Export a platform report

  • Updated

Who can use this feature?

  • Platform Admins can export data from all groups.
  • Group Admins can export data from their groups and subgroups.
  • Coaches can export data from their groups.
  • Authors can export data from users who've taken their courses.
  • Managers can export data about their reports.
  • Instructors can export data from all users who've played training content in the path sessions they instruct, regardless of their group.

Accessible only on the Web Application.

You can activate an extended visibility feature to allow:

  • Group admins to see and export the statistics for the trainings that the learners in their group and subgroups did in the context of their group and publicly connected groups.
  • Coaches to see and export the statistics for the trainings that the learners in their group did in the context of their group and publicly connected groups.

To activate the extended visibility feature, contact your Customer Success Partner (CSP).

Platform Admins, Groups Admins, Coaches, Authors, and Managers can export a variety of custom reports from the export interface.

View the export interface

  1. At the top of the homepage, click All.
  2. At the top left, click bar.svg Statistics.
  3. At the top, select Custom Reports.

view-export-interface.gif

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, the type, the last modification date, the name of the report owner, whether the report is scheduled, when the next sending occurs, and the users with whom the report is shared.

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. At the top of the homepage, click All.
  2. At the top left, click bar.svg Statistics.
  3. At the top, select Custom Reports.
  4. Click plus.svg NEW REPORT.
  5. Under Report settings, in the General section, enter a File name and select the export Type*:
    • File name*: The name of the report.
    • Type*: 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).
  7. Under Columns selection, rearrange/add/remove columns in the export.
  8. At the top right of the page, do either of the following:
    • Click Save to save the export settings for future use.
    • Click DOWNLOAD → Now to download the report immediately.
    • Click DOWNLOAD → Via email to receive the download link via email. For large reports, we recommend selecting this option to export the report asynchronously.

Select additional filters

Some filter types have additional filtering options.

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

Filter User Custom Fields and Groups of the user columns

When including User 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 or Groups of the user, 1 column per group, then click pen.svg.
  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. At the top of the homepage, click All.
  2. At the top left, click bar.svg Statistics.
  3. At the top, select Custom Reports.
  4. On the right of the name of the report, click 3Dots.svgDuplicate.

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

Update an existing report

You can update a saved report. 

  1. At the top of the homepage, click All.
  2. At the top left, click bar.svg Statistics.
  3. At the top, select Custom Reports.
  4. On the right of the name of the report, click pen.svgEdit.
  5. 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. At the top of the homepage, click All.
  2. At the top left, click bar.svg Statistics.
  3. At the top, select Custom Reports.
  4. On the right of the name of the report:
    • Click download.svgDownload now to download the report immediately.
    • Click download.svgVia email to receive the download link via email. For large reports, we recommend selecting this option to export the report asynchronously.

 

Check out our blog for more L&D resources.

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