Edit a Custom Report

For every Custom Template you created that is listed in the All Reports page, you can edit it.

To edit a custom report:

  1. From the Analytics menu, select View All Reports.
  2. Locate a Custom template from the list of reports.
  3. Select to open it.
  4. Select Display table to view the report to confirm it is the one you want.

  5. The global filters you set apply to all data presented on the page. To use global filters:

    1. Change the default filters by selecting an option from each filter you require.
    2. Select Run report. The report loads to match your filters.
    3. If needed, reset both global filters and any filters made to columns by selecting Clear all filters. To reset the full report back to its original state, select Reset to default.
    • Date filters: The Date filters apply to the DURATION, FIRST ACCESS, LAST ACCESS, and TOTAL ACCESSES columns.
      • Date Range Presets: A drop-down list of date ranges that filters the data to the selected range. Select Custom to enter specific dates.
      • Start: Instead of using a Date Range preset, use this to specify a start date. When you enter a Start date, the Date Range Presets filter changes to Custom.
      • End: Instead of using a Date Range preset, use this to specify an end date. When you enter an End date, the Date Range Presets filter changes to Custom.

        • A user accesses a course on September 1 and September 15. They accesses it again on October 1, when they complete the course. They access it once more on October 15 to review it.

        The activity for this user, with Start set as September 1 and End set as October 15, would look like this:

        FIRST ACCESS: September 1
        LAST ACCESS: October 15
        TOTAL ACCESSES: 4
        COMPLETED DATE: October 1
        STATUS: Completed

    • Audience: Predefined group of users. Enter the name of an audience and then select it from the list. You can display the data for multiple audiences at the same time by entering more than one audience name.
    • User: Individual with a Percipio user account. Enter a user's name to filter the report to include that user. You can display data for up to 10 users at the same time by typing in more than one user name.
    • Asset Type: Default asset type selections include Audiobook, Audio Summary, Book, Book Summary, Course, Scheduled content (for example live course),Assessment (for Skill Benchmarks) and Linked Content. To include additional content types, click the Asset Type filter field for a drop-down list. To remove a filter, click the to the right of the content type.
    • Language: Select only one option from the drop-down list. All Languages is set by default.
  6. Select Update to apply the new global filters.

  7. After applying new global filters, the table reloads. Reorganize the columns in the table by sorting, filtering, changing the order, and choosing which ones to display. You can also pin columns and group by them.

    1. The following options are available to organize the columns in the report:

      Column Action How to Use
      Sort From within the column heading, select the arrow button to toggle between ascending and descending.
      Filter

      To filter a column for select data, from within the column heading:

      1. Select the more options button , then select the filter button .
      2. Choose how you want to filter. Options will vary depending on the data contained in that column. You may see: equal, greater than, less than, not equal, contains, does not contain, starts with, ends with, or in range.
      3. Enter a value in the space provided. This field is case sensitive. For example if you select contains and enter akara,Percipio does not find a match with and item containing Akara.
      4. If available, you can add more filters using the inclusion of AND or OR. If you select AND, data must meet both conditions to display. If you select OR, data must meet at least one condition to display.
      5. The filter is applied immediately. Select anywhere outside the filter to close the filter box.

      If a column is filtered, the filter icon shows in the column header.

      Pin (Anchor)

      To pin or anchor a column so that it does not scroll left or right off the page:

      1. From within the column heading, select the more options button .
      2. Make sure the more options tab is highlighted and select Pin.
      3. Choose Pin left or Pin right. If you select Pin left, the column is moved to the far left. If you select Pin right, the column is moved to the far right.
      4. To remove the pin and reposition the column back to its original location, select No pin.
      Autosize

      If you want to ensure you can read the longest value within a column, you can autosize it. You can do one column at a time or all of them at once.

      1. From within the column heading, select the more options button .
      2. Make sure the more options tab is highlighted and select Autosize this column or Autosize all columns.
      Group

      Sometimes it is helpful to see your data grouped in a particular way, for example, by user role or by status. You can create groups within groups for further segmentation.

      There are two ways to group your data:

      1. From within the column heading:
        1. Select the more options button .
        2. Make sure the more options tab is highlighted and select Group by [this column]
        3. To remove the grouping: select Ungroup by this column.
      2. From the right column expansion list:
        1. Locate the column in the list you want to group by.
        2. Select and hold the group icon .
        3. Drag the column to Row Groups at the bottom.
        4. Select the X next to the Row Group to remove it.
      Hide/Show

      To only show the data relevant to your needs, you can select which columns display.

      From the right Column expansion listClosed :

      1. Locate the column in the list you want to show or hide.
      2. To show a column, make sure you check the box. To hide a column, uncheck the box.
      Reorder To change the display order of the columns, you can click and drag a column heading left or right to reposition it within the table.
  8. At this point you have three actions:
    1. Select Save changes to replace your existing version.
    2. Select Reset to last save to return to the version you last saved.
    3. Select Save as new template to create a new version of this report.
  9. You can select to Download report at this point so you can share with others in your organization.