Using the Report Writer

The Report Writer tool empowers portal administrators to create, organize, share, and schedule custom reports. There are several reporting entities you can use to develop reports: Course, Accreditation, Course Summary, Accreditation Summary, Course Attributes, User, Assessment Attempt, and Assessment Attributes.

Feature Overview and Requirements 

The Report Writer tool empowers portal administrators to create, organize, share, and schedule custom reports. There are several reporting entities you can use to develop reports: Course, Accreditation, Course Summary, Accreditation Summary, Course Attributes, User, Assessment Attempt, and Assessment Attributes. Note that some of the entities now available were not in this video, but the concepts for report development are the same.

  • Course and Course Summary are based on user transcripts and course goals
  • Accreditation and Accreditation Summary are based on user status related to their certifications and curricula, including those set as goals
  • Course Attributes allows reporting on Course and Course-offering related master data, settings, and configuration
  • User allows reporting on User Account and Profile master data and settings
  • Assessment Attempt provides reporting for Assessment-type courses and the user’s interactions with the tests, such as per question answers and correct/incorrect status.
  • Assessment Attributes allows reports based on the test, objective, and question configuration for an Assessment delivery method course.
  • Organization entity allows reporting on the LMS organizational structure and related master data. If an organization has no parent level, it will not appear on the report.

Options for filters and columns vary depending on the entity selected. It’s important to note that you can only associate one entity to each report. For data analysis that requires multiple entities, such as accreditations AND the courses taken within them, you must run individual reports by entity and use Excel functions to merge results using common columns between reports.

Report execution is an asynchronous process to greatly reduce the risk of timeout errors. An email is sent when results are ready to view online. As with all LMS administrative tools, report filters and result data are scoped to a user’s profile organizational levels and the managerial reporting hierarchy, whether configured for Position-to-Position or Person-to-Person relationships. Portal Administrators may share custom reports with users in other roles who want to track employee progress. Report results can be downloaded as an Excel, CSV, or PDF file.

To get started, click the Reports link in the left navigation menu of the Classic Home page, or the Reports  icon on the Navigation page. Manage your custom Report List, review Report Results from the last 30 days, or develop a list of Scheduled Reports for automatic execution.

Step by Step Procedure and Field Description

Create a Report Folder

Reports are organized by folder. To begin creating reports, Portal Administrators must add at least one folder.

  1. Click +Folder button at the top of the page.
  2. In the Add Folder form, enter the following information. Asterisks (*) indicate required fields.

    *Name – Name the folder
    Description – Provide information about the reports contained in the folder
    *Language – English entry is required, translations are optional 

  3. Click Save to complete the task or Cancel to abort.
  4. Once the folder is successfully saved, continue making edits or click Finished to return to the “Report List” landing page. Your new folder is now listed in the left menu “Report Folders” section.

Design a Custom Report

The custom reporting engine provides the ability to write your own reports based on filters and columns related to these reporting entities: Course, Course Summary, Course Attributes, Accreditation,  Accreditation Summary, User, Assessment Attempt, Assessment Attributes, and Organization.

Report Writer is designed to export raw data from the LMS into file formats that allow you to store and analyze results using external tools, such as Microsoft Excel or Access. It does not provide data analysis or aggregation options within the report setup inside the LMS.

To create a new report: 

Report Details
  1. Click the +Report button at the top of the page and follow these instructions.
  2. Define the report details. Asterisks (*) indicate required fields.

    *Name:  Name the report
    Description:  Provide a brief description of the report for users who will run it
    *Language:  English entry is required, translations are optional
    *Folder:  Choose the folder in which the report will reside
    *Entity:  Select either Course, Accreditation, Course Summary, Accreditation Summary, Course Attributes, User, Assessment Attempt, and Assessment Attributes.  This setting determines all filter criteria, column options, and results data.
    Summary reports will provide a grouping of selected columns with a count. Note that any duplicate records will be included in the count.
    Share with Roles:  Reports are always shared with Portal Administrators, who have full rights to run, edit, copy, or delete a report. If desired, you can allow users assigned other roles to run a report by selecting any of the following options. Their results will be scoped by their managerial purview. Non-managers, such as a student would only see their data. 
    •  Administrator
    •  Instructor
    •  Location Administrator
    •  Location Manager
    •  Student
    Note that it may be best to create and test the report prior to sharing it with others.

  3. Click Continue to populate the Standard Filter setup widget, or Cancel to abort.
Standard Filters
  1. Select which Standard Filters you would like to offer to end users running the report. These are optional criteria. You can use Add Condition  or Remove Condition  tools with each execution.

