Create a custom report

Users can create custom reports for different scopes of data, depending on their role:

• Platform admins can export data for all users across the platform.
• Group admins can export data for members of their groups and subgroups.
• Coaches can export data for members of their groups.
• Editors can export data for users who've taken their courses, within groups where they are an editor.
• Managers can export data about the users they manage.
• Instructors can export data for all users who've played training content in the path sessions they instruct, regardless of their group.

For more information about who can see which data on the platform, see Statistics visibility. This feature is accessible only on the web app.

Platform admins, group admins, coaches, editors, and managers can export a variety of custom reports from the export interface.

You can also open the custom report creation page with pre-filled filters directly from the course statistics page. For more information, see Track course statistics.

If your company has activated extended visibility, group admins and coaches can access statistics for more content, without seeing more user data.

View the export interface

1. In the left sidebar, click  General analytics.
2. At the top, select Custom Reports.

From the Custom reports tab, you can see the list of reports you saved and the reports shared with you.

For each report, you can see the name, type, last modification date, name of the report owner, whether it's scheduled, when the next send date is, and the users it's shared with.

Export reports

You can export custom reports in CSV format. For more information on export types and data filters, see Available columns and filters for custom reports.

1. In the left sidebar, click  General analytics.
2. At the top, select Custom Reports.
3. Click  New report.
4. Under Report settings, in the General section, type the name of the report in the Filename* field.
5. Select the export Type*, which sets where the export will pull data from.
6. In the Filters section, select your filter criteria (the filters will change based on the Type* selected). You can also select additional filters.
7. Under Columns selection, rearrange/add/remove columns in the export.
8. At the top right of the page, click Save to save the export settings for future use, or click Download to export the report.
9. If you clicked Download, click Now to download the report immediately, or Via email to receive the download link via email.

For large reports, we recommend selecting Via email to export the report asynchronously. Saved reports appear in the list of the Custom reports tab.

Select additional filters

Some filter types have additional filtering options.

1. In the top right of the filter section, click  Filter.
2. Select the filter info.
3. If the filter does not load automatically, click Search.

Filter User Custom Fields, Content Custom Fields, and Groups of the user columns

When including User Custom Fields, Content custom fields, or Groups of the user columns in a report, you can filter which custom fields appear in the export.

1. When creating or editing a custom report, open the Columns selection tab.
2. In the Choose how to display your columns section, hover over User Custom Fields, Content custom fields, or Groups of the user, 1 column per group, then click .
3. In the dialog box that opens, select the desired values.
4. Click Apply to save your changes.

The export will contain columns for the selected custom fields or groups. The other custom fields or groups will be filtered out.

Duplicate an existing report

You can duplicate a saved report or a report shared with you. The duplicated report only contains data from users visible to you.

1. In the left sidebar, click  General analytics.
2. At the top, select Custom Reports.
3. On the right of the name of the report, click  → Duplicate.

A copy of the report appears in the list of reports.

Update an existing report

You can update a saved report.

1. In the left sidebar, click  General analytics.
2. At the top, select Custom Reports.
3. On the right of the name of the report, click  Edit.
4. At the top right of the page, click Update.

Download an existing report

You can download a saved report or a report shared with you.

1. In the left sidebar, click  General analytics.
2. At the top, select Custom Reports.
3. On the right of the name of the report, click  → Download now to download the report immediately, or  → Via email to receive the download link via email.

For large reports, we recommend selecting Via email to export the report asynchronously.