Building custom reports with TalentLMS
TalentLMS Features & Updates

Building custom reports with TalentLMS

Custom reports is a new addition to TalentLMS that greatly enriches the reporting functionality of the system.

In essence, custom reports let you report on the progress of a subset of users. What makes it important is that they give you full control on the characteristics of this subset and that you can perform mass actions on the returned users.

In this post, we will share a few examples of custom reports use cases that address real business needs.

Example 1: Communication
Assume that you want to send a message to all users that have not logged in to the system for a prolonged period of time. In order to achieve that you could create a simple, custom report that returns all users that have not logged in during the last, say, 5 days (picture 1) and then from the mass actions menu send a message to those users (picture 2).

Picture 1: Select users without activity
Picture 1: Select users without activity
Picture 2: Mass message to users

Example 2: Mixed objects reporting
TalentLMS already offers a number of reports for courses, groups and branches. What you could not do though is to report on users from multiple courses, groups and branches in one coherent report. Custom reports let you do that in a straightforward manner. For example, you can report on all users that belong to Branch-A and Branch-B but not Group-A (picture 3).

Picture 3: Selecting Multiple Branches and Groups

Example 3: Mass actions
Another important usage of custom reports is as a tool to perform mass actions. For bigger TalentLMS installations mass actions can produce substantial time savings. Say, you created a new Group-B and would like to copy all users from Group-A to Group-B. You can easily achieve that effect by creating a report for users on Group-A and then using the “Add to group” mass action to copy them to Group-B (picture 4).

Picture 4: Mass actions

The above use cases are just the tip of the iceberg, as custom reports have a lot of depth and breadth. Especially mass actions may be a much appreciated system extension under a vast number of cases.

As for the technical aspect of building custom reports in TalentLMS? Well, you can add up to 5 different rules.

In particular, the rules you can set are the following:

-Belong to branch
-Do not belong to branch
-Belong to group
-Do not belong to group
-Have the course
-Do not have the course
-Have completed the course
-Have not completed the course
-Have completed a course within a period of time
-The course has expired
-Have a certification for course
-Have an expired certification for course
-Got a certification within a period of time
-Have logged in within a period of time
-Have not logged within a period of time
-Have signed up within a period of time
-Have the user type
-Have a specific value on a custom field
-Are active
-Are inactive

Head over to our explanatory support article on building custom reports in TalentLMS to learn more! Also, have a look at all the reporting features supported in TalentLMS.

(Note: Custom reports are available from Plus plan upwards)

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