Custom Report Builder For Learning SolutionsFebruary, 2014

•Familiarize yourself with the benefits of using the Custom Report Builder1

•Explore the features of the Custom Report Builder2

•Help3

Today’s Overview

What is the Custom Report Builder? A new way of creating custom reports that is

dynamic and user friendly.

Security/Permissions Must already have access to custom reports (create)

Enhancement will not provide support for Internet Explorer 6

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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

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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.

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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

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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

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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

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Step 2: Choose Fields (cont) Fields can be

added to the report in one of three ways:

1. Click a field to add it to the report

2. Type a value in an empty column text box

3. Drag and drop the field into a column (can be effected by bandwidth)

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Report Grid Header Clicking a header bar field opens an action menu for

that field

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Step 3: Filter, Sort, Summarize

Filter by specific values for various fields in the report

Typing field names matches via intellisense

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Previewing Data Refresh button

updates data after any changes

Notification icon displays when changes have been made since last update

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Print/Excel Click

‘Printable’ view or ‘Excel’ to view up to 5000 records

Printable – pops up with data

Excel – opens Excel file

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Help Level 1 Support

Contact Level 1 Support if you have any custom report technical issues. Support contact information can be found on the My Learning Link Help Page.