Difference between revisions of "Report builder"

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(Initial draft adapted from transcript of video)
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{{Workplace}}
 
{{Workplace}}
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= Overview =
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Moodle Workplace provides a graphical custom reporting tool. Moodle Workplace system reports are built using the report builder interface, optimizing the customization options available to administrators. System reports are used in every listing in workplace: Dashboard, Programs, Certifications, Dynamic rules, and even in the Report builder itself.
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{{MediaPlayer | url = https://youtu.be/gvQ6WqFYGns | desc = Moodle Workplace | Training | Report Builder}}
 
{{MediaPlayer | url = https://youtu.be/gvQ6WqFYGns | desc = Moodle Workplace | Training | Report Builder}}
  
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= Accessing the report builder =
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The report builder can be made available to all users, and is accessed from the Workplace launcher.
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= Sending report results ==
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Custom reports can be created and scheduled to be sent out to specific audiences. Here, the administrator clicks the plus to create a new report: a list of users.
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= Data sources =
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Reports can use any data from their data sources, including data in the internal learning record data store that contains historical information and snapshots of past events. We can click on a column or drag it into the table to add it to the report. To use aggregation on any column, we just need to use the section on each header and then we can select the kind of aggregation depending on the column data type.
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= Conditions and Filters =
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Clicking in the Settings icon on the right will expand the right panel that we can use to define conditions and filters and set the default sorting order. Using conditions, we can pre-filter the report for the users. Conditions cannot be changed in the viewing mode. In the filters tab, we can define filters and we can define the default sorting order using the last tab just by selecting and rearranging the available options.
  
''Information coming soon...''
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= Preview report =
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Finally the report can be previewed by clicking the eye icon, and it displays as it would for the person receiving the report, including any filters defined. Filters can be reset using the icon on each filter or all at once.

Revision as of 23:10, 1 August 2019

workplacelogo.png This feature is part of Moodle Workplace, which is available through Moodle Partners.

Overview

Moodle Workplace provides a graphical custom reporting tool. Moodle Workplace system reports are built using the report builder interface, optimizing the customization options available to administrators. System reports are used in every listing in workplace: Dashboard, Programs, Certifications, Dynamic rules, and even in the Report builder itself.

Moodle Workplace

Accessing the report builder

The report builder can be made available to all users, and is accessed from the Workplace launcher.

Sending report results =

Custom reports can be created and scheduled to be sent out to specific audiences. Here, the administrator clicks the plus to create a new report: a list of users.

Data sources

Reports can use any data from their data sources, including data in the internal learning record data store that contains historical information and snapshots of past events. We can click on a column or drag it into the table to add it to the report. To use aggregation on any column, we just need to use the section on each header and then we can select the kind of aggregation depending on the column data type.

Conditions and Filters

Clicking in the Settings icon on the right will expand the right panel that we can use to define conditions and filters and set the default sorting order. Using conditions, we can pre-filter the report for the users. Conditions cannot be changed in the viewing mode. In the filters tab, we can define filters and we can define the default sorting order using the last tab just by selecting and rearranging the available options.

Preview report

Finally the report can be previewed by clicking the eye icon, and it displays as it would for the person receiving the report, including any filters defined. Filters can be reset using the icon on each filter or all at once.