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
Start on the Employee Training Center (ETC) Dashboard.
Click on the Admin icon on the upper left-hand corner of the page.
Select View Full Menu.
Select Advanced Reporting.
The screen will refresh to the Repository page.
Click on the Create button located on the upper left-hand side of the page.
Select Ad Hoc View.
The Select Data window will pop up.
Click the (+) on the CSU_PROD folder to open it.
Click the (+) on the Custom folder to open it.
Click the (+) on the Domains folder to open it.
Select CSU Learn Domain.
Click on the Choose Data button.
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.
Click on the OK button on the bottom left-hand corner of the page after selecting all of your preferred fields.
The screen will refresh to the New Ad Hoc View page with the selected folders showing on the left-hand panel of the page.
Click the (+) on the Activity folder to see the Activity sub-fields.
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.
To continue building the report, you can open the folder for another field.
In this example, the (+) was clicked to open the Employee folder.
Drag the desired fields into the Columns section.
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.
- 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.
To create a more specified report, you can apply a filter by right clicking on the Column's section.
Select Create Filter.
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.
You would then select Remove Filter if you no longer needed the filter.
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.
Your filter selection (i.e. is one of, equals, contains, etc) will affect what generates on the report.
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.
Write the name of the training in the search field. Search results will automatically populate.
Upon selecting the training you want to generate the report on, they will be highlighted in blue.
You can see the trainings you selected in the Selected tab section.
Click on the Apply button.
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.
The filter will show under the Filters section on the right hand panel of the page.
Click on equals and designate your date preference:
Select the specification for the filter.
For the purpose of this example, we have selected the in between option.
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.
Click on the Apply button.
The screen will refresh to the applied filter settings.
Add a title for your report.
After typing your title, it will save once you click anywhere outside the text box.
The image below shows how your report title would look.
Click on the Export file button.
Select the desired export type.
For Excel on Google Chrome, your file will start loading on a separate tab.
The file will then show up on the Downloads section on the bottom of your 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.