Reports in Analytics

Customize reports using filters to only show specific data needed and share with others in your organization.

Ann-Catrine Jonsson avatar
Written by Ann-Catrine Jonsson
Updated this week

About Reports

In Reports in Analytics, you have access to detailed user and course data, all gathered in one place. With data columns and filters, you can customize the reports to include only the specific data needed. The reports can be shared with team managers and others in your organization.

In this article:

Edit a report (columns and filters)

Note: Analytics is only available on specific pricing plans or as an add-on feature.


Accessing and Managing Reports

View the corresponding numbers in the images below:

Access Reports and basic navigation

  1. To open Reports, in Studio, click the Analytics icon located in the left sidebar.

  2. Click Reports in the menu.

  3. Created reports are listed in this view.

  4. Below the report title, you can see what report type it is.

  5. Hover over the description icon to read report descriptions.
    ↓

Report Groups

  1. Use Report Groups to organize your reports.

  2. Create new groups by hovering over Report Groups and click the + icon.

  3. Add reports to groups in the Groups column.
    ↓

Manage Reports

  1. When hovering over a report in the list, click the more menu (the three dots), and you can download, share, duplicate, and delete reports (this can also be done in the report).

  2. Hover over a report and tick the box to the left of a report name (or several to bulk edit), and you get the option to delete and add to groups (in the top right corner).
    ↓


Create a Report

To create a report, select columns, and add filters:

  1. Click the button New Report.

  2. Select Report type (you can select between User Report, Participant Report and Course Report).

  3. Select the data Columns you want to be displayed in the report (you can edit the selections in the report).

  4. Add Filters to include only the specific data needed (you can edit the filters in the report). Select Unlocked or Locked filters.

  5. Click Create Report and the entire report is displayed.

  6. Add a report name and description.

  7. You can adjust the column widths by hovering over a column and dragging the blue line.

    ↓

Tip! Before creating a new report, select a group and then click the New Report button. The report will then automatically be in the selected group.


Edit a Report

You can easily make changes and continue to customize a created report.

Edit Columns in a report:

  • Open Columns and select/deselect columns.

  • You can rename column fields.

  • You can drag and reorder items.

πŸ’‘ All above can be performed when creating a new report or when editing a report.
​

Edit or add Filters in a report:

πŸ’‘ All the above can be performed when creating a new report or editing a report. However, remember to choose between 'Unlocked' or 'Locked' before creating filters, as filters are created separately for each option.

Group filters

You can group filters to combine specific data criteria. The filter groups in the image below means only employees from Sweden and employees from Finland are displayed in the report.

Unlocked or Locked filters

The filter modal has two sections ('Unlocked' or 'Locked') that allow you to control which filters can be visible and editable in U when the report is shared. The filters are created in the same way under each tab. However, remember to choose between 'Unlocked' or 'Locked' before adding filters, as filters are created separately for each option.

  • Unlocked filters: visible and editable in U

  • Locked filters: hidden and uneditable in U

Other edits

In the more menu (three dots in the top right corner), the report can be added to groups, duplicated, or deleted.


​Download a Report

The Report can be downloaded in Excel format or CSV format.


Share a Report

You can share the report with specific users or share based on specific user attributes, such as office, country, etc.
​

View the corresponding numbers in the image below:

  1. The Users option opens a multi-picker listing where you can select one or several users.

  2. The Attributes option opens a multi-picker listing where you can select an attribute or combine several attributes.

  3. With the Restricted data toggle is on (green), users can only see report data based on their individual roles and permissions (recommended setting due to privacy).

πŸ’‘Reports are automatically shared with the report creator in Learnster U.


View a shared Report in Learnster U

When a report has been shared:

  • The users will be able to view it under My Reports in Learnster U.

  • The report can be downloaded by hovering over the report and click the more menu (the three dots).

  • The user can choose to view the reports in grid view (as cards) or list view.

  • In an open report: If Locked filter has been selected when creating filters, the user cannot see the filters.

πŸ‘‰ Read more details about viewing reports in Learnster U.

πŸ’‘Reports are automatically shared with the report creator in U.
​


Report types

There are three types of report types to choose from when you create reports. You select Report type when you create a new report.

Read more about the different Report types below and see lists of what data columns and filters are available for each report type. This information will help you choose the appropriate report type for your specific data needs.

User Reports

Gives an overview of users and their individual information, such as title, company, and team. This report type includes one row per user in your vendor.

πŸ‘‡Click the arrows to open lists of available data columns and filters.

Data columns available

User email

First name

Last name

User roles

Courses

Active

Username

User title

User company

User office

User country

User about

User unique ID

User tags

User teams

User direct managers

User team managers

User creation date

User last login

Parents

Filters available

User company

User email

Active

User office

User title

User country

User tags

User creation date

User last login

User teams

User team managers

User direct managers

Parents

Courses

Participant report

An overview of Learner's information related to specific courses. This report type includes one row per course that a Learner is enrolled on.

πŸ‘‡Click the arrows to open lists of available data columns and filters.

Data columns available

User email

First name

Last name

Parent name

Course name

Status

Username

User title

User company

User office

User country

User about

User unique ID

User tags

User teams

User direct managers

User team managers

User creation date

User roles

User last login

Course start date

Course end date

Course length (min)

Course scheduled time (min)

Course self-study (min)

Course tags

Course categories

Scheduled event count

Course notes

Course other information

Course price

Course price currency

Archived

Location

Catalog course

Compliance course

Instructors

Content designers

Course status

Instruction mode

Course deadline

User enrollment date

Course progress

User last activity date

Course completion date

Compliance status

Compliance expiration

Attendance

Anything we need to know message

Promotion code

Filters available

User company

User office

User title

User country

User tags

User creation date

User last login

User roles

User teams

User team managers

User direct managers

Course name

Parent name

Course start date

Course length (min)

Course scheduled time (min)

Location

Instruction mode

Course status

Course tags

Course categories

Catalog course

Compliance course

Instructors

Content designers

Course price

Archived

Status

User enrollment date

Course completion date

Attendance

Course progress

Compliance status

Compliance expiration

Course report

An overview of courses and data related to each individual course. This report type includes one row per course in your vendor.

πŸ‘‡Click the arrows to open lists of available data columns and filters.

Data columns available

Course name

Assigned

In progress

Not started

Completed

Course status

Parent name

Course start date

Course end date

Course length (min)

Course scheduled time (min)

Course self-study (min)

Course tags

Course categories

Average progress

Attended events

Scheduled event count

Passed

Failed

Course notes

Course other information

Course price

Course price currency

Archived

Location

Compliant

Not compliant

Catalog course

Compliance course

Instructors

Content designers

Instruction mode

Filters available

Course name

Parent name

Course start date

Course end date

Course length (min)

Course scheduled time (min)

Location

Instruction mode

Course status

Course tags

Course categories

Catalog courses

Compliance course

Instructors

Content designers

Course price

Archived


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