Run a Report

When you manually run a report you are actually previewing the results. This allows you to determine whether or not the report meets your needs before you save the results, or create a schedule to run the report in the future. The preview is temporary and you must save the results in order to maintain the data. You can also manually run a report from a schedule in the Schedules tab.

To run a report

1. From the Reports menu, click Templates.
2. In the Templates window select either the Default or Personal tab.
3. Select the desired template.
4. Click Preview. The results display in the Preview window.

   

5. In the Preview window you can:
   • Edit the template to modify the dates, filters and display options in order to create a personal template.
   • Save Template if this template has been modified.
   • Save Result of the report to the Results tab.
   • Sort the data by clicking the column headers.

     Report results are grouped by username which you cannot change. You also cannot change the sort order by clicking the User Name, First Name, or Last Name column headers, if displayed. Clicking other column headers will sort the rows grouped under each user. For example, the screen shot below shows the results of sorting the above report results by the Asset Title column. Notice the order of the users does not change, however the order of the rows listed under each user does change.

     Note: Changes to the sort order are not maintained when saving results.

     

To manually run a scheduled report

1. From the Reports menu, click Schedules.
2. Select the desired schedule.
3. Click Run Now. The report will be saved to the Results window at the top of the list.

Notes:

• Reports with a large amount of data may take several minutes to generate a preview.
• In some instances, if the report contains no data the column headers will still display, but with empty rows.
• Reports can also be previewed from a Template window.
• Reports run from schedules do not display in the Preview window.
• Some Content Activity and Learning Activity reports contain a 'Completion Status' column. If the Completion Certificate option is enabled in Skillport, a Completed value in this column will be a hyperlink that allows you to view the certificate in a separate window. You can print the certificate from the File menu of the new window.