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  • Apply filters to narrow down the data and make it more relevant - such as excluding certain fields or only including data specific to a certain thing. For example, if you are creating a custom learning plan report, you might only want to include data for one particular learning plan.

  • Schedule it to be generated automatically on a regular basis (such as daily, weekly, or monthly).

  • Share it with users who might need to see it.

Example: You might create a learning plan report that only shows the completion data for a particular set of learning plans, and then schedule the report to be generated and shared on a weekly basis with particular certain people who need to see that completion data, such as the head heads of a department departments or managers in your organisation, so they can keep track of reportee completions.

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