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The Reporting (Beta) screen includes the ability allows you to create configurable and filterable custom reports. When creating a custom report, you can apply filters to refine the datainclude 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 a very specific reasonreasons.

Example: You might want to see the user create a report with learning plan completion data for all your organisation’s salespeople, people 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 might could create a Users , schedule and share a custom learning plan report filtered in the following way:

  • Filter the report by community and select 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 this and then select a particular department, e.g., Sales.

  • If your organisation has a Job Title field, you might filter by this and then select a particular job title, e.g., Sales representative.

  • If your organisation has a Location field, you might filter by this and then select a particular location, e.g., London.

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In future releases, we will also add the ability to:

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Specify a date range so that the data included in the report is only from a particular time period.

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Decide when the report is generated and how often, by setting a schedule (for example, creating it on a daily, monthly, or weekly basis).

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