Managing Reports
Understanding Reports In the Reporting documentation, 'report' refers to the formatted and organized presentation of the data, or results, returned when a query is sent to the database. You can:
Run a report. When you run a report, the results display in a preview screen. This view is temporary and you must save the results in order to maintain the data.
Save the report results. Saving results stores them on the Results window as shown below.
Schedule a report to automatically run in the future. When a report is generated from a schedule, the results are automatically saved to the Results window.
Create a Personal template to customize the report results.
The Results Window
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Results are listed in the order the report was run with the most recent at the top. The Results window includes the following columns:
Name - If generated from a scheduled report, this field displays the name of the report that generated the result. If a user runs a report and saves the result, this field displays the name entered by the user in the Save Result dialog. If a report has a recurring schedule associated with it, there may be more than one report result with the same name.
Description - Can be modified by the user when the result is saved, or when the schedule for the report is created.
Format - HTML, CSV, Excel, or PDF. Determined by the user when the result is saved, or when the schedule for the report is created.
Created By - The name of the user that ran the report, or created the schedule.
Last Activity - The date and time the report was run, reported in GMT.
Run time - The length of time in hh:mm:ss it took for the report to run.
Delete On - The date the results will automatically be deleted from the Results window.
Status - The status of the result. ie: In Progress, Completed, etc. This field also displays warning messages. For example, if an email notification fails, a message will indicate which user(s) did not receive the notification. From the Results window you can:
Refresh the screen to update the list of saved results.
Download the report results. Downloading results saves them to your hard drive or external storage device.
Delete a saved report result.
Delete All report results.
Note: The results of each report reflect the current data held in Skillport as of the last successful database refresh which occurs automatically. It is Skillsoft’s commitment to ensure that customer reporting data is updated within 24 hours. In general, database refreshes (ETL’s) run several times a day. This includes group structure, user status, asset status, assignments, enrollments, approvals, and data from other platforms.
Run a Report When you manually run a report you are actually previewing the results. This allows you to determine whether or not the report meets your needs before you save the results, or create a schedule to run the report in the future. The preview is temporary and you must save the results in order to maintain the data. You can also manually run a report from a schedule in the Schedules tab.
To run a report
1. From the Reports menu, click Templates.
2. In the Templates window select either the Default or Personal tab.
3. Select the desired template.
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4. Click Preview. The results displays in the Preview window.
5. In the Preview window you can:
Sort the data by clicking the column headers.
Note: Changes to the sort order are not maintained when saving results.
Edit the template to modify the dates, filters and display options in order to create a personal template.
Save Template if this template has been modified.
Save Result of the report to the Results tab.
To manually run a scheduled report
1. From the Reports menu, click Schedules.
2. Select the desired schedule.
3. Click Run Now. The report will be saved to the Results window at the top of the list. Notes:
Reports with a large amount of data may take several minutes to generate a preview.
In some instances, if the report contains no data the column headers will still display, but with empty rows.
Reports can also be previewed from a Template window.
Reports run from schedules do not display in the Preview window.
Some Content Activity and Learning Activity reports contain a 'Completion Status' column. If the Completion Certificate option is enabled in Skillport, a Completed value in this column will be a hyperlink that allows you to view the certificate in a separate window. You can print the certificate from the File menu of the new window.
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Save a Report Saving a report allows you to view the results at a later date without the need to re-run the report.
To save a report
1. Click Templates and select either the Default or P