The Reports page provides access to report lists by folder. Standard LMS Reports, including any data mining reports Latitude built as custom reports for specific customers, are available in the Classic Reports menu. Custom reports built by portal administrators using the Report Writer are found in the separate Reports Folders menu.  Learn more about our reporting capabilities here: LMS Reporting Tools.

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.

Report Folders

The Report Folders menu provides a list of custom folders and reports created by your portal administrator using the Report Writer.

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, and will vary depending on the type of report entity being run: Course, Accreditation, Course Summary, Accreditation Summary, or User. At the time of execution, a user may add or remove standard filters without affecting the saved report version.
   •  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.
   •  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. 
   
3. Advanced Filters are also optional, but are hard-coded into the report and will always be applied during execution. Most advanced filters allow multiple value selections. 
4. Select Columns from the categories shown. Columns can be dragged/dropped to rearrange them. Click to the left of the column to designate sorting. In the right Title column, click on the column name to change how it displays on the actual report.
5. 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.

Scheduled Reports

Configure your custom Report List with standard filters, then schedule reports for automated execution on a monthly, weekly, or daily basis. As always, these Report Results are available for review or download within 30 days of execution.

1. To get started, open your Report List and click the Add Schedule   icon. 
2. Fill out the Add Schedule form as follows:
• Apply Standard Filters to every scheduled run.
• Use start and end dates to define the Schedule Range of automated reports.
• Add Notes as desired.
• Set execution Frequency: On Demand, Daily, Weekly (Day), Monthly (Date)
  
3. Click Save to create automated report schedule, or Cancel to exit the form.

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 

View and download completed reports from the Report Results page. This page lists results for all reports executed over the past 30 days, with a note to scheduled Frequency, Record Count, time-stamped Run Date and Expire Date. Result records are ordered by Run Date, and will be permanently deleted from the database on their Expire Date. You should export and save result files to maintain the data for future reference.

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

Online result records display the Report Name, Record Count, 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.