrollments |
| Course Enrollment: Added By | Full name of user who last added the record | Course Enrollments |
| Course Enrollment: Edited By | Full name of user who last made an edit to the record | Course Enrollments |
| Course Enrollment: Date Added | Date record was first added | Course Enrollments |
| Course Enrollment: Date Edited | Date record was last edited | Course Enrollments |
| Course: ID | Unique identifier of the course | Course Enrollments |
| Course: Type | Type of course | Course Enrollments |
| Course: Name | Name of the course | Course Enrollments |
| Course: Description | Description of the course | Course Enrollments |
| Course: Status | The course's status (i.e. active or inactive) | Course Enrollments |
| Course: Language | Language of the course | Course Enrollments |
| Course: Tags | List of tag names assigned to the course | Course Enrollments |
| Course: Completion Type | The configured completion method for the course | Course Enrollments |
| Course: Show Terms & Conditions | True if Terms and Conditions are shown to the learner | Course Enrollments |
| Course: Pace Progress | True if users will be required to complete one chapter before they are able to access the next | Course Enrollments |
| Course: Proctor Enabled | True if the course is set to be proctored | Course Enrollments |
| Course: Proctor Type | The type of admin that is required as the proctor | Course Enrollments |
| Course: Locked Department ID | The Unique identifier of the locked department | Course Enrollments |
| Course: Self Enrollment Type | The set of users allowed to self enroll in the course | Course Enrollments |
| Course: Automatic Enrollment Type | The set of users auto enrolled in the course | Course Enrollments |
| Course: Approval Type | The type of user configured to approve enrollments to the course | Course Enrollments |
| Course: Enable E-Commerce | True if the course is enabled for E-commerce | Course Enrollments |
| Course: Allow Public Purchase | True if the course is publicly available for purchase | Course Enrollments |
| Course: Require Learner to Choose Session Upon Purchase | True if the purchase of the course requires the user to attend a session | Course Enrollments |
| Course: Certificate Enabled | True if a certificate is provided after passing the course | Course Enrollments |
| Course: Certificate URL | Certificate URL | Course Enrollments |
| Course: Certificate Custom Title | Custom title of the certificate | Course Enrollments |
| Course: Certificate Expiry Type | The type of certificate expiration date or timeframe configured for the course | Course Enrollments |
| Course: Certificate Expiry Date | Expiry date of the certificate | Course Enrollments |
| Course: Allow Re-enrollment | True if a learner is allowed to re-enroll in the course | Course Enrollments |
| Course: Re-enrollment Type | The type of re-enrollment timeframe configured for the course | Course Enrollments |
| Course: Re-enroll Automatically | True if a user will be re-enrolled automatically | Course Enrollments |
| Course: Allow Failure | True if the course is marked as failed if the learner does not achieve a passing grade | Course Enrollments |
| Course: Allow re-enrollment on failure | True if re-enrollment is allowed after a learner fails the course | Course Enrollments |
| Course: Access Date | Date learners can access the course | Course Enrollments |
| Course: Expiration Type | The type of course expiration date or timeframe configured for the course | Course Enrollments |
| Course: Expiry Date | Date course expires | Course Enrollments |
| Course: Due Type | The type of date or timeframe configured for the course due date | Course Enrollments |
| Course: Due Date | Due date of the course | Course Enrollments |
| Course: Category ID | List of category Unique identifiers assigned to the course | Course Enrollments |
| Course: Category Name | List of category names assigned to the course | Course Enrollments |
| Course: Mandatory Course | True if the course is mandatory | Course Enrollments |
| Course: Featured Course | True if the course is featured | Course Enrollments |
| Course: Mobile App Enabled | True if the course can be used in the mobile application | Course Enrollments |
| Course: Enable Course Evaluation | True if the course allows for learner evaluation | Course Enrollments |
| Course: Evaluation Required | True if the learner evaluation of the course is required | Course Enrollments |
| Course: Evaluation Can be Taken at Any Time | True if learner evaluations can be taken at any time | Course Enrollments |
| Course: Enable Course Rating | True if the course allows for learner ratings | Course Enrollments |
| Course: Audience | Audience of the course | Course Enrollments |
| Course: Goals | Goals of the course | Course Enrollments |
| Course: External ID | External identifier of the course | Course Enrollments |
| Course: Vendor | Vendor of the course | Course Enrollments |
| Course: Company Cost | Company cost of the course | Course Enrollments |
| Course: Learner Cost | Learner cost of the course | Course Enrollments |
| Course: Company Time | Company time of the course | Course Enrollments |
| Course: Learner Time | Learner cost of the course | Course Enrollments |
| Course: Notes | Notes of the course | Course Enrollments |
