How to build your first report

⚠️ Warning: The report application is currently in beta, there will be some limited functionality but we would love to hear your feedback.

Step 1: Select which application you wish to build a report.

Currently, only the following application is available in the Report application with more application will be supported in the future.

  • Courses
  • Policy Manager
  • Learning
  • Quiz
  • Project (New in Project 2.0)

 

Step 2: Click on Add New Report

if there are existing reports you will be prompted if you wish to make a copy of an existing report, otherwise "Add new Report"

 

Step 3: Creating Master Report

Name your report and then click on Manage Column to select what information you wish to be displayed

On the example below I am creating a report across all projects containing the following:

  • Project Name
  • Project Status
  • Task Name
  • Task Assignee
  • Task Due Date
  • Task Status
💡Tips: Please include all possible data you wish to gather here as you can filter the result at a later step

 

Save your report by clicking "Save"  icon" and Save as New Master Report

 

Step 4: Creating filtered report

Once you have saved your master report you can now add a filter to fine-tune the result.

Here is an example that you may want to only include Project with Status = Live on your report and ignore Draft and Archive.

Project Status:

  • Draft = 1
  • Live = 2
  • OnHold = 3
  • Archived = 4

You can then save this as New Filtered Report for easy access later.

 

Optional: Adding Filter:  Project Task Status

  • Incomplete = -1
  • Complete = -2

 

Step 5: Share and Downloading report

Once you have created your report you can then download 

 

or Share it via permission so that other team member can also access the same report from Report app

 

 

 

 

 

Created on 31 March 2021 by Michael Christian. Last modified on 7 April 2021

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