Creating Export Reports Workflow

Unlike other report templates in Skillport Reporting, the Data Export reports cannot be previewed. Additionally, you cannot use Save Result with Data Export Default or Personal templates.

In order to ensure your reports meet your needs, follow the suggested workflow outlined below.

Suggested Workflow

Modify the Template

1. In Skillport Administrator > Reports > Templates, select the default Data Export template for the desired report and click Edit, or double-click the template.
2. If the template includes the Activity Date Range filter, select a suitable date range based on your requirements.
3. Edit the filters to ensure the report returns the data that meets your needs.
4. Create the display options (columns) for the desired data fields you want to include in the results.
5. Modify the additional display options as desired.
6. Click Save As and save the Template with a meaningful name and description.
7. In the Save Schedule dialog that opens, schedule the report for the desired frequency (daily, weekly or monthly).

Review the Results

1. In the Schedules page that opens, highlight the schedule and select Run Now.
2. In the Results page that opens, locate your report at, or near, the top of the list. (if another report is running, your report may not be the first one in the list).
3. Once the report is complete (see the Status column), select it and click Download to open it and determine if the results meet your needs.
4. If you need to further edit the Template, select it from the Personal tab in Reports > Templates and select Edit.