While the standard Overview reports provide easy access to your Curricula data, Detailed reports are a great way to take a deeper look at your data and gain insight into more refined inquiries.
Step 1 - Selecting Your Object
First, decide what type of data you would like the report to return by selecting the Show me dropdown and selecting the object you want to drill into.
For example, choosing the ‘Learners’ object will allow you to filter by Groups, Departments or Tags, while ‘Episode Sessions’ will allow you to filter by specific Episodes, Scores, Completed Status and more! Other available objects include ‘Phishing Attempts’ or ‘Phishing Campaigns.
From here, choose whether you’d like "all" or "any" of the selected conditions to be met when filtering your data.
Step 2 - Adding Conditions & Saving Your Report
Next, add as many conditions you need to complete the query by selecting the Conditions dropdown and choosing from the conditions menu.
It’s important to note that the available Conditions in each menu change based on the selected object in Step 1.
As you add, modify or remove Conditions, the associated data will update dynamically in list format beneath the settings panel.
Once you’ve completed your report, you can save the custom Conditions so you can easily recreate an updated version of the report at a later date. To save your unique Conditions set, select ‘Save report…’ in the top right corner.
You can access and manage your saved reports by selecting ‘Prebuilt reports…’ above the settings panel.
Step 3 - Exporting Your Report
Lastly, you can browse the results of this detailed report query from within the platform in the list format or export the results to a CSV file.
If you have additional questions or need assistance, you can contact our Support Team at anytime by submitting a ticket using the link below: