How To: Navigating Reports

In Absorb LMS a Report is a visual representation of data in a customizable table. A Report includes columns and rows. These together present information based on different aspects or elements of the Portal. This article breaks down these elements of a Report and how to interact with them.

First, you must select a Report. There are different ways of doing this but the most straight forward is to open a menu and select the intended Report. For the purposes of this article we will look at the Courses Report.

 

Once the Courses Report is open there are a few sections to consider.

  1. The Filter & Refine section can be used to modify the information on the Report.
  2. Each of these functions allows you to interact with the Report in a different manner
    • More information below.
  3. The Display Columns button allows you to see every potential column that can be included on the Report. Columns can be added from here by clicking the box next to their name.
  4. The Filter button allows you to directly apply a Filter to a column on the Report.
  5. In this example, Type is a column displaying information.
  6. The Actions menu includes options that when selected, initiate different functions.
    • The options presented change depending on if a report is selected or not.

 

The information you need to retrieve from a Report depends on your organization and use-case. As a result how one individual interacts with a Report may vary from another. This article focused on the basics of interacting with a Report. The following instructions indicate how to add a new column:

  1. Navigate to a Report.
  2. Click the Display Columns button.
  3. From the options present, select the column you want to add to the Report. Click the name of the column to add it.
  4. Click away from the list to close it.

 

Report Functions

When you open a Report there is a row above the information with circular buttons. Each button, when selected, performs a different function.

The function of each button is as follows:

The Generate Report button when clicked will open a sub-menu that allows you to export the current contents of the Report as either an Excel or CSV file.

The Print Report button when clicked will open up the print page process associated with your browser allowing you to physically print the contents of the Report.

The Schedule Report button when clicked allows you to determine when this Report is emailed to specific individuals or groups based on set time.

The Schedule Report button will appear greyed out if you are not using a Saved Layout for the Report.

The Share Report button when clicked allows you to select a Group to share visibility of this Report with. This only works if you are using a Saved Layout. A shared Report will appear as a Saved Layout to Admins of the selected Group.

The Set Organization Default button when clicked will set your current column selection and the number of items per page displayed as the default Layout for all Users.

You will be asked to confirm this selection before it is completed.

The Pinned Report button when clicked will add the Report to your Pinned Reports menu on the left hand side of the Admin Interface.

The Selected Report Layout button when clicked opens a sub-menu with all available Saved Layouts and the option to create a new one.

Other options include Set as Favorite, Save Layout and Delete Layout.

 

More Information

For additional documentation or further insight into Reports please advise the following:

 

 

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