HCE Standard

Managing Custom Reports

The learning environment has a built-in tool that allows System Administrators to build custom reports using a wizard. Using this tool, you can create various types of reports by pulling information from different "sources", including:

Source

Use it when you want to report on

Cohorts

Cohorts and their members

Course categories

How courses are organized into categories

Course participants

Who is enrolled in which course, and their learning record information. Only the most recent (last) learning record is shown: if a user completed a course several times, you see only the latest. This makes it the right source for a compliance report: add a condition that the enrolment method is a program.

Courses

The courses on your site and their settings

Groups

Groups within courses and their members

Notifications

Notifications sent to users

Roles

Which users hold which roles

Task logs

Scheduled and background tasks that have run on the site, such as whether they succeeded

Users

Your users and their profile information, such as name, email and last login

Course completions

Learning records: who completed which course, and when. Unlike Course participants, this source lists all historical records, including every time a user completed the same course.

Program registrations

Which users are registered in which programs

Programs

The programs themselves, including the courses in each program, their membership automation rules and notification settings

Appraisal Feedback

Feedback collected in appraisals (only for organizations that subscribe to Dual Code’s Performance Review System)

The tool supports advanced features such as filters, pagination, logic conditions and permissions. Once the reports are created (by a System Administrator), they can be viewed by different people based on the audience the administrator specifies for each report. Users can access their custom reports from the Navigation block (under Navigation > Reports > Custom Reports).

The following section describes how to manage custom reports in your learning environment.