Report builder: Difference between revisions
Paul Holden (talk | contribs) (Flesh out Report Builder page.) |
Paul Holden (talk | contribs) m (Fix typos, link other Workplace sections.) |
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{{Workplace}} | {{Workplace}} | ||
= Overview = | = Overview = | ||
Moodle Workplace provides a graphical custom reporting tool. Moodle Workplace custom reports are built using the report builder interface, which provides advanced customization options 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 provides a graphical custom reporting tool. Moodle Workplace custom reports are built using the report builder interface, which provides advanced customization options to administrators. System reports are used in every listing in Workplace: Dashboard, [[Programs]], [[Certifications]], [[Dynamic rules]], and even in the Report builder itself. | ||
{{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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= Sending report results = | = Sending report results = | ||
Custom reports can be created and scheduled to be sent out to specific audiences. From the manage custom reports page, navigate to the schedules tab. Here, the administrator clicks the | Custom reports can be created and scheduled to be sent out to specific audiences. From the manage custom reports page, navigate to the schedules tab. Here, the administrator clicks the "New schedule" button and selects which report they would like to be sent. Various report formats are available to use for attached report data (CSV, Excel Spreadsheet, HTML, JSON, ODS, PDF), as well as recurrence options (send every weekday, month, etc). The administrator can also select which user should be used when sending the scheduled report. This allows the report to be sent to the audience as if it were being viewed by that user. | ||
The audience options allow the administrator | The audience options allow the administrator to select which users should receive the report. In addition to selecting which position and department within an organisation should be included, it is also possible to manually select individual users and/or e-mail addresses. | ||
Finally, the message subject and content can be configured. | Finally, the message subject and content can be configured. | ||
Latest revision as of 09:40, 3 September 2019
This feature is part of Moodle Workplace, which is available through Moodle Partners.
Overview
Moodle Workplace provides a graphical custom reporting tool. Moodle Workplace custom reports are built using the report builder interface, which provides advanced customization options to administrators. System reports are used in every listing in Workplace: Dashboard, Programs, Certifications, Dynamic rules, and even in the Report builder itself.
Accessing the report builder
The report builder can be made available to all users, and is accessed from the Workplace launcher. Users with system capabilities to view and manage reports can view data on all site users. Users with job assignments which have the capability to view reports will see data on users within their own teams only.
Creating a custom report
To create a new custom report, the administrator clicks the plus icon on the reports tab. Reports can use any data from their data sources, including data from the Workplace Datastore that contains historical information and snapshots of past events. After selecting a data source for the new report, 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 click on the "Select an aggregation for the column" icon and then we can select the kind of aggregation depending on the column data type.
Conditions and Filters
Clicking in the "Show/hide filters sidebar" 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 "Switch to preview view" icon, and it displays as it would for the person viewing the report, including any conditions defined. Filters can be reset using the icon on each filter or all at once.
Sending report results
Custom reports can be created and scheduled to be sent out to specific audiences. From the manage custom reports page, navigate to the schedules tab. Here, the administrator clicks the "New schedule" button and selects which report they would like to be sent. Various report formats are available to use for attached report data (CSV, Excel Spreadsheet, HTML, JSON, ODS, PDF), as well as recurrence options (send every weekday, month, etc). The administrator can also select which user should be used when sending the scheduled report. This allows the report to be sent to the audience as if it were being viewed by that user.
The audience options allow the administrator to select which users should receive the report. In addition to selecting which position and department within an organisation should be included, it is also possible to manually select individual users and/or e-mail addresses.
Finally, the message subject and content can be configured.
