Accord LMS Reports
Accord Learning Management clients are familiar with the capabilities of our advanced reporting model. Each report can feature an unlimited number of user defined report definitions. Each report definition may be customized based on specific content, groups of users, individual users, a given time-frame, completion status or more. In addition to being highly configurable, these reports can be automated to deliver a filtered version to specific team admins. One report definition can be customized to automatically serve the needs of every team.
On some occasions, all you really wish to determine is who completed their assignments last month. Accord has released a new report with version 2019.01 which will answer this question quickly. Accord’s new Quick report provides the information you need to determine simple learner activity queries without requiring extensive familiarity with our advanced report features. As an added bonus, the Learning Element Quick report uses new technology along with a simpler design which makes it considerably faster than our advanced reports.
Figure 1 – Where to find Quick Reports
The Reports page includes panels which can show or hide certain options. Use the arrows at the right-hand side of the title row to expand or hide additional options. See figures 2 & 3 below as an example.
Figure 2 – Closed Reports Panels
Figure 3 – Open Quick Reports Panel
Three Basic Steps: Who, What, When
Creating a new LE Activity Quick report is a simple three step process. You will define Who is on the report, What content is on the report and When the Learner Activity took place. To get started, click the Continue button.
Step 1: Who
The quick report allows you to select which learners will appear on your report in one of three ways.
Selecting users allows you to type in individual usernames and create a list of learners who will appear on the report. To add a user to your list, type in enough of their username for it to appear on the left-hand list. Click a name to highlight the user which you wish to add. Click the double arrow on the right. It is as simple as this. To remove a user from the list, highlight them from the right-hand list and click the left double arrow.
Figure 4 – Selecting Individual Learners by username
You can select a group of users to appear on the LE Activity Quick Report based on their particular Learning Roles. It is important to understand that this is only being done to select Learners. Selecting a Learning Role will not impact the content which will appear on the report. You will select specific content in Step 2 below.
Figure 5 – Selecting Learners by Learning Role
Finally, you may select one or more Teams to be included on the report. If you plan to save this report definition so that it may be shared with reporting admins that manage their own teams, select the All Members Team. The report will then automatically filter to their Active Team when they run the report.
Figure 6 – Selecting Learners by Team
Step 2: What
After you’ve selected who will be on the report, click the Content tab. The LE Activity Quick report will return Activity tied to Learning Elements in the report. You may select which Learning Elements will be included by selecting Folders or Learning Elements. Choosing Folders will return activity for all Learning Elements contained within those selected Folders. Choosing Learning Elements will only return those Learning Elements specifically selected.
Initially the report will default to All Folders. Un-checking the All Folders box will display the entire LMS Catalog. Admins can select folders which they maintain appropriate permissions for.
If you want your report to include activity from 'All Time', you can click the Generate Report button. If you would like to select a specific time period, continue on to Step 3.
Figure 7 – Selecting Content by Folders or Learning Elements
Step 3: When
To choose a time frame for your report, select the Date tab. Choose from one of the preset selections (e.g. This Month, Last Month, etc.) or you may use the custom calendar to set a specific date range. At this point, you may click Generate Report. Your results will appear immediately beneath the selection tabs.
Figure 8 – Selecting a Specific Date Range
Step 4 (Optional): Selecting Columns
The fourth and final tab available to you on the LE Activity Quick Report is the Columns tab. Use this tab to select which data will appear on your report. Default columns should be sufficient for most reports.
Figure 9 - Columns
The results of your quick report can be viewed on-screen or exported to PDF or Excel documents. On-screen results can be grouped by dragging Column headers into the row above column headings. Filters can be instantly applied by typing the filter text at the top of each column. By design, grouping and filtering occurs nearly instantly.
Figure 10 – LE Activity Quick Report Results
Saving a New Quick Report Definition
Once you are satisfied with your report, you can save your report parameters to use this report again or share it with other administrators. Expand the Definitions panel and choose Create New Definition in the Selected Definition field. Give your report definition a name and description. Select specific teams if you would like to limit access to this report definition. Click Create. In the future you will be able to select this report definition by name.
Figure 11 – Saving Your Report Definition
The Accord LMS report suite contains a set of highly configurable reports which will return a wide-range of activity reports. The new LE Activity Quick Report is a fast way to access simple completion data without needing to consider all possible report parameters.
To see this report demonstrated, please review our recent webinar introduction of the LE Activity Quick Report.
Clients who do not have the Quick Reports panel in their LMS can submit a support ticket to request an upgrade to version 2019.01 or later.
Evaluators wanting to see the complete range of reports available with the Accord LMS are encouraged to contact our sales department for a friendly demonstration.