Diving into Data: Customizing your Reports in Learn-WiseGo

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!

Customer Education

Why Use Learn-Wise for Customer Education?

  • Obtain real time data on customer demographics and preferences
  • Rapidly distribute company education materials, product information, news and events
  • Provide global 24/7 access to education materials
  • Ensure customers have a high-level of knowledge prior to commencing live education programs
  • Manage product compliance reporting requirements
  • Low annual fee for unlimited use

FEATURES

Self-Registration

  • Customers provided direct access to sign up for the education site
  • Sign up form accessible through your website, via email or directly at the site login page
  • Decide what demographic data you would like to collect at sign up
  • Customers can be given immediate access to the site or can be placed in an “approval pending” status.
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Automatic Assignment

  • Trainings can be set to auto-assign to all registered users
  • All existing and new users will receive these trainings
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Customer Utilization Reports

  • These reports provide detail on all library content visited including:
    • Total views by Topic
    • Views by User for each Topic
    • Views by Topic for each User
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Communication with Users

  • Send messages within your site that gets emailed directly to your users
    • Coming soon: ability to include images, logos, and attachments
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Module Preview

  • When creating a training module the Admin will have the option to provide a short description
  • This description will appear when the user clicks on the Module name
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Module Search

  • Users will have the ability to quickly find their desired Training Modules by using:
    • Keywords
    • Categories
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Contact your Account Representative if you are interested in learning more about building your own Customer Education site!

Visit www.Learn-Wise.com for more information