| Course: Average Rating | Average rating of the course | Course Enrollments |
| Course: Partner Type | The type of partner configured for the course | Course Enrollments |
| Course: Course Visibility | The set of admins that are able to view the course | Course Enrollments |
| Course: Added By | Full name of user who last added the record | Course Enrollments |
| Course: Edited By | Full name of user who last made an edit to the record | Course Enrollments |
| Course: Date Added | Date record was first added | Course Enrollments |
| Course: Date Edited | Date record was last edited | Course Enrollments |
| Department: ID | Unique identifier of the department | Course Enrollments |
|
Department: Name |
Name of the department | Course Enrollments |
| Department: Description | Description of the department | Course Enrollments |
| Department: Parent ID | Unique identifier of the department's parent | Course Enrollments |
|
Department: External ID |
External identifier of the department | Course Enrollments |
| Department: Company Name | Company name of the department | Course Enrollments |
| Department: Email Address | Email address of the department | Course Enrollments |
| Department: Phone Number | Phone number of the department | Course Enrollments |
| User: ID | Unique identifier of the user | Course Enrollments |
| User: First Name | First name of the user | Course Enrollments |
| User: Middle Name | Middle name of the user | Course Enrollments |
| User: Last Name | Last name of the user | Course Enrollments |
| User: Full Name | Full name of the user | Course Enrollments |
| User: Username | Username of the user | Course Enrollments |
| User: Email Address | Email address of the user | Course Enrollments |
| User: Status | The current status of the user | Course Enrollments |
| User: Date Inactivated | Date the user became inactive | Course Enrollments |
| User: Is Learner | True if the user is a learner | Course Enrollments |
| User: Is Reviewer | True if the user is a reviewer | Course Enrollments |
| User: Is Instructor | True if the user is an instructor | Course Enrollments |
| User: Is Creator | True if the user is a content creator | Course Enrollments |
| User: Is Admin | True if the user is an admin | Course Enrollments |
| User: User Management Type | Determines the set of users an admin can manage | Course Enrollments |
| User: Address | First address line of the user | Course Enrollments |
| User: Address 2 | Second address line of the user | Course Enrollments |
| User: Country | Country of the user | Course Enrollments |
| User: State/Province | State or Province of the user | Course Enrollments |
| User: City | City of the user | Course Enrollments |
| User: Zip/Postal Code | Zip or postal code of the user | Course Enrollments |
| User: Phone | Phone number of the user | Course Enrollments |
| User: Employee Number | Employee number of the user | Course Enrollments |
| User: Job Title | Job title of the user | Course Enrollments |
| User: Location | Location of the user | Course Enrollments |
| User: Supervisor ID | Unique identifier of the user's supervisor | Course Enrollments |
| User: Supervisor Name | Name of the user's supervisor | Course Enrollments |
| User: Gender | Gender of the user | Course Enrollments |
| User: Date Hired | Date the user was hired | Course Enrollments |
| User: Date Terminated | Date the user was terminated | Course Enrollments |
| User: Language | Language preference of the user | Course Enrollments |
| User: CC Email Addresses | CC email address of the user | Course Enrollments |
| User: External ID | External identifier of the user | Course Enrollments |
| User: Integration External ID | Integration external identifier of the user | Course Enrollments |
| User: Notes | Notes of the user | Course Enrollments |
| User: Accepted Terms & Conditions | True if the user accepted the terms and conditions | Course Enrollments |
| User: Terms & Conditions Date | Date the user accepted the terms and conditions | Course Enrollments |
| User: Synced From Salesforce | True if the user was synced from Salesforce | Course Enrollments |
| User: Synced from ADP | True if the user was synced from ADP | Course Enrollments |
| User: Synced from BambooHR | True if the user was synced from BambooHR | Course Enrollments |
| User: Synced from Namely | True if the user was synced from Namely | Course Enrollments |
| User: Enrollment Key ID | Identifier of the enrollment key, if the user was created through an enrollment key | Course Enrollments |
| User: Date Imported | Date the user was imported | Course Enrollments |
| User: Added By | Full name of user who last added the record | Course Enrollments |
| User: Edited By | Full name of user who last made an edit to the record | Course Enrollments |
| User: Date Added | Date record was first added | Course Enrollments |
| User: Date Edited | Date record was last edited | Course Enrollments |
Available Fields
This section is based on your Data Source and pulls related information for you to select from.
Under Available Fields there will be different expandable sections. When expanding these sections a variety of options will be presented.
If you click one of the options above, you will add it to the Selected Fields column.
