Custom Report Builder For Learning Solutions February, 2014
What is the Custom Report Builder? • A new way of creating custom reportsthat is dynamic and user friendly. • Security/Permissions • Must already have access to custom reports (create) • Enhancement will not provide support for Internet Explorer 6
Report Builder: Benefits • Provides users with a simple user interface • Allows previewing of report data during the creation of a custom report • One-page workflow • Lists fields in a user friendly accordion • Includes drag and drop functionality
Use Case • Create a customized report on ‘Transcript’ progress utilizing a simple interface that allows drag and drop functionality, as well as filtering and previewing of data while building the report.
Step 1: Select a Report Type • Select the report type via dropdown (based on permission) • The report builder interface will launch automatically after a few seconds • The system will dynamically match common fields based on the type of report chosen • If the report type is changed while building the report, a warning will be displayed
Step 2: Choose Fields • Fields are viewed by utilizing a simple accordion interface • Each of the fields have an associated icon based on type: • Text • Numeric • Date • True/False • Miscellaneous section includes • Hierarchical Percentages • Overall Percentages • Record Counts
Step 2: Choose Fields (cont) • Fields can be filtered based on: • Standard Field • Custom Field • Text • Numeric • Date • Yes/No • Filtering is also available via a text box by typing the field name
Step 2: Choose Fields (cont) • Fields can be added to the report in one of three ways: • Click a field to add it to the report • Type a value in an empty column text box • Drag and drop the field into a column (can be effected by bandwidth)
Report Grid Header • Clicking a header bar field opens an action menu for that field
Step 3: Filter, Sort, Summarize • Filter by specific values for various fields in the report • Typing field names matches via intellisense
Previewing Data • Refresh button updates data after any changes • Notification icon displays when changes have been made since last update
Print/Excel • Click ‘Printable’ view or ‘Excel’ to view up to 5000 records • Printable – pops up with data • Excel – opens Excel file
Help • Level 1 SupportContact Level 1 Support if you have any custom report technical issues. Support contact information can be found on the My Learning Link Help Page.