1 / 14

Custom Report Builder For Learning Solutions

Custom Report Builder For Learning Solutions. February, 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)

corby
Télécharger la présentation

Custom Report Builder For Learning Solutions

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Custom Report Builder For Learning Solutions February, 2014

  2. Today’s Overview

  3. What is the Custom Report Builder? • A new way of creating custom reportsthat is dynamic and user friendly. • Security/Permissions • Must already have access to custom reports (create) • Enhancement will not provide support for Internet Explorer 6

  4. 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

  5. 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.

  6. 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

  7. 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

  8. 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

  9. Step 2: Choose Fields (cont) • Fields can be added to the report in one of three ways: • Click a field to add it to the report • Type a value in an empty column text box • Drag and drop the field into a column (can be effected by bandwidth)

  10. Report Grid Header • Clicking a header bar field opens an action menu for that field

  11. Step 3: Filter, Sort, Summarize • Filter by specific values for various fields in the report • Typing field names matches via intellisense

  12. Previewing Data • Refresh button updates data after any changes • Notification icon displays when changes have been made since last update

  13. Print/Excel • Click ‘Printable’ view or ‘Excel’ to view up to 5000 records • Printable – pops up with data • Excel – opens Excel file

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

More Related