How To Create a Report

This guide shows how to create a report. Similar to the Audit report, this report will allow you the option to add/remove desired fields. 

Before you begin, here are some initial tips to ensure your reports will run smoothly:

1) Clear your browsing history

2) Use a separate Incognito tab

3) Check the accuracy of your final report

Step 1:

Start on the Employee Training Center (ETC) Dashboard.

Employee Training Center dashboard

Step 2:

Click on the Admin icon on the upper left-hand corner of the page.

Arrow pointing to Admin icon

Step 3:

Select View Full Menu.

Arrow pointing to View Full Menu

Step 4:

Select Reporting.

Arrow pointing to Reporting

Step 5:

Select Advanced Reporting.

Arrow pointing to Advanced Reporting

Step 6:

The screen will refresh to the Repository page.

Repository page

Click on the Create button located on the upper left-hand side of the page.

Arrow pointing to create button

Step 7:

Select Ad Hoc View.

Arrow pointing to ad hoc view

Step 8:

The Select Data window will pop up.

Arrow pointing to folder icon for csu prod

Click the (+) on the CSU_PROD folder to open it.

CSU Prod folder highlighted

Step 9:

Click the (+) on the Custom folder to open it.

Green box outlining Custom folder

Step 10:

Click the (+) on the Domains folder to open it.

Select Data window

Step 11:

Select CSU Learn Domain.

Arrow pointing to CSU Learn Domain

Step 12:

Click on the Choose Data button.

Arrow pointing to Choose Data

Step 13:

The screen will refresh to the Choose Data page. 

Follow the highlighted instructions to move the Source fields to the Selected Fields section.

Note: For the purpose of this guide, we are selecting the Activity, Activity Attempt, and Employee fields. However, you may decide to include other or additional fields.

Step 14:

Click on the OK button on the bottom left-hand corner of the page after selecting all of your preferred fields.

Step 15:

The screen will refresh to the New Ad Hoc View page with the selected folders showing on the left-hand panel of the page.

Step 16:

Click the (+) on the Activity folder to see the Activity sub-fields.

 

Arrow pointing to highlighted activity field

Step 17:

Drag the desired sub-fields into the Columns field.

Note: Not all sub-fields are active (working). If you move them to the Columns field and  your report becomes blank, it may be an inactive field.

Please contact the Employee Training Center if you need additional assistance.

Activity fields showing in Columns field on new ad hoc view page

Step 18:

To continue building the report, you can open the folder for another field.

In this example, the (+) was clicked to open the Employee folder.

Employee field highlighted on new ad hoc view page

Step 19:

Drag the desired fields into the Columns section.

Fields showing in columns section on new ad hoc view page

Step 20:

To continue building the report, you can open another folder to select additional sub-fields. 

In this example, the (+) was clicked to open the Activity Attempt folder.

Activity Attempt field highlighted on new ad hoc view page

Note: 

  • End Date for the Activity Attempt field refers to Completion Date
  • End Date for the Employee field refers to last day of employment

If needed, you can rename these fields on your final exported file.

Step 21:

To create a more specified report, you can apply a filter by right clicking on the Column's section.

Select Create Filter.

Step 22:

The filter option will appear under the Filters section on the right-hand side of the page.

Tip: You have the option to Remove Filter if you no longer want this filter.

You can do this by clicking on the small tab icon.

Filter function icon

You would then select Remove Filter if you no longer needed the filter.

Remove filter option showing under tab icon

Step 23:

Click on the equals dropdown button.

In this example, we are applying a filter for the Activity Name field to only see specific trainings on the report.

Equals field outlined for activity name filter

Your filter selection (i.e. is one of, equals, contains, etc) will affect what generates on the report.

Activity name designation options

Step 24:

In this example, we selected is one of for the filter.

This filter means that the activity name "is one of" the activities you select.

List of available courses in activity name window

Step 25:

Write the name of the training in the search field. Search results will automatically populate.

Highlighted text in search field for activity name filter

Upon selecting the training you want to generate the report on, they will be highlighted in blue.

Search results for course under Activity Name filter

You can see the trainings you selected in the Selected tab section.

Green box outlining Selected field for Activity Name

Step 26:

Click on the Apply button.

Arrow pointing to apply button

Step 27:

The screen will refresh and generate results according to the designated filter settings.

To apply another filter, right click on a different field. 

For this example, we will right-click on the End Date field. Then select Create Filter.

Step 28:

The filter will show under the Filters section on the right hand panel of the page.

Click on equals and designate your date preference:

End Date filter showing equals setting outlined

Select the specification for the filter.

Green box outlining time frame options

Step 29:

For the purpose of this example, we have selected the in between option.

Green box outlining time frame settings and calendar icons

Step 30:

Select the appropriate between dates for both fields by clicking on the calendar icons

Note: You may need to keep selecting earlier years on the Calendar dropdown until more current years appear.

Mini calendar

Step 31:

Click on the Apply button.

Arrow pointing to apply button for end date filter

Step 32:

The screen will refresh to the applied filter settings.

Step 33:

Add a title for your report.

After typing your title, it will save once you click anywhere outside the text box.

Highlighted text on new ad hoc view page

The image below shows how your report title would look.

Highlighted text on new ad hoc view page

Step 34:

Click on the Export file button.

Export file icon

Step 35:

Select the desired export type.

Green box outlining file type options

Step 36:

For Excel on Google Chrome, your file will start loading on a separate tab.

Loading screen tab

The file will then show up on the Downloads section on the bottom of your screen.

Green box pointing to report download on bottom of screen

Note: Depending on the size of the report, it may take a few minutes for the report to generate. Do not close your report until you see the report file on the bottom of your page.