Picture it: All your hard work has paid off! You have made your training modules engaging, motivated your users with due dates and gamification, and now you want to see just how they performed on those trainings. So how do you find that data, and make sure it’s easy to access when you need it?
Learn-WiseGo has a wide selection of standard reports, but with the My Reports tool, you can create customized reports that can be saved and accessed at any time with the most up-to-date data. There are two methods to create a custom report, and we will cover both below.
Method 1: Start from Scratch
From your Reports tab, select “My Reports” to view and create your custom reports.
From there, select “Create My Report” and choose a base view that you would like to pull data from. This can include Lesson Plans, Users and Groups, Certification, and more. Once you have chosen your view, it is time to start creating your report! Start dragging fields from the left menu to the list of Selected Columns, and watch your report build itself as you add in new columns. You can customize these columns further by adding filters.
Once you have added and filtered to the information you need, select “Save as My Report” and give your new report a name. It is now accessible from the My Reports tab at any time.
Method 2: Start with an Existing Report
To streamline the process, you can use one of our standard reports as a template and save your changes to My Reports. Start by selecting a pre-existing standard report, and remove fields or add filters until the report fits your specific needs. You can also re-order the existing columns by dragging and dropping them into the desired order. From there, select “Save as My Report” and give it a new name.
This report is now saved as a custom report with your specific fields and filters, and can be re-accessed at any time with up-to-date data from the My Reports tab.
If you have questions or would like to learn more about how to customize your reports, contact your Account Manager for more information!