Reporting Tools

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The LMS reporting feature is made available to users based on their assigned Role. A list of standard and custom reports can be made available to managers and training admins who need to export user, transcript, and certification data from the system. 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. If you do not see a Reports option, contact your Portal Administrator for assistance.
 

REPORT LIST

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 Report Folders menu.
 

Classic Reports

The Classic Reports menu provides a list of standard LatitudeLearning® reports. Find information about the configuration and use of these reports here: Classic Report Descriptions, Criteria, Results.
 
  1. To run a Classic Report, click a Folder Name and select the desired Report Name.
  2. On the standard report page, apply Filter criteria as needed.
  3. Select the report Delivery Method and Delivery Format.
  4. Click Run Report.

If you selected Delivery Method: Web View, results will be displayed online. Otherwise, the results file will download to your device in the selected delivery format.

Important:
  • Classic reports often key off different types of dates, such as Enroll Date vs. Score Date or Last Update, so refer to the Classic Report Descriptions page linked above to see what date range is involved and improve the accuracy of your results.
  • Classic reports are not designed to properly scope transcript-based results based on person-to-person (P2P) management reporting. Portal administrators using person-to-person should use the Report Writer to create similar reports. That tool has been updated to correctly reflect results based on P2P manager relationships.
  • For Classic Reports that specify results from "Primary Profile Only", some transcripts earned by users at non-primary locations may not be returned in results. There will also be gaps in results in cases when the user does not have any primary profile selected. Report Writer reports, with the appropriate filters, are able to show results for secondary profile-related history.
 

Report Folders - Custom Report Writer Reports

The Report Folders menu provides a list of custom folders and reports created by the portal administrator. Click a Folder Name to open the list of reports designed for your training organization and reporting needs.
 
  1. To run a custom report, click the Report Name or the Launch icon.
     

     
  2. Standard Filters are optional. Use the Add Condition button to apply standard filters that refine results data. To return all entries for a given filter, use the Remove Condition button to delete it from the list.
     


    •  Filter criteria will vary depending on the type of report being run. There are five report entities to choose from: Course, Accreditation, Course Summary, Accreditation Summary, and User. To see what is available for filters and columns, refer to the document  Report Writer and scroll to the Appendices.
    •  Standard Filters do not allow multiple value selection. Users may only enter one value per filter when running the report.
    •  All standard filters are joined with an implied “AND” operator. Entering conflicting criteria will generate a report listing "No results found."
    – For example, when running a Course report, applying the 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. If you need more than one value, consider running the report more than once with different values or extract all values and use filters in Excel to fine-tune results.
     
  3. Click Run to execute the report, or Cancel to return to Report List page. When a report is run, a message displays at top of page: Your report has been queued. You will receive an email when it has been processed and is ready. You can also vist the Report Results tab and refresh to page until the report results appear.
 

Scheduled Reports

Configure your custom Report List with standard filters, then schedule reports for automated execution on a monthly, weekly, or daily basis. A confirmation email is sent for every scheduled run, so users know when to log in and view their Report Results.
 
  1. To automate reports, open your Report List and click the new Add Schedule   icon.
     

     
  2. Fill out the Add Schedule form, adding Standard Filters, Schedule Range, Notes, and Frequency settings as desired. In the example below, user is scheduling a report to run the first day of every month, effective for the year May 2018 through May 2019. Standard Filters are saved, and applied to every scheduled run.
     

     
  3. Click Save to create automated report schedule, or Cancel to exit the form.
  4. Open the Scheduled Reports tab to view and manage your automated list.
  • Click the Launch icon to run a scheduled report on demand, with saved filters applied.
  • Open the Edit Schedule  form to view details and make changes.
  • Click the Delete icon to permanently delete the report schedule.
 
 

Report Results

Open the Report Results page to view your repository of reports executed over the past 30 days, ordered by Run Date. The Frequency column tracks whether the report resulted from an automated schedule -- On Demand, Daily, Weekly (Day), Monthly (Day) -- or manual execution from Report List, as indicated by empty cells. The Record column displays the total record count from results file. Each report result will be permanently deleted from the database on its Expiration Date.

Click the linked Report Name to view results online. Click the Delete icon to permanently delete a record from your results repository.
 


Online result records display the Report Name and applied Standard Filters, which provide reference for results data.

Review results online for up to 30 days, or click the export icons to download the file and save it permanently. File format options are Excel (XLSX), Comma Separated Values (CSV), Portable Document Format (PDF). If a report generates an extremely large data set, the system may prompt you to export directly to an offline location rather than display the results to the page.