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E-Learning - Custom Reporting

Administrators can quickly build their own reports in the Learning Experience Platform (LXP) using the Custom Reporting tool. Once a report is created, you can save it for reuse and even set it to email itself automatically to you and your team on a schedule. It’s a straightforward way to get the exact training data you need, whenever you need it.

 

Build a Custom Report

 

1.    Go to Menu > Analytics and Reports

 

2.   Select ‘LXP Reporting’ 

You will then see a list of your 'Report Packs' (if you have set any up). These are the various folders your reports can be stored and organised by.  

 

3. Select Create a Report 


 

4. Select your Report Type

For a Completed Training Report, we suggest selecting the following:
  • I want to create a report related to: Enrolments
  • Select the data you would like displayed in your report: Shows enrolment statuses for all learners (enrolled and unenrolled'

For an Outstanding Training Report, we suggest selecting the following:
  • I want to create a report related to: Enrolments
  • Select the data you would like displayed in your report: Shows enrolment statuses for all enrolled learners only

Then click Continue

 

5. Select Columns

This shows what columns show up in the report. We'd suggest starting with the following:
    • First Name
    • Last Name
    • Email
    • Department
    • Event Name
    • Enrolment Date
    • Assessment Title
    • Assessment Type
    • Enrolment Status
    • Last Completed
Then click 'Continue'



 

6. Apply Filters

From here you can apply filters that will be automatically be applied to the report before export. You can filter by completion date, learner department, etc. 
For a Completed Training Report, apply a filter to Enrolment Status:
  • Enrolment Status: IS : Passed , Completed
For an Outstanding Training Report, apply a filter to Enrolment Status:
  • Enrolment Status: IS : Incomplete , Not Passed
 IMPORTANT: Click Add filter to ensure the filter applies 

Click ‘Show report preview’ to check the report
Click 'Continue'  

 

7. Click Create Report

 The Report will then generate and can be viewed or exported straight away.
We would recommend you save your report by clicking ‘Save to a report pack’. 

 

 

 

Save your Report

 

1. Click 'Save to a Report Pack'

 

2. Name the report and save it either to an existing report pack or Create a new report pack.

Then click Save 
Your report is now available, anytime, in LXP Reporting and it’s designated Report Pack.

 

 

3. Under Actions, click the eye symbol to view the reports within.  

 

4. Each report in a Report Pack can be edited, copied, or moved.

This means you can create different versions of the same report with specific filters applied.
For example, you could copy an outstanding training report several times and filter each copy to show only one department.
If you save each departmental report into its own report pack, you can then set them up for scheduled delivery to each department head on a recurring basis.

 

 

Automate and Schedule your Report


The report scheduling feature allows your reports to run automatically on a regularly scheduled basis.

 Under LXP Reporting there is a section titled Scheduled Reports 

 

Select this, then Create a scheduled report

 

Then add the scheduler details.

  • Select how often you want the reports to run.
  • Select Start date/time
  • 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.