Custom reports

The Reporting 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 learning plan completion data for 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 could create, schedule and share a custom learning plan 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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