Report Writer

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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. Click the link to watch a brief video about Report Writer. 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.

Run or Schedule Reports

The LMS reporting feature is made available to users based on their assigned Role. The Reports page provides access to report lists by folder. Standard LMS Reports, including any data mining reports Latitude built for you, are available in the Classic Reports menu. Custom reports built by your system administrators are found in the separate Reports Folders menu. If you are not a portal administrator, you can schedule a report that has been created and displayed to you by clicking the Schedule button and setting up the filters you always want the report to use (if different from those on the original report). A portal administrator cannot schedule the reports for others. The user must log in under their own account and set up the schedule themselves. The LMS sends a notification by email, if enabled, to notify you that your report has run and if it was successful.

You can also share reports via email using the To, CC, and BCC options available at the time of report execution or when setting up a report schedule.

Create a Report Folder

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

Click +Folder button at the top of the page.
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
Click Save to complete the task or Cancel to abort.
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, click the +Report button at the top of the page and follow these instructions.

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
Click Continue to populate the Standard Filter setup widget, or Cancel to abort.
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.
Click Continue to open the Advanced Filters final setup widgets or Cancel to abort.
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 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.
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.
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 .
Click Save to complete the process.
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.

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