    •  Filter criteria will vary depending on the type of report being run: Course, Accreditation, Course Summary, Accreditation Summary, Course Attributes, User, Assessment Attempt, Assessment Attributes, and Organizations. See all options listed in Appendix A: Standard Filters.
    •  Standard Filters do not allow multiple value selection. Users can only enter one value per filter when running the report.
    •  Note that all standard filters are joined with “and” operators, so entering conflicting criteria will generate a report listing “No results found.”
    – For example, when running a Course report, applying filters “Course is ExampleA” and “Course is ExampleB” will generate a report with no results. However, running a report with filters “Organization In Hierarchy Division” and “Position is Teacher” will only return transcripts for users who meet both criteria.

  2. Click Continue to open the Advanced Filters final setup widgets or Cancel to abort.
Advanced Filters
  1. Advanced Filters allow portal administrators to define criteria that will drive results data. These parameters are not displayed to end users running the report, but allow portal administrators to create complex database queries based on a variety of user, organization, course, accreditation, goal, and transcript attributes. While Advanced Filters are optional, they are highly recommended for returning expected results. If you prefer a broad data extraction and plan to do more data manipulation in Excel or Access, you can limit the entries here or leave this section blank.

The Example Above

Some filter fields such as Transcript Status offer “is in list” as an option to select multiple values when all or nothing is not desireable.

  1. Click the comparison link and select is in list.
  2. Click [select value].
  3. Check the values you want to include in the report.
  4. Click Apply or your selections will be lost.

The Advanced Filters Default statement is “Select records where all of the following apply”. Click the “all” link to select from a list of alternate operators.

To create a simple database query, modify the default statement, as needed, and then click [ Add new filter ] to select your criteria. Advanced Filter operators work to join filters in the reporting engine in the same way they do in the User Search tool.
• all = “and”
• any = “or”
• none = “and not”
• not all = “or not”

To restrict results to a specific subset of data:
• Add additional filters with the Add Condition icon 
• Nest grouped criteria within each filter using the Add Group of Conditions icon 
• Remove a condition using the Delete icon 

Review the detailed criteria options for each Report Entity in Appendix B: Advanced Filters.

Are you seeing duplicate lines in your results? If learners have profiles in multiple locations or have multiple positions regardless of being active or inactive, their information may show duplication of transcript information per profile or per position. Use the Advanced filters under the User section of filters to eliminate duplication: User > User Profile is Primary and User > User Position is Primary. It’s a good practice to put these filters in the advance filters for all reports. If you still see duplication, other multi-value fields specified in your columns may cause this. A common one is User Group. When user’s have multiple user group associations, active or inactive, on an active profile, a user group column will list a line for each one. There is no current workaround to this particular issue except to remove user group as a column.

NOTE:
Do not create Advanced Filter criteria without providing search values. Leaving a condition with default [ select value ] will force the report to return results where condition matches [NULL], likely producing a “No results found” situation.

Columns
  1. Decide which data you want to view in your results file and define each as a report Column. Click [ Add new column ] to select an element. Reports must have at least one column. See all column options listed in Appendix C: Columns.
  2. Use the following features to design the Report Results file:
    •  The “Expression” column lists each data element pulled from the LMS database. The “Title” column displays the column label that will display in your results file. You can modify the Title to meet your needs by clicking the linked value under the Title column, then providing the desired text.
    •  Change column order by using the Sort icon or by dragging and dropping values in the list.
    •  Remove a column from the results by clicking the Delete icon.
  1. Click Save to complete the process.
  2. A message will appear at the top of the page, notifying you whether or not the report was successfully created. Continue making edits or click Finished to return to the “Report List” page. Your new report will be listed in its designated Report Folder.

Manage Reports and Folders

All Portal Administrators in your LMS enjoy full add, edit, copy, and delete rights for all custom reports and folders, even those they did not author. Share reports with other Roles to grant managers the ability to run custom reports, maintain their results repository, and setup a scheduled reports list for automatic execution. Report Folders will only display to users who have access to at least one custom report housed within the folder.

Next to the Folder Name, click the Edit  icon to edit the record, or the Delete  icon to delete it. NOTE: Deleting a folder permanently deletes all reports within the folder, as well as any online “Report Results” generated from them. If you want to remove a folder, but retain its reports and results, use the “Report Folder” field on the report setup to reassign each report to a different folder. When the folder is empty, it is safe to delete.

