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.