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.

Click on ‘Reporting’ in the menu to begin creating your custom report.

Go to Custom, and click on ‘Select’.

Select Course(s)

Select the course(s) you want to include in the report.

Choose Users or Groups

Filter Tags

To create a report based on tags you will have to change te selection as well.

A 'Filter Tags' button will appear if the course that you selected earlier contains tags. Note: the 'Filter Tags' option only appears if you select 1 course. You will only see the users that have the tag or tags that you have selected.

Choose the specific data points you want to include by checking the relevant checkboxes.

Available columns include:

User: ​ID, First Name, Last Name, Full Name, Email, Groups, Role, First sign in at, First day, Devices, Visits, Created at, Invitation accepted at, Last sign in, Latest policy, Invited by, Language, Country tags, Office tags, Role tags, Followed by, Following.

Course, Story and Chapter: Progress, Score, Visits, Time Spent.

Page: Answer, Result.

Once you’ve selected the necessary columns, click ‘Done’.

Your report will download as an .XLSX file, containing only the data you selected.

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