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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.