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Creating a custom report

To create a custom report:

  1. On the Reporting screen, click Create a custom report.

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    A list of reports appears.

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  2. Select the report you would like to generate. For example, the Learning plan report.

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    The report wizard appears.

  3. In the Report title field, enter a unique title for the report, so that it is easily identifiable in the list of existing reports. If the name you have entered is aleady taken by an existing report, and you do not give the report a unique name, Fuse automatically adds the creation date to the end of the title. For example, Report Title - 22/01/24.

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  4. [Optional] In the Optional fields section, you can chose to include or exclude custom user profile fields from the report, by selecting the checkboxes. These are custom fields configured during the implementation process, whereas, fields shown in the Included fields section are mandatory and cannot be removed from the report.

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  5. Click Next.

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  6. In the Report filters section, you can narrow down the data shown in the report by applying filters. There are two types of filter in this section:

    • Mandatory filters: Some reports require you to select mandatory filter options. For example, for the Learning plan report, you must filter by at least one community.

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    • Suggested filters: You can apply additional, optional filters to further refine the data in the report. For example, in the case of the Learning plan report, you may wish to filter by a particular learning plan within the selected communities, or by a particular audience, so that only users assigned through that audience are shown in the report.

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  7. [Optional] By default, deactivated users are hidden from reports. If you want to include them, select the Include deactivated users? toggle.

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  8. Click Next.

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  9. On the Report Schedule screen, you can choose to run the report one time only, or schedule it so that it is automatically created at regular intervals.

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The following custom reports can be created:

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