Custom Report Builder For Learning SolutionsFebruary, 2014

Today’s Overview

What is the Custom Report Builder? A new way of creating custom reports that is

dynamic and user friendly.

Security/Permissions Must already have access to custom reports (create)

Enhancement will not provide support for Internet Explorer 6

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Report Builder: Benefits Provides users with a simple user interface Allows previewing of report data during the

creation of a custom report One-page workflow Lists fields in a user friendly accordion Includes drag and drop functionality

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Use Case Create a customized report on ‘Transcript’

progress utilizing a simple interface that allows drag and drop functionality, as well as filtering and previewing of data while building the report.

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Step 1: Select a Report Type Select the report type via

dropdown (based on permission)

The report builder interface will launch automatically after a few seconds

The system will dynamically match common fields based on the type of report chosen

If the report type is changed while building the report, a warning will be displayed

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Step 2: Choose Fields Fields are viewed by utilizing a simple

accordion interface Each of the fields have an associated

icon based on type: Text Numeric Date True/False

Miscellaneous section includes Hierarchical Percentages Overall Percentages Record Counts

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Step 2: Choose Fields (cont)

Fields can be filtered based on: Standard Field Custom Field Text Numeric Date Yes/No

Filtering is also available via a text box by typing the field name

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Step 2: Choose Fields (cont) Fields can be

added to the report in one of three ways:

1. Click a field to add it to the report

2. Type a value in an empty column text box

3. Drag and drop the field into a column (can be effected by bandwidth)

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Report Grid Header Clicking a header bar field opens an action menu for

that field

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Step 3: Filter, Sort, Summarize

Filter by specific values for various fields in the report

Typing field names matches via intellisense

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Previewing Data Refresh button

updates data after any changes

Notification icon displays when changes have been made since last update

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Print/Excel Click

‘Printable’ view or ‘Excel’ to view up to 5000 records

Printable – pops up with data

Excel – opens Excel file

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Help Level 1 Support

Contact Level 1 Support if you have any custom report technical issues. Support contact information can be found on the My Learning Link Help Page.