Creating Custom Reports & Scheduling Reports
- 16 steps
Ue
Accessing the Reporting Panel
1
Navigate to [https://learn.ue.org](https://uelearningportal.docebosaas.com/pages/25/admin-panel)
2
Click on "Run Reports."
Creating Custom Reports
In your learning platform, you can create custom reports to view and analyze specific information about courses, users, training material or apps that you’ve activated. You can also schedule when to send a custom report so that it will be automatically sent via email, and view a preview of the report that you created and configured.
Your report data is refreshed in the background every hour. The refresh process takes around 15 minutes (this might slightly vary depending on the amount of data on your platform). While the data is being refreshed, you can keep previewing and exporting reports. Once the refresh process has ended, reports will return data of the previous hour.
3
Click the Plus sign in the upper-right corner to create a new custom report.
4
Select the type of report you would like to run.
5
Click "NEXT" to proceed.
6
Click the "Name\*" field.
7
Give your report a descriptive name.
8
Click "CREATE AND EDIT"
Scheduling Reports
9
Click "SCHEDULE" to schedule your report to be sent out to any valid email address on a regular cadence.
10
Click, "Enable scheduling for this report," to enable scheduling options.
11
Set the frequency of the report and enter the recipients' email addresses in the "Email addresses\*" field.
Press enter on your keyboard after you enter a recipient's email address.
12
Click "SAVE CHANGES" to save your scheduled report.
Editing a Report
13
From the Reporting Menu, click "CUSTOM REPORTS BUILDER" to view your custom reports.
14
Click on the "..." to open up the menu.