Modify a report using the same Edit  icon. Note that the Edit Report page provides an audit log at the bottom:

•  Created: [Date and Time] Created By: [Username]
•  Last Updated: [Date and Time stamp] Last Updated By: [Username]

Make an exact copy of a report using the Copy Report  icon, then use it as a template for a similar report.

Permanently delete a report using the Delete  icon. NOTE: Deleting a report will have cascading effects for all users, as both the report and any online “Report Results” generated from it will be permanently erased from the database. Be sure to notify users that they need to export results to preserve data before deletion.

Run or Schedule Reports

Custom reports can be built by system administrators and shared with other role. These shared reports are available for scheduling and distribution by email. 

Portal administrators cannot schedule reports for other users, even other portal administrators. Each person with access must schedule a report for themselves. Regardless of role, the scheduling process is the same. Results will be scoped to your organizational purview.

  1. In the Report List, find the Folder/Report you want to schedule and click the Schedule button.
  2. Set up filters for your report. This is necessary because the standard report may have filters set up that you don’t want to use. These filters will be the ones used every time the schedule runs.
  3. Set up the Schedule Range to determine how long you want the schedule to be in effect.
  4. Select Frequency.
  5. Optionally, send results to one or more email addresses in the format you select.
  6. Click Save. 

To modify your scheduled report:

  1. On the Scheduled Reports tab, find the report you want to modify.
  2. Click the Edit (pencil) action button next to that report.
  3. The Edit page opens with the same options available during schedule creation. Make updates as desired.
  4. Click Save.

Appendices

Appendix A: Standard Filters

Report Entity = Course

 Criteria  Comparisons
Audience Is, Isn’t
Cancel Date Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days,
Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
Course Is, Isn’t
Due Date Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days,
Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year, Next 7 Days,
Next 30 Days, Next 90 Days, Next 6 Months, Next 12 Months, Next Week, Next Month, Next Quarter, Next Year
Enroll Date Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days,
Last 30 Days, Last 90 Days,  Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
Expiration Date Today, Yesterday, Custom Period, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days,
Last 90 Days,  Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year, Next 7 Days, Next 30 Days,
Next 90 Days, Next 6 Months,  Next 12 Months, Next Week, Next Month, Next Quarter, Next Year
Facility Is, Isn’t, Is And Is Active
Goal Is
Goal Status Is, Isn’t
Instructor Is, Isn’t
Locale Is, Isn’t, Is And Is Active
Offering End Date Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days,
Last 90 Days, Last 6 Months,c Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
Offering Start Date Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days,
Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
Offering Status Is, Isn’t
Organization In Exact Organization, Not In Exact Organization, In Hierarchy, Not in Hierarchy, In Exact Active Organization, In Active Hierarchy
Position Is, Isn’t, Was
Score Date Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days,
Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
Transcript Status Is, Isn’t
User Directly Reports To, Reports Up To, Directly Reports To (Active), Reports Up To (Active)
User Group Is, Isn’t, Active Member of, Was
User Last Log In Date Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days,
Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
User Reporting Has Manager, Has No Manager, Is Manager, Is Not Manager, Is Primary Manager, Is Not Primary Manager,  Is Alternate Manager,
Is Not Alternate Manager
Username Equal, Not Equal, Equal and Active

 

Report Entity = Accreditation

 Criteria  Comparisons
 Accreditation  Is, Isn’t
 Accreditation Status  Is, Isn’t
 Audience  Is, Isn’t
 Date Achieved  Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days,
Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
 Date Assigned  Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days,
Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
 Due Date  Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days,
Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year, Next 7 Days, Next 30 Days, Next 90 Days,
Next 6 Months,Next 12 Months, Next Year, Next Quarter, Next Month, Next Week
 Goal  Is, Isn’t
 Goal Status  Is, Isn’t
 Organization  In Exact Organization, Not In Exact Organization, In Hierarchy, Not in Hierarchy, In Exact Active Organization, In Active Hierarchy
 Position  Is, Isn’t, Was
 Position Group  Is, Isn’t
 Program Is, Isn’t
 User Directly Reports To, Reports Up To, Directly Reports To (Active), Reports Up To (Active)
 User Group Is, Isn’t, Active Member of, Was
User Last Log In Date Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days,
Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
 User Reporting  Has Manager, Has No Manager, Is Manager, Is Not Manager, Is Primary Manager, Is Not Primary Manager,
Is Alternate Manager, Is Not Alternate Manager
 Username  Equal, Not Equal, Equal and Active

 

Report Entity = Course Summary

 

