Create a Report with Report Builder

On this page:

Get Started

1. Choose Professional Learning from the main menu.

2. Click Reporting then Report Builder.

3. Click Create Report.

4. Select a Report Type, then click Create.

5. Enter the report Details, then click Next.

Manage Users

Select the users to include in the report.

1. Click Add Users.

2. Add users to the list.

   • Dynamically add users to the list.

     1. Click Add Criteria.

        • Click Add Dynamic Rule. Select the criteria, then click Add.

        • Click Add Staff Group. Click Add Group (plus icon) for the applicable groups, then click Close.

     2. For all dynamic rules, choose Include or Exclude for the associated users.

   • Manually add users to the list.

     1. Click Add User.

     2. Find and select the applicable users.

     3. Click Add # Users.

3. In the user list, click Excluded for individual users as needed.

4. Click Done.

5. Click Next.

Define Filters

Define criteria to narrow the report results.

1. Click Add Filter.

2. Choose the filter criteria.

3. Click Save.

4. When done adding filters, click Next.

Select Columns

Select the data to include in the report results, then click Next.

Share

Select other users who can access and run the report.

1. Click Share to Users.

2. Add users to the list.

   • Dynamically add users to the list.

     1. Click Add Criteria.

        • Click Add Dynamic Rule. Select the criteria, then click Add.

        • Click Add Staff Group. Click Add Group (plus icon) for the applicable groups, then click Close.

     2. For all dynamic rules, choose Include or Exclude for the associated users.

   • Manually add users to the list.

     1. Click Add User.

     2. Find and select the applicable users.

     3. Click Add # Users.

3. In the user list, click Excluded for individual users as needed.

4. Click Done.

Click Finish.