Creating Custom Reports

The Create portion under Reporting allows you to create custom reports and tweak base configurations to fit your specific reporting needs. 

Getting Started with Custom Reports

From the left-hand menu, choose "Reporting" then "Create." Then make sure you are on the "Start Building" tab. 

Here, you can choose from a list of questions/prompts sorted by category to help you find the right base configuration to build from. 

Starting Out

1. To start, choose the question that most suits your curiosity or reporting needs. There are countless options to choose from.
2. Let’s say I want to understand purchases within a specific timeframe.  
   Since the course is a one-time fee for users, I might decide to choose “What are my one-time transactions?”
3. When a prompt is selected, a page will open where you can begin building out your report.
4. We recommend starting by looking at the filters currently in use. Click on the filter line at the top to open and view current filters. The image on the right shows the current filters.
5. For this example, I might decide I want to see transactions from January 2 until a specified date. So, I would click on the Transactions Timestamp Time and set that date range
6. If I am satisfied with my filters, I can go ahead and click Run in the top right to see what kind or results I get.
7. Once the report has run, I should be able to scroll down and see the data filtered to my specifications.

Adding or Changing Field Filters

1. To start, review which fields are in use for filtering. 
   • To do this, you can click the “In Use” button under the search box on the left.
   • Any field that is currently in use for filtering will show a funnel icon like to the right of the field name (see example above). 
   • You can also click on the ▼ icon next to “Filters” in the black ribbon on the right of the page to see what fields are in use and how they are being filtered.

2. If you know what you are looking for, you can use the search field found on the left side of the page. Alternatively, you can select “all fields” and scroll through to see all available data sets and their associated fields.  To add the filter, hover over the desired field and then click on the funnel icon so that it appears to the right of the field name.

   

3. Once you’ve added the fields you wish to use as filters, go to the filters section at the top of the page to update the filter parameters you wish to include. Then run or continue editing.

Example: 

• Let’s say I want to see purchases that did not include a coupon. 
• I can search for “coupon” in the field to the left
• Next, I can click on the funnel icon to add that as a filter. It should turn green. 
• From there, I can locate that field in the filter section on the right and choose “is blank” 
• Now you can run your report or continue building it

Adding Fields

Just as you searched for fields to filter on, you can search for fields to include in your report. You can also click through the “all fields” list to see available options

1. Once you find a field you’d like to include, simply click on that field’s name. The background color should change from white to gray.
2. A preview will show under the visualization section. In the very bottom section (where the fields show with gearwheel icons)you can click and drag this column to wherever you would like.
3. When everything looks good, you can run the report. 
4. To remove a field, go to the “In Use” tab on the left side of the page and click the field you wish to remove. This will change the color from gray to white.

Finalizing Your Report

Once you have created a report, you can save the report as a look (standalone report) or add it to a dashboard. We recommend saving as a look to start.

1. Click on the gear icon at the very top (to the far right of the page) Select “Save as a Look”
2. Name your report and choose where you want to save it.
   • Personal: Only you will have access to this report
   • Group: Any other users with a LMS manager account in your organization can access the report

Locating Saved Reports

1. Go to Reporting in the left menu
2. Select Create 
   

3. Select the Looks tab at the top of the page 

   

4. Here you should be able to see your personal reports as well as any group reports you share with others in your organization.
5. Reports that show your initials with a circle around it like in the example to the right indicate the report is a Personal Report and is visible only to you.

Downloading Your Reports

1. To download your report, locate on the gearwheel icon located in the top right. If you don’t see the gearwheel, look for the timestamp in the top right corner and hover there. The gearwheel should appear. 
2. Click the gearwheel and select download
3. From here you can choose the file format, select results, values, and limits, and name your file.
   • If you want to do any further sorting, filtering, or visualization editing, we recommend selecting Excel as the file format.
   • We recommend setting limit to include “All Results” as the ”Results in Table” will be limited to the first 500 results and may not include everything that could appear.
4. When you are ready, select download.
5. The file will begin processing in another window and may take a while depending on how much data is contained in the report.  When your document is ready the window should notify you of success and where to find your report.

📝 Note: Data generated from these reports and anywhere else within the learning management system (LMS) must be used in accordance with Section 13 of your agreement with Framework alongside Framework’s Terms of Use and Privacy Policy.