 Criteria  Comparisons
Audience Is, Isn’t
 Cancel Date  Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days,
Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
 Course  Is, Isn’t
 Due Date  Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days,
Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year, Next 7 Days, Next 30 Days, Next 90 Days,
Next 6 Months, Next 12 Months, Next Year, Next Quarter, Next Month, Next Week
 Enroll Date  Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days,
Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
 Expiration Date  Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days,
Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year, Next 7 Days, Next 30 Days, Next 90 Days, Next 6 Months,
Next 12 Months, Next Year, Next Quarter, Next Month, Next Week
 Facility Is, Isn’t, Is And Is Active
 Goal  Is
 Goal Status  Is, Isn’t
 Instructor Is, Isn’t
 Locale Is, Isn’t, Is And Is Active
Offering End Date  Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days,
Last 6 Months, Last 12 Months, Last Week, Last  Month, Last Quarter, Last Year
Offering Start Date  Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days,
Last 6 Months, Last 12 Months, Last Week, Last  Month, Last Quarter, Last Year
 Offering Status Is, Isn’t
 Organization  In Exact Organization, Not In Exact Organization, In Hierarchy, Not in Hierarchy, In Exact Active Organization, In Active Hierarchy
 Position  Is, Isn’t, Was
 Score Date  Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days,
Last 6 Months, Last 12 Months, Last Week, Last  Month, Last Quarter, Last Year
 Transcript Status  Is, Isn’t
 User  Directly Reports To, Reports Up To, Directly Reports To (Active), Reports Up To (Active)
 User Group  Is, Isn’t, Active Member of, Was
 User Last Log In Date  Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days,
Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
 User Reporting  Has Manager, Has No Manager, Is Manager, Is Not Manager, Is Primary Manager, Is Not Primary Manager,  Is Alternate Manager,
Is Not Alternate Manager
 Username  Equal, Not Equal, Equal and Active

 

Report Entity = Accreditation Summary

 

 Criteria  Comparisons
 Accreditation  Is, Isn’t
 Accreditation Status  Is, Isn’t
 Audience  Is, Isn’t
 Date Achieved  Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days,
Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
 Date Assigned  Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days,
Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
 Due Date  Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days,
Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year, Next 7 Days, Next 30 Days, Next 90 Days, Next 6 Months,
Next 12 Months, Next Year, Next Quarter, Next Month, Next Week
 Goal  Is, Isn’t
 Goal Status  Is, Isn’t
 Organization   In Exact Organization, Not In Exact Organization, In Hierarchy, Not in Hierarchy, In Exact Active Organization, In Active Hierarchy
 Position  Is, Isn’t, Was
 Position Group  Is, Isn’t
 Program  Is, Isn’t
 User   Directly Reports To, Reports Up To, Directly Reports To (Active), Reports Up To (Active)
 User Group  Is, Isn’t, Active Member of, Was
 User Reporting   Has Manager, Has No Manager, Is Manager, Is Not Manager, Is Primary Manager, Is Not Primary Manager,  Is Alternate Manager,
Is Not Alternate Manager
 User Last Log In Date  Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days,
Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
 Username  Equal, Not Equal, Equal and Active

 

Report Entity = User

 

 Criteria  Comparisons
 Accreditation Status  Has Achieved, Goal Assigned, Assigned Not Achieved, Not Assigned, Not Achieved, Has Revoked, Goal Past Due, Goal Waived,
Goal Achieved
 Audience  Is, Isn’t
 Course Status  Never Enrolled, Is Enrolled, Isn’t Enrolled, Is On Interest List, Isn’t On Interest List, Passed, Completed Not Passed, Goal Achieved, Goal Assigned,
Goal Waived, Goal Past Due, Not Passed
 Organization  In Exact Organization, Not in Exact Organization, In Hierarchy, Not In Hierarchy, In Exact Active Organization, In Active Hierarchy
 Position  Is, Isn’t, Was, Is Primary As
 Position Group  Is, Isn’t, None
 User  Directly Reports To, Reports Up To, Is, Is Not, Is and Is Active, Directly Reports To (Active), Reports Up To (Active)
 User Group  Is, Isn’t, Was
 User  Reporting  Has Manager, Has No Manager, Is Manager, Is Not Manager, Is Primary Manager, Is Not Primary Manager,  Is Alternate Manager,
Is Not Alternate Manager

 

