Custom Report Builder For Learning Solutions February, 2014

Familiarize yourself with the benefits of using the Custom Report BuilderFamiliarize yourself with the benefits of using the Custom Report Builder 1 Explore the features of the Custom Report BuilderExplore the features of the Custom Report Builder 2 HelpHelp 3 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 3

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 4

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. 5

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 6

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 7

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 8

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) 9

Report Grid Header  Clicking a header bar field opens an action menu for that field 10

Step 3: Filter, Sort, Summarize  Filter by specific values for various fields in the report  Typing field names matches via intellisense 11

Previewing Data  Refresh button updates data after any changes  Notification icon displays when changes have been made since last update 12

Print/Excel  Click ‘Printable’ view or ‘Excel’ to view up to 5000 records  Printable – pops up with data  Excel – opens Excel file 13

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.