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Best Practice for Custom Report?

  • April 14, 2023
  • 2 replies
  • 98 views

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As a company we are reporting on training data from 2022. For example, I created a custom report (courses - users) for all of our onboarding learning plan and courses. But I am not able to tell what data is from 2022 only. Does anyone have a recommendation on custom reports or best practice to capture data like this? Thanks!

Best answer by jlreonal

You need two separate reports, one for your Courses and the other one for your Learning Plan. Select the relevant dates, enrollment/due/completion date in your Enrollment Fields, from the report extracted you can filter specific dates. Or from the custom report that you are building, can set data range in your Filter as what @lrnlab mentioned, so