Report Entity = Course Attributes

 Criteria  Comparisons
 Accumulate Credit  Is Equal to Yes/No
 Admin Instructors  Is Equal To, Is Not Equal To, In List, Not in List
 Approval Required Is Equal to Yes/No
 Auto Enrollment  Is Equal To, Is Not Equal To, In List, Not in List
 Can Relaunch  Is Equal to Yes/No
 Course  Is Equal To, Is Not Equal To, In List, Not in List
 Course Code  Starts with, Does Not Start With, Contains, Does Not Contain, Is Equal To, Is Not Equal To
 Course Completion
Certificate		  Is Equal to Yes/No
 Course Credit  Is Equal To, Is Not Equal To, Is Between, Is Not Between, Is Less Than, Is Less Than or Equal To, Is Greater Than, Is Greater Than or Equal To
 Course Duration  Is Equal To, Is Not Equal To, Is Between, Is Not Between, Is Less Than, Is Less Than or Equal To, Is Greater Than, Is Greater Than or Equal To
 Course Enrollment Restriction  Is Equal To, Is Not Equal To, In List, Not in List
 Course Tuition  Is Equal To, Is Not Equal To, Is Between, Is Not Between, Is Less Than, Is Less Than or Equal To, Is Greater Than, Is Greater Than or Equal To
 Course Name  Starts with, Does Not Start With, Contains, Does Not Contain, Is Equal To, Is Not Equal To
 Course Status  Is Equal to Active/Inactive
 Course Topic  Is Equal To, Is Not Equal To, In List, Not in List
 Delivery Method  Is Equal To, Is Not Equal To, In List, Not in List
 Instructional Languages  Is Equal To, Is Not Equal To, In List, Not in List
 Major  Is Equal To, Is Not Equal To, In List, Not in List
 Maximum Number of Students  Is Equal To, Is Not Equal To, Is Between, Is Not Between, Is Less Than, Is Less Than or Equal To, Is Greater Than, Is Greater Than or Equal To
 Meeting Start Date and End Date  Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months,
Last 12 Months, Last Week, Last Month, Last Quarter, Last Year, Next 7 Days, Next 30 Days, Next 90 Days, Next 6 Months, Next 12 Months,
Next Year, Next Quarter, Next Month, Next Week
 Meeting Room  Is Equal To, Is Not Equal To, In List, Not in List
 Minimum Number of Students  Is Equal To, Is Not Equal To, Is Between, Is Not Between, Is Less Than, Is Less Than or Equal To, Is Greater Than, Is Greater Than or Equal To
 Offering Enrollment
Start Date and End Date		  Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days,
Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year, Next 7 Days, Next 30 Days, Next 90 Days, Next 6 Months, Next 12 Months, Next Year, Next Quarter, Next Month, Next Week
 Offering ID  Is Equal To, Is Not Equal To, In List, Not in List
 Offering Instructional Languages  Is Equal To, Is Not Equal To, In List, Not in List
 Offering Instructors  Is Equal To, Is Not Equal To, In List, Not in List
 Offering Status  Is Equal To, Is Not Equal To, In List, Not in List
 Serviced Training Locale  Is Equal To, Is Not Equal To, In List, Not in List
 Training Facility  Is Equal To, Is Not Equal To, In List, Not in List
 Using Interest List  Is Equal to Yes/No

 

Report Entity = Assessment Attributes

 Criteria  Comparisons
 Course  Is, Isn’t, In List, Not in List

 

Report Entity = Assessment Attempt

Criteria  Comparisons
Assessment Attempt  Is Pass, Is Fail
Assessment Taken Date  Is Equal To, Is Not Equal To, In List, Not in List Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
Attended Offering Instructor Is
Attended Offering
Number		  Is
Audience  Is In, Is Not In
Course  Is, Isn’t, In List, Not in List
Organization  In Exact Organization, Not in Exact Organization, In Hierarchy, Not In Hierarchy
Show Assessment
Attempts		 Last Attempt Only, All Attempts
Transcript Score Date  Is Equal To, Is Not Equal To, In List, Not in List Today, Yesterday, Custom, Current Week, Current Month, Current Quarter, Current Year, Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, Last 12 Months, Last Week, Last Month, Last Quarter, Last Year
Transcript Status  Is, Isn’t
User Directly Reports To, Reports Up To, Is, Is Not, Is and Is Active, Directly Reports To (Active), Reports Up To (Active)

 

Report Entity = Organization

Criteria  Comparisons
Brands Is, Isn’t
Business Unit Is and Is Active, Is, Isn’t
Business Unit Active Status Is Active, Is Inactive
Division Is and Is Active, Is, Isn’t
Division Active Status Is Active, Is Inactive
Location Is and Is Active, Is, Isn’t
Location Active Status Is Active, Is Inactive

 

