Overview

When managing multiple new hires, courses, or groups, generating reports with specific data can become overwhelming. Standard reports often contain more information than needed, cluttering the report with irrelevant columns.

Custom Reporting allows you to create tailored reports, selecting only the data that is necessary. Whether you're reporting on individual users, groups, or across multiple courses. You can also filter based on tags and choose which columns to include, making your reports more precise and manageable.

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Steps on how to create a custom report

→ Navigate to Custom Reporting

Open the Appical Editor.
Go to Reporting in the left-hand menu.
Select Custom Reporting to start creating your report.

→ Select the Course(s), Users or Groups and Creation date

Choose which courses you want to include in your report.

Select one or more courses from the list.
Use the search bar to find specific courses.
Click Next to continue.

You can select multiple courses to combine their data into one report.

→ Select people or groups

Choose which users you want to include in your report.

You can switch between two options:

Individual users: Search for and select specific users.
Groups: Select one or more groups to include their members.

When selecting individual users, you can also narrow your selection using filters such as:

Role
Status
Creation date
Tags

Filter by tags

If your selected course contains tags, you can use Filter by tags to narrow down your selection. The available tags depend on the course you have selected. Once you've selected the users or groups you want to include, click Next.

→ Select Information to Include in the Report

Select which information you want to include in your report.

The available options are organised into two sections:

Person details

Choose the user information you want to include, such as:

Full name
Email
Language
Groups
Role
First day
Created at
Last sign-in
Invitation accepted on

Course content

Select which course-level information you want to include.

You can choose from different levels:

Content	Available data
Course	Progress, Score, Visits, Time spent, Completed on
Story	Progress, Score, Visits, Time spent, Completed on
Chapter	Progress, Score, Visits, Time spent, Completed on
Page	Answer, Result

Use the checkboxes to select the data you need.

Click Next to continue.

→ Review and generate your report

Before generating your report, you'll see a summary of your selections, including:

Courses
People
Columns
Content
Stories

You can also configure the following options:

Include this week's new hires

Enable this option to include new hires added during the current week.

Save as a scheduled report

Enable this option to receive the report automatically on a recurring basis.

Report name

Enter a name to help you identify your report.

Send the report

Choose how you want to receive your report, including the option to send it automatically by email.
When everything is ready, click Generate report.
Your report will be generated in the background, and a download link will be sent to your email address.

Note: The download link is valid for 7 days.

Access your recent custom reports

You can now find your recently generated reports directly in Custom Reporting.

Navigate to Reporting → Custom Reporting.
Click Recent reports in the top-right corner.
View your previously generated reports and access the available downloads.

This makes it easier to find your reports without having to create them again.

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