Professional Learning

Create Ad-Hoc Reports

Get Started

  1. Choose Professional Learning from the main menu.

  2. From the Reporting menu, select Adhoc Reporting (PD Reports).

  3. Click New Report within the required report category.

Define Criteria

To narrow down the report results, use the field menus in the last column to define search criteria.

The field does not have to be selected in the Select column to be used to refine the report results.

Select Data

Select the data to include in the report results.

  • For the raw data view, select the data to include in the Select column.

  • For the raw data view, configure the Sort order. In the column header, select whether to sort the data in ascending or descending order. Then click the data fields to use for sorting. The first column is the primary sort, and the second column is the secondary sort.

  • For the raw data view, select the data you want to be filterable in the Filter Option column.

  • For the graphical view, select the desired graph type in the Graph Option column. Data points not recommended for graphing are highlighted.

Save Report Settings

  1. Enter a unique Name and Description for the saved report.

  2. If report data viewed by others should be restricted to their viewing rights, select the Restrict Results option.

  3. Click Raw Data or Graphical to determine the default data display.

  4. Click Save.