Appendix B: Advanced Filters

Report Entities = Course and Course Summary

 Data Elements   Criteria 
 Course Course Brand, Course Name, Course Status, Course Topic, Delivery Method, Fee Waived (Course only), Instructor, Late Cancel (Course only), Major, Meeting Start, Meeting End, Offering ID, Offering Start, Offering End, Offering Status, Penality Fee (Course only)
 Goal  Course Goal, Date Achieved, Date Assigned, Date Waived, Days Past Due, Due Date, Goal Assigned by Rule Name, Goal Assigned by Username, Goal Status
 Organization   Business Unit, Department, Division, Facility, Hierarchy, Locale, Location 
 Position   Position, Position Group 
 Transcript  Cancel Date, Due Date, Enroll Date, Expire Date, Fee Waived by (Course only), Fee Waived Date (Course only), Score Date, Transcript Credit, Transcript Status 
 User   Audience, Effective Date, Email, End Date, First Name,  Last Log In Date, Last Name, Manager, Username, User Account Status, User Group, User Position, User Profile, User Profile Status, User Role

Report Entities = Accreditation and Accreditation Summary

 Data Elements   Criteria 
 Accreditation  Accreditation*, Accreditation Status, Date Achieved, Date Revoked, Program Name, Skill Profile, Transcript Source
*note the Accreditation comparison First Achieved Last Month lets you select a list of accreditations and will return results for those achieved between the first and last days of the previous month.
 Goal  Accreditation Goal, Date Achieved, Date Assigned, Date Waived, Due Date, Goal Assigned by Rule, Goal Assigned by Username, Goal Status
 Organization  Business Unit, Department, Division, Facility, Hierarchy, Location
 Position  Position, Position Group 
 User   Audience, Effective Date, Email, End Date, First Name, Last Log In Date, Last Name, Manager, Username, User Account Status, User Group, User Position, User Profile, User Profile Status, User Role

Report Entities = User

 Data Elements   Criteria 
 User  Audience, Effective Date, EMail, End Date, First Name, Last Name, Username, User, User Account Status (Active/Inactive), Last Log In Date, Preferred Language, Voice, Mobile, FAX, Affiliation, Notes, Street Address (1-3), City, State Abbr, State/Province, Postal Code, User, Country
 Organization  Business Unit, Business Unit Code, Division, Division Code, Hierarchy, Location, Location Code, Profile Organization Code, Locale, Locale Code
 Training Status  Course Status, Accreditation Status, Course Score
 Profile  Primary Profile, Default Profile, Profile Status (Active/Inactive), Profile Start Date, Profile End Date, Highest Role, Direct Manager, Brand, Role, User Group, Organization, Manager
 Position  Primary Position, Position Code, Position Start Date, Position End Date, Department, Position Group, Position

Report Entities = Course Attributes

 Data Elements   Criteria 
 Course Info Accreditation Calculation Date, Accumulate Credit, Approval Required, Audience Enrollment Restriction, Brands, Can Relaunch, Course, Course Code, Course Completion Certificate, Course Display Date, Course Hide Date, Course Enrollment Restriction, Course Tuition, Course Name, Course Status, Course Topics, Created On, Created By, Credit, Delivery Method, Duration, Enrollment Open Date, Enrollment Close Date, Instructional Languages, Major, Last Updated On, Last Updated By, Owner Org, Subscription Program, Using Interest List
 Prerequisites  Has Prerequisite, Has Prerequisite of
 Equivalencies  Has Equivalencies, Has Equivalent of
 Offering  Available Seats, Audience Enrollment Restriction, Auto Enrollment, Cancel Days, Incomplete Fee, Late Cancel Days, Late Cancel Fee, Meeting Start, Meeting End, Minimum Number of Students, Maximum Number of Students, No Show Fee, Offering ID, Offering Created On, Offering Created By, Offering Enrollment Start, Offering Enrollment End, Offering Instructional Language, Offering Instructors, Offering Last Updated On, Offering Last Updated By, Offering Status, Training Facility, Waitlist Close Days, Waitlist Expiration Days

Report Entities = Assessment Attribute

 Data Elements   Criteria 
Course Course, Course Brand, Course Code, CourseTopic, Major

Report Entities = Assessment Attempt

 Data Elements   Criteria 
 Attempt  Assessment Attempt Time (in Minutes), Assessment Taken Date, Assessment Score, Assessment Result, Show Assessment Attempts
Course Course, Course Brand, Course Code, CourseTopic, Major
 Organization Business Hierarchy, Business Unit, Division, Location
 Position Position Group, Position
Training History Attended Offering Number, Attended Offering Instructor, Course Completed
Transcript Transcript Score Date, Transcript Status
User Audience, User Account Status (Active/Inactive)