Under Available Fields each option will appear alongside a symbol. This symbol indicates the type of data represented by the data field.
| Symbol | Symbol Definition |
| Text Field | |
| Boolean or Binary Field | |
| Date/Time Field | |
| Numeric Field |
Selected Fields
The right hand side column under the Data section. This column will appear empty initially and grow to include each of the Data Fields you have selected from the Available Fields column.
This column features all the Data Fields you want to include in your Custom Report. In this column you can see there is a list of numbers beside the Data Fields. This list corresponds to the position the Custom Report will feature this Data Field. You can change the position of the Data Field by clicking and dragging the button. If you would like to unselect a Data Field you can do so by selecting the
button.
Alternatively if you would like to unselect all of the Data Fields you have selected you can use the Remove All option at the bottom of the column.
Filter Section
When Data Fields are selected in a Custom Report, the report will return all the data relevant to the selected fields. We have added a powerful filtering capability that will enable you to refine your reports with AND/OR logic.
Filtering with AND/OR logic involves using multiple conditions to select specific items from the available options.
- AND Operator: Filtering with AND is restricted. With this method, all conditions must be met for an item to be included in a result. If a requirement of the filter is not met, an item will not become available.
- OR Operator: Filtering with OR is flexible. The OR operator is used to combine conditions where at least one condition must be true for an item to be included in the result. If one condition is not met, but another is, an item will become available.
To use the AND Operator select “Add Filter.”
To use the OR Operator, select “Or +”
Types of Filters
The following filter types are available.
| Filter Type | Description |
| Binary Filter | A Binary filter is used for fields that contain one of two possible values. Example: A User's Status can be Active or Inactive. |
| Boolean Filter |
The Boolean filter is like a Binary filter where there are two possible values but restricted to "Yes" or "No". Example: The Is Overdue? field |
| Conditional Filter |
The Conditional Filter is used for those fields that can contain alphanumeric Filter Values which can be used to satisfy a logical condition. (e.g., User's Last Name Starts With 'Smi'). |
| Date Filter |
The Date Filter is used for those fields that can contain chronological Filter Values. (e.g., '2016-02-10 01:00 PM'). |
| Match Filter |
The Match Filter is used for those Report Columns that can contain alphanumeric Filter Values which can only be filtered to return an exact match. (e.g., Login ID: '63fcc098-e352-405f-821a-707ed8713bf4'). |
| Relational Filter |
The Relational Filter is used for those Report Columns that can contain numeric Filter Values that can be used to satisfy a numerical condition (e.g., Days until due Equals '17'). |
| Selection Filter |
The Selection Filter is used for those Report Columns that can contain a collection of Filter Values that the Admin can make one or more choices from. (e.g., Courses: 'First Aid - Beginner', 'First Aid - Intermediate', 'First Aid - Advanced'). |
| Subset Filter |
The Subset Filter is used for a select number of Reports in Absorb that feature either a department and/or a category column, each of which will also contain a second set of Filter Values that allows for filtering to be carried out on more than one level (e.g. Department And Sub-Departments of 'Finance'). |
Schedule Section
You can distribute a Generated Custom Report. This is especially useful if there are stakeholders, instructors, or office administrators who would find the data valuable.
You can follow these steps to set a Custom Report to automatically be emailed on a scheduled cadence:
- Set the Schedule Status to 'Active'.
- Select the desired Frequency: Daily, Monthly, Weekly or Yearly.
- Enter a list of Email Addresses you would like to send the Custom Report to.
- Select any Groups you would like to send the Custom Report to.
- Once the Custom Report is saved, it will begin to generate as per the selected Schedule Frequency.
Schedule Frequency
When selecting Frequency there are additional options to refine the exact time your Report is Generated. Please advise that Frequency cannot be set to Null. Frequency is single select.
Details on these options are showcased below:
Daily
If your Frequency is set to Daily you will observe the following:
The Time field will become selectable:
-
Time of day (string)
- H:MM XM
Weekly
If your Frequency is set to Weekly you will observe the following:
The Day and Time field will become selectable:
-
Day of week (string)
- Monday, Tuesday, etc
-
Time of day (string)
- H:MM XM
Monthly
If your Frequency is set to Monthly you will observe the following:
The Day and Time field will become selectable:
-
Day of month (string)
- 1st, 2nd, 3rd, etc
- Leap year/months without 31st days will be skipped; there is no fallback.
-
Time of day (string)
- H:MM XM
Yearly
If your Frequency is set to Yearly you will observe the following:
The Month, Day and Time field will become selectable:
-
Month of year (string)
- January, February, etc
-
Day of month (string)
- 1st, 2nd, 3rd, etc
- Leap year/months without 31st days will be skipped; there is no fallback.
