1. Log in and click on Reporting > Create.
2. Locate the one-time transactions prompt.
On the page that opens, select the Start Building tab at the top of the page, locate the Transactions data set section, then select “What are all my one-time purchases?” This will open the page where you can begin building your report.
3. To start, look at the current filters.
You can do this by clicking the ▼ icon next to “Filters” on the right side of the page. If you want to see purchases from a specific period, you will want to edit the transactions timestamp. Then click run.
4. If you’d like, you can include additional field filters.
- You can use the search field found on the left side of the page or you can select “all fields” and scroll through to see all available data sets and their associated fields.
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When you find a filter you want to use, hover over the desired field and then click on the funnel icon so that it appears to the right of the field name.
- You can then go back to the black filter ribbon on the right of the page (as outlined in step 3) to set the parameters for the newly added field filters.
- Add fields
- If you want to add more fields to your report, you can go back to the fields box on the left and use the search function or look through the available fields.
- Once you find something you want to include, click on the field so the background becomes gray.
- This will open a “working” table (beneath the visualization table) where you can then move the field columns wherever you’d.
- When everything looks as you’d like it to, you can run the report.
7. Save your report
- Click on the gear icon at the very top (at the far right of the page) > Save as a Look
- Name your report and choose where you want to save it.
- Personal: Only you will have access to this report (default if no selection)
- Group: Any other users with a LMS manager account in your organization can access the report
- Going forward, you can find this report by going to Reporting > Create > Looks.
📝 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.