Custom Reports

June 2, 2011 8:31 am, Published by

We are aware that different types of training providers have different requirements when it comes to the reports they generate for their organisation – while our standard reports cover the majority of areas, there are always specific reports that people have a need for. For this reason, LearningSource allows training providers to create and save reports according to their needs – there are two specific ways we do this, firstly through the creation of custom reports, and secondly by editing default settings for an existing report.

Creating a new report takes only a few steps – users select a report they want to create a favourite from and then, using our report options, customise the report and save it as a “Favourite”, in the same way an existing favourite report can be deleted when it is no longer required.

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Changing default settings is a little different in that, rather than creating a new report within the report menu, it simply changes the default way in which a report is displayed. To change the default options, click “More options” within the report window and when you’ve finished customising simply click “Save as default” – Voila the default display settings for the report have been amended.

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We have more detailed steps about how to perform these tasks over on our online help page, click here for instructions on creating a new favourite and click here for changing the default settings for a report.