Report Entities = Organization

 Data Elements   Criteria 
Location  Location Address (Location City, Location State/Province, Location Country), Location, Location Code, Location Active Status, Location Effective Date,
Location End Date, Location Brand
Division Division Address (Division City, Division State/Province, Division Country), Division, Division Code, Division Active Status, Division Effective Date,
Division End Date
Business Unit  Business Unit Address (Business Unit City, Business Unit State/Province, Business Unit Country), Business Unit, Business Unit Code, Business Unit Active Status, Business Unit Effective Date, Business Unit End Date
Organization Hierarchy  Hierarchy, Locale, Locale Code

 

Appendix C: Columns

Report Entity = Course

 Data Element   Expression 
 Course   Course Brand, Course Catalog, Course Code, Course Display Date, Course Name, Course Status, Course Topic, Credit, Delivery Method, Fee Waived, Instructor, Late Cancel, Major, Meeting Start, Meeting End, Offering ID, Offering Location, Offering Room, Offering Start, Offering End, Offering Seats, Offering Seats Available, Offering Status, Penalty Fee
 Goal  Course Goal, Date Achieved, Date Assigned, Date Waived, Days Past Due, Due Date, Earliest Score Date, Goal Assigned by First Name, Goal Assigned by Last Name, Goal Assigned by Rule Name, Goal Assigned by Username, Goal Status
 Organization   Business Unit, Business Unit Code, Department, Division, Division Code, Facility, Facility Code, Hierarchy, Locale, Location, Location Code, Location Address Lines 1, 2, and 3, Location City, Location State Abbr, Location State/Province, Location Postal Code, Location Country
 Position   Position, Position Code, Position Group
 Transcript  Accept Date, Attended, Cancel Date, Cancel Note, Days Past Due, eLearning Session Time, eLearning Launch Language, Enroll Date, Expire Date, Failure Note, Fee Waived by, Fee Waived Date, Has Admin Overridden Conflict, Incomplete Note, Last Update, Launch  Date, Pre-Test Score, Post-Test Score, Score, Score Date, Transcript Attachment, Transcript Credit, Transcript ID, Transcript Note, Transcript Status, Transcript Source, Transcript Type, Tuition, Waitlist Date
 User   Effective Date, Email, End Date, First Name,  Last Log In Date, Last Name, Prinary Manager Name, Primary Manager User Name, Primary Profile, Username, User Account Status, User Group, User Profile, User Profile Status, User Role

Report Entity = Accreditation

 Data Element   Expression 
 Accreditation  Accreditation, Accreditation Status, Date Achieved, Date Revoked, Percent Complete, Program Name, Skill Area, Skill Level, Skill Profile, Transcript Source
 Goal   Accreditation Goal, Date Achieved, Date Assigned, Days Past Due Date, Date Waived, Due Date, Goal Assigned by First Name, Goal Assigned by Last Name, Goal Assigned by Rule Name, Goal Assigned by Username, Goal Status
 Organization   Business Unit, Business Unit Code, Department, Division, Division Code, Hierarchy, Location, Location Code, Location Address Lines 1, 2, and 3, Location City, Location State Abbr, Location State/Province, Location Postal Code, Location Country
 Position   Position, Position Code, Position Group
 User   Effective Date, Email, End Date, First Name,  Last Log In Date, Last Name, Primary Profile, Username, User Account Status, User Group, User Profile Status, User Role

Report Entity = Course Summary

 Data Element   Expression 
 Course   Course Brand, Course Code, Course Name, Course Status, Offering Location, Offering Room, Offering Seats, Offering Seats Available, Offering Status
 Goal  Course Goal, Date Achieved, Date Assigned, Date Waived, Days Past Due, Due Date, Earliest Score Date, Goal Assigned by First Name, Goal Assigned by Last Name, Goal Assigned by Rule Name, Goal Assigned by Username, Goal Status
 Organization   Location, Location Address Lines 1, 2, and 3, Location City, Location State Abbr, Location State/Province, Location Postal Code, Location Country
 Position   Position
 Transcript  Transcript Status
 User   Last Log In Date, Username, User Group

Report Entity = Accreditation Summary

 Data Element   Expression 
 Accreditation  Accreditation, Accreditation Status, Program Name
 Goal   Accreditation Goal, Date Achieved, Date Assigned, Days Past Due Date, Date Waived, Due Date, Goal Assigned by First Name, Goal Assigned by Last Name, Goal Assigned by Rule Name, Goal Assigned by Username, Goal Status
 Organization   Business Unit, Division, Location, Location Address Lines 1, 2, and 3, Location City, Location State Abbr, Location State/Province, Location Postal Code, Location Country
 Position   Position, Position Group
 User   Last Log In Date, Username, User Group

