Administrators can create custom reports using the Learning Experience Platform (LXP) Reporting feature. These reports appear on a dashboard and can be automatically emailed on a schedule.
- Open E-Learning and go to the Menu in the upper-right hand corner (should resemble three horizontal lines). Then click on ‘Analytics and Reports'.
2. Select ‘LXP Reporting’ .
You will then see a ‘Visual Dashboard’ showing an overview of your training data.
From this screen you can drill down into the data by clicking on the columns in the bar chart, or by clicking on the column titles.
Drill Down
Once you have clicked into a bar, you can see further information about the category you have clicked on, again in a bar graph.
You can Export this to an Excel spreadsheet at any stage by clicking on the ‘Export’ button. You can also export to a PDF file, Chart (PNG, JPG, SVG).
Visual Dashboard Filters
The visual dashboard also allows you to add filters to widen your personalisation capabilities.
- Count – how many recorded results will be displayed.
- Category – type in one of the categories displayed on the bar graph and the filter will only display the category you have typed in.
- Active/Inactive Events - display enrolment events that are active, inactive or both.
- Archived/Non-Archived Events - display active, archived events or both.
- Chart Types - choose which columns or rows of data are displayed.
- Data Sets - change the data between Logarithmic and Standard.
Build a Custom Report
This is found via ‘Analytics and Reports’ > ‘LXP Reporting’ under the ‘Report Builder’ tab.
The report builder then has the following options:
- Choose Dataset - the default dataset is All Enrolments, however you can change this to ‘Course Progress’, ‘Policy Summary’, ‘Event Summary’ or various other reports.
- Columns - Click ‘Columns’ to add columns. E.g., For the Learners First and Last Name and Department, click on the boxes to highlight these fields. To re-order the columns, click and drag the column headings in the ‘Preview’ box .
- Filters - Click on the Filters button to filter your results. For example, here you can filter on Learner’s details, eg, Department or Active Learners only, Events, Activities (courses).
- Ordering - The report will be ordered alphabetically by Username but you can change this, so it is ordered by learner, enrolment, event, activities, or other additional fields.
- Full Report - This will produce a full report for All Enrolments, showing Username, Enrolment status (passed, not started, incomplete), First Completed, Event, Assessment Title. This will be ordered alphabetically by Username.
Save your Report
At the top of the page you can save your report and build up different ‘Report Packs’. Click on the drop down option next to ‘Save To’ and select the ‘Report Pack’ you want to save your report to. Here you can create a new Report Pack.
Once you’ve selected your Report Pack, save the report using the ‘Save’ and ‘Save As’ features. The title of the report will appear at the top of the screen.
Please be aware only report packs can be scheduled (see scheduler below).
View or Export your Report
1. Click on the Report Packs heading.
2. Select the Report Pack you have saved your report in. Here you can see all the Reports saved in that Report Pack.
(If you want to edit any of these reports, click anywhere in the report box and it will take you to the Report Builder screen.)
3. Click ‘Export’ to export your report to Excel.
Automate and Schedule your Report
The report scheduling feature allows your reports to run automatically on a regularly scheduled basis.
This is found via ‘Analytics and Reports’ > ‘LXP Reporting’ under the ‘Scheduler’ tab.
Click the + button to add a scheduled report.
Then add the scheduler details.
- Tick ‘Attach Spreadsheet’ to get an Excel spreadsheet attachment each time.
- Select a Report Pack.
- Add your recipients.
We hope you found this guide helpful.
Please contact us at info@bcarm.co.uk
0800 879 99 81 or book a webinar if you would like any further guidance.