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 Assigned Learning Module Status Report and the Completion Matrix 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 the green '+' button located in the top right corner to add a new quick report.

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Step 1 of 3

Fill in a Name and Description for the report. These fields will show to the end users.

In ‘Administrator Notes’ you can enter in any notes that will help other administrators understand the purpose and intent behind the Quick Report.

Next, select which Roles will have access to run this Quick Report. If the 'Show Advanced Report Button' checkbox is checked, an Advanced Report option will appear to users, allowing them to make changes to the pre-selected filters 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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Step 2 of 3 - Assigned Learning Module Status Report

If you selected Assigned Learning Module Status Report, the following filters are available:

• Learning Modules -  Select specific modules, a Module Report Group, or All Modules

• User filters - Divisions, Regions, Locations, Job Codes, or Positions

• Date filter - You can filter on a range for Hire Date, Assignment Date, Due Date or Complete Date. For start and end date of the range, you can select a specific date or an offset:

  • If you use a 'Static Date', the report will always use the selected date regardless of when the user runs the report.

  • If you use the 'Days Offset' option, the report will dynamically set the date based on the date the user runs the report (the current date plus/minus the 'Days Offset' value).  For example, if you want the report to show new hires within the last 30 days, you would select 'Hire Date' as the date filter and set the two date offsets to -30 and 0.

• Learning Module Statuses - Check the boxes for status that should be included.

• 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. 

Step 2 of 3 Completion Matrix Report

For a Completion Matrix Report, the default is to select a Module Report Group. Alternatively 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 a range for Hire Date, Assignment Date, Due Date or Complete Date. For start and end date of the range, you can select a specific date or an offset:

  • If you use a 'Static Date', the report will always use the selected date regardless of when the user runs the report.

  • If you use the 'Days Offset' option, the report will dynamically set the date based on the date the user runs the report (the current date plus/minus the 'Days Offset' value).  For example, if you want the report to show new hires within the last 30 days, you would select 'Hire Date' as the date filter and set the two date offsets to -30 and 0.

• Assignment Types - Required vs Suggested assignments.

• Advanced Filters - More options to filter on such as Supervisor, Extended User Properties, etc.

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 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.

If the Advanced Report option is 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 filters. This is useful when a user wants to run variations on an existing Quick Report.