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Custom Report
Builder For
Learning
Solutions
February, 2014
Today’s Overview
1
• Familiarize yourself with the benefits
of using the Custom Report Builder
2
• Explore the features of the Custom
Report Builder
3
• Help
What is the Custom Report
Builder?

A new way of creating custom reports that is
dynamic and user friendly.

Security/Permissions


3
Must already have access to custom reports (create)
Enhancement will not provide support for Internet
Explorer 6
Report Builder: Benefits





4
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
Use Case

5
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.
Step 1: Select a Report Type
6

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
Step 2: Choose Fields



7
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
Step 2: Choose Fields (cont)
8

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
Step 2: Choose Fields (cont)

1.
2.
3.
9
Fields can be
added to the
report in one of
three ways:
Click a field to
add it to the
report
Type a value in
an empty
column text
box
Drag and drop
the field into a
column (can
be effected by
bandwidth)
Report Grid Header

10
Clicking a header bar field opens an action menu for
that field
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.
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