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The Reporting (Beta) screen will eventually replace the legacy Reporting screen and will include a host of new and improved reports and features. These features and reports will be rolled out in stages, over several consecutive releases. |
The Reporting (Beta) screen allows you to create configurable and filterable custom reports. When creating a custom report, you can include or exclude certain types of data, such as organisation-specific custom profile fields, and refine the report using filters, which is ideal when gathering data for very specific reasons.
Example: You might want to create a report with all the completion data for users in your sales department who are based in a particular location, and then schedule it to be shared with the head of the Sales on a monthly basis so that they can keep track of the department's completions for important learning plans. To do this, you could create a Learning plan report (Custom report) filtered in the following way:
You might filter by one or more existing sales-related communities, e.g., the Sales community.
If your organisation has a Department field, you might filter by a particular department, e.g., Sales.
If your organisation has a Job Title field, you might filter by job title, e.g., Sales representative.
If your organisation has a Location field, you might filter by a particular location, e.g., London.
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