Report Entity = User

 Data Element   Expression 
 User  Effective Date, EMail, End Date, First Name, Last Name, Username, User Account Status (Active/Inactive), Last Log In Date, Preferred Language, Voice, Mobile, FAX, Affiliation, Notes, Street Address Line (1-3), City, State Abbr, State/Province, Postal Code, Country
 Organization  Business Unit, Business Unit Code, Division, Division Code, Hierarchy, Locale, Locale Code, Location, Location Code, Profile Organization Code, Location Address Lines 1, 2, and 3, Location City, Location State Abbr, Location State/Province, Location Postal Code, Location Country
 Profile  Primary Profile, Default Profile, Profile Start Date, Profile End Date, Profile Status (Active/Inactive), Highest Role, Direct Manager, User Group
 Position   Primary Position, Position Code, Position Start Date, Position End Date, Department, Position Group

Report Entities = Course Attributes

 Data Elements   Criteria 
 Course Info

Accreditation Calculation Date, Accumulate Credit, Approval Required, Audience Enrollment Restriction, Brands, Can Relaunch, Course, Course Code,
Course Completion Certificate, Course Display Date, Course Hide Date, Course Enrollment Restriction, Course Tuition, Course Name, Course Status, Course Topics,
Created On,Created By, Credit, Delivery Method, Duration, Enrollment Open Date, Enrollment Close Date, Instructional Languages, Major, Last Updated On,
Last Updated By, Owner Org, Subscription Program, Using Interest List
 Prerequisites  Has Prerequisite, Has Prerequisite of
 Equivalencies  Has Equivalencies, Has Equivalent of
 Offering  Available Seats, Audience Enrollment Restriction, Auto Enrollment, Cancel Days, Incomplete Fee, Late Cancel Days, Late Cancel Fee, Meeting Start,
Meeting End, Minimum Number of Students, Maximum Number of Students, No Show Fee, Offering ID, Offering Created On, Offering Created By,
Offering Enrollment Start, Offering Enrollment End, Offering Instructional Language, Offering Instructors, Offering Last Updated On,
Offering Last Updated By, Offering Status, Training Facility, Waitlist Close Days, Waitlist Expiration Days

Report Entity = Assessment Attempt

 Data Element   Expression 
 Assessment  Assessment Objective, Assessment Question, Question Type, Question Correct Answer
 Attempt  Assessment Attempt Time (HH:MM:SS), Assessment Taken Date, Assessment Score, Assessment Result, Attempt Number, Student Answer Correct/Incorrect
 Course Info  Course Code, Course Name
 Organization  Business Hieracrchy, Business Unit, Business Unit Code, 
Position Position Code, Position, Position Group
Transcript Transcript Score Date, Transcript Status
User Audience, User, User Account Status (active/inactive)

Report Entity = Assessment Attributes

 Data Element   Expression 
 Assessment  First Page on Return, Passing Score, Questions per Page, Randomize Objectives, Randomize Questions, Sort by Questions, Test Attempts per Enrollment ,
Test Name, Time Allowed
 Course  Course Code, Course Name
 Objective  Load All Questions on ONe Page, Number of Questions in Objective, Number of Questions to Ask, Objective Description, Objective Sort Order,
Objective Status, Parent Objective
Question  Correct Answer, Distractors, Mandatory Questions, Question Sort Order, Question Status, Question Type, Randomize Distractors.

Report Entity = Organization

 Data Element   Expression 
 Location  Location Address, Location, Location Code, Location Active Status, Location Effective Date, Location End Date, Location Brand, Location Last Modified Date,
Location Last Modified By, Location Primary Contact, Default Active Days for Users, Maximum Users Allowed for Location, Registration Open Date,
Registration End Date, User Registration User Type, Direct Billing, Credit Card, Maximum Students Per Offering, Opt Out of Auto-Enrollment (ILT Only)
 Division  Division Address, Division, Division Code, Division Active Status, Division Effective Date, Division End Date, Division Last Modified Date,
 Division Last Modified By 
 Business Unit  Business Unit Address, Business Unit , Business Unit Code, Business Unit Active Status, Business Unit Effective Date, Business Unit End Date, Business Unit Last Modified Date, Business Unit Last Modified By 
 Organization Hierarchy  Hierarchy, Locale, Locale Code