-
Time of day (string)
- H:MM XM
Reports over 15MB in size will not be sent to any email recipients. The creator of a Custom Report will receive a link to the LMS that will download the report once they are authenticated. The author will also receive an email notification that the report could not be sent to the recipients due to the file size.
Reports smaller than 15MB in size will be attached to the email sent to recipients. The author will receive a link and a report attachment.
Actions
On the Add/Edit a Report page, on the right hand side will be Actions.
Quick Save
When you click Quick Save, your page will automatically update from the Add Report page to the Edit Report page. Before generating a report the Custom Report definition must be saved.
Preview a Custom Report
Preview provides a quick way to confirm that the layout and data appear as expected while you are configuring your Custom Report. If you select Preview a modal frame will appear which showcases an example of what the report will look like once it is generated.
Generate a Custom Report
This Action allows you to manually create a Generated Custom Report. Once you select this option the LMS will begin processing the Custom Report based on the Selected Fields. If you have set a Schedule for your Custom Report you can still use the Generate Action to receive a copy of your Custom Report at-will.
Edit A Custom Report
Navigate to the Custom Reports page and select a Custom Report, then select the Edit Report Action from the right hand side.
On the Edit Report page you can make changes or modify the Custom Report. Make sure to use the Save action once you have made your changes.
Delete a Custom Report
To delete one or more Custom Reports, navigate to the Custom Reports page and select the Custom Reports you would like to Delete. Click the Delete Action to Delete the selected reports.
Please advise the deletion of a Custom Report is permanent, and deleted Custom Reports cannot be recovered. Previously Generated Custom Reports for a deleted Custom Report will still be available.
Generated Custom Reports Page
The Generated Reports page displays reports generated from your Custom Reports. The grid is composed of static data columns and actionable data rows. It includes details of the status of a Custom Report generation, the date of generation and general information related to the Generated Custom Report.
The pagination of the grid is customizable; however, the data columns are not customizable. Column resizing or rearranging is not available for this grid.
Search
The results showcased on the Generated Reports Grid can be refined via a Custom Report Name Search.
For example, if you want to refine the grid to display Generated Custom Reports that contain the word ‘course’, enter the word into the search bar. The report will automatically return results with ‘course’ in the Custom Report name.
Custom Report names don’t have to be unique, however, the custom report ID is a unique identifier.
Fields
When viewing the Generated Reports page the grid will showcase the following columns:
| Data Column | Description |
| Name | This column displays the Name provided on the Add / Edit Report page. |
| Schedule | This column displays the Schedule Frequency that was configured in the Add/Edit Report page. |
| Status |
This column displays the Status of a Custom Report Generation. *Refresh for the latest Status update. |
| Date Generated | This column displays the Date and Time a Custom Report was generated. |
| Custom Report ID | This column displays the unique identifier for the Custom Report. |
Sort Order
Sorted by the Date Generated column where the most recently Generated Custom Report is at the top.
If you click the arrow next to Date Generated you can change the sort order of the Custom Report to Ascending or Descending.
Actions
Administrative actions can be performed on the Generated Reports Grid. The Actions menu is displayed on the right-hand side of the page. This menu is context-sensitive, so the available options for Actions and Mass Actions will change depending on the content you are selecting.
Default Actions
The actions listed in the table below are available by default (no rows selected)
| Action Menu Option | Description |
| Back | Click this button to navigate away from the Generated Custom Report page to the Analyze Essentials landing page. |
| View Generated Custom Report | Click this button to view a grid of your Generated Custom Reports. |
Context Actions
The actions listed in the table below can be applied to a single row item.
| Action Menu Option | Description |
| Delete |
Click this button to delete the selected Generated Custom Report.
|
| Download | Click this button download a copy of the custom report generation. |
| Deselect | Click this button to clear current selections. |
| Back | Click this button to navigate away from the Generated Custom Reports page to the Analyze Essentials landing page. |
Mass Context Actions
The actions listed in the table below can be applied to multiple items at a time.
|
Action Menu Option |
Description |
|
Delete |
Click this button to delete the selected Generations of a Custom Report. Important: Generated Custom Reports are permanently removed from the LMS and can not be recovered. The associated Custom Report will not be deleted when you delete the generation(s). |
|
Deselect |
Click this button to clear current selections. |
|
Back |
Click this button to navigate away from the Generated Custom Report page to the Analyze Essentials landing page. |
Permissions
-
The following default Admin roles will have permission to access this feature when the client portal is enabled. All other admins will need to be granted a role with Analyze Essentials permission to access the tool.
-
System Admin
-
Admin
-
Reporter
-
- The Analyze Essentials permission is located under Reports when creating a Custom Admin Role.