When you launch Analyze Essentials, the first page you see is a list of saved Custom Reports. This article outlines how to browse and manage saved Custom Reports. 

If you are new to Analyze Essentials, an overview of the feature and how it works can be found in the article here.

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 displayed inside the Custom Report Grid.

You can customize how many items are displayed per page on the report. The data columns on this report are not customizable and cannot be resized or rearranged. 

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:

Sort Order

By default, the Custom Reports page is sorted by Date Edited, with the most recent entries listed first. To change the sort order, click on the arrow at the top of the Date Edited column to view the oldest entries first. The sort order for this column can be either Ascending or Descending. 

Actions

Administrative actions can be performed on the Custom Reports Grid. The Actions Menu can be found on the right-hand side of the page. This menu is context-sensitive, and the available options for Actions and Mass Actions will change depending on the number of items selected.

Default Actions

The actions listed in the table below are available by default (no rows selected).

Context Actions

Additional actions are available when a single Custom Report is selected.

The actions listed in the table below can be applied to a single row item.

Edit a Custom Report

To edit a Custom Report:

1. Navigate to the Custom Reports page.
2. Select a Custom Report.
3. Select Edit from the Actions menu.
   
    
4. Modify the report in the Edit Report page. 
5. Make sure to Save your changes. 

Duplicate a Custom Report

This feature allows Users to duplicate their Custom Report definitions. Administrators can save time when creating Reports with similar criteria by duplicating the report and customizing it for various audiences while maintaining versioning control.

From the Admin Experience, follow these steps to duplicate a Custom Report:

1. Navigate to the Custom Reports page.
2. Select the Custom Report, then select the Duplicate Action from the right hand side. Custom Reports can only be duplicated one at a time.
   
    
3. On the Add Report page, confirm the Report details. The duplicate will have Copy appended to the Report name.
   
    
4. Click Quick Save to stay on the Add Report page, or Save to return to the Custom Reports page.

Once saved, the duplicate report will be available at the top of the Custom Reports grid.

Share a Custom Report

Custom Reports can be shared across organizations to meet the needs of different Departments, Users, or Groups. For more information about sharing reports, review the Analyze Essentials: Sharing Custom Report Layouts article here. 

Generate a Custom Report

This action allows you to manually generate a 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 any time.

Click View Generated to open the Generated Reports page and view a list of all generated reports. More information about this page and available actions can be found in the Generated Custom Reports Page section below.

Delete a Custom Report

To delete one or more Custom Reports:

1. Navigate to the Custom Reports page.
2. Select the Custom Reports you would like to delete.
3. Click Delete.
   
    
4. Confirm you want to delete the selected reports by clicking Delete again, or click Cancel to return to the Custom Reports page.
   

Mass Actions

The Actions listed in the table below can be applied to multiple items.

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. This includes the status of a Custom Report generation, the date of generation and general information related to the Generated Custom Report.

You can customize how many items are displayed per page on the report. The data columns on this report are not customizable and cannot be resized or rearranged. 

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

The following fields are available on the Generated Reports page:

Sort Order

By default, the Generated Custom Reports page is sorted by Date Generated, with the most recent entries listed first. To change the sort order, click on the arrow at the top of the Date Generated column to view the oldest entries first. The sort order for this column can be either Ascending or Descending. 

Actions

Administrative actions can be performed on the Generated Reports Grid. The Actions Menu can be found on the right-hand side of the page. This menu is context-sensitive, and the available options for Actions and Mass Actions will change depending on the number of items selected.

Default Actions

The Actions listed in the table below are available by default (no rows selected).

Context Actions

The Actions listed in the table below can be applied to a single row item.

Mass Actions

The Actions listed in the table below can be applied to multiple items.