Quick Reports allow you to pre-select filters for reports, so that administrators can run one-click Assigned Learning Module Status Reports and Completion Matrix Reports directly from their Dashboard. 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 the green '+' button located in the top right corner to add a new quick report.
Step 1 of 3
Fill in a Name and Description for the report that will be available 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 Quick Report. If the 'Show Advanced Reports' checkbox is checked, the Advanced Report option will appear to the end user allowing them to change the pre-selected filters for the report. You will also need to select the report type: Assigned Learning Module Status Report or Completion Matrix Report.
Note: If a Role does not appear in this list, it is because they do not 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 - Link to view advanced filters is on the right side of the page
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.
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 used:
Learning Modules - Select specific modules or a Module Report Group you have created
Other user filters - Such as Locations, 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 - Required, Suggested, or both
Advanced Filters - Link to view advanced filters is on the right side of the page
Step 3 of 3
On the final step, you can review the filters and options you have selected to make sure they are correct. Click the green 'Finish' button at the bottom of the page to create your report.
Using a Quick Report
The Quick Report should now be showing on user dashboards. Click the blue view button at the right to run the Quick Report.
If the 'Show Advanced Report Button' checkbox is checked, then you will be able to run an Advanced Report. An Advanced Report behaves the same as a ALMS or Completion Matrix report, but all the filters you set when creating the Quick Report will be pre-populated. This is useful when you need to run a report similar to an existing Quick Report.