Quick Reports allow you to pre-select filters for reports, so that administrators with certain roles can run one-click reports directly from their dashboard. This feature is available for the following reports:
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Progressive Development Status Report
To create a Quick Report, navigate to the 'Reports' menu, and select 'Quick Reports' under the "Custom Report Options" header. On this page, you can edit or delete existing Quick Reports. Click search for quick reports by keyword, report type, and role. To create a new quick report, click the green '+' button located in the top right corner to add a new quick report.
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Fill in a Name and Description for the report that will be available . These fields will show to the end users. In ‘Administrator Notes’ you can enter in any extra notes about this report.Next, select which Roles will have access to run this notes that will help other administrators understand the purpose and intent behind the Quick Report. If the 'Show Advanced ReportsReport Button' checkbox is checked, the an Advanced Report option will appear to the end user users, allowing them to make changes to change the pre-selected filters for before running the report. You will also need to select the report type: Assigned Learning Module Status Report or Completion Matrix Report.
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Next, you will be prompted to set up the Roles that will have access to run this Quick Report. Users with the roles that you select will see the Quick Report on their dashboard.
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Note: If a Role |
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doesn't appear in |
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the list of Roles, |
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that’s because that Role doesn't have permission to use the Quick Reports feature. You can update this by going to the Cognition menu → Roles → Edit Role → Reports tab. |
Step 2 of 3 ALMSR
If you selected to create a Quick Report for an Assigned Learning Module Status Report, the following filters are available:
Learning Modules - Select specific modules, a Module Report Group, or All Modules
Other user filters - Divisions, Regions, Locations, Job Codes, or Positions
Date filter - You can filter on Hire Date, Assignment Date, Due Date or Complete Date and select static dates or offsets from the date the report is run.
If you use a 'Static Date', the report will always use the same date whenever it is run.
If you use a 'Days Offset', the report will use the date the report is done plus/minus the 'Days Offset' value. For example, if you wanted to report on new hires within the 30 days, you would select 'Hire Date' and set the two date offsets to -30 and 0.
Learning Module Statuses
Advanced Filters - More options to filter on such as Supervisor, Extended User Properties, etc.
Near the bottom, you can choose what columns to include in the output report by checking/unchecking the boxes for each group of fields. You also have the option of using a report template that you have created. Once you are finished, click the 'Next' button at the bottom of the page.
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Step 2 of 3 Completion Matrix
For a Completion Matrix Report, the default is to select /wiki/spaces/CR/pages/19890214, although you can also select individual modules. The following additional filters are available:
User filters - Division, Region, Location, Job Codes, Hire Date, or Positions
'Static Date' and 'Days Offset' work the same for Hire Date as for the Date Filter.
Date filter - You can filter on Assignment Date or Due Date and select static dates or offsets from the date the report is run.
If you use a 'Static Date', the report will always use the same date whenever it is run.
If you use a 'Days Offset', the report will use the date the report is done plus/minus the 'Days Offset' value. For example, if you wanted to report on new hires within the 30 days, you would select 'Hire Date' and set the two date offsets to -30 and 0.
Assignment Types
Advanced Filters - More options to filter on such as Supervisor, Extended User Properties, etc.
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Step 3 of 3
On the final step, you can review the filters and options you have selected. Click the green 'Finish' button at the bottom of the page to create your Quick Report.
Using a Quick Report
The Quick Report should now be showing on dashboards for the users who have the Roles you made the Quick Report available to. Click the blue button to The last piece of setup needed is the report parameters. The options on the “Parameters” tab will vary based on the type of report you chose for the Quick Report. You will pre-select filters for the report such as User filters, Date filters, etc. In addition, you can set up the Quick Report to use a Report Template.
Using the Quick Report
The report should now be showing under Quick Reports on the dashboard for users with the appropriate Roles. They can click the blue button on the right to run the Quick Report.
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If the 'Show Advanced Report Button' checkbox option is checked, then you will be able to enabled, they will see a button when they click the report box to expand it. This will take them to the filters page, where they can adjust the pre-selected Quick report Report filters. This is useful when you need a user wants to run a report similar to variations on an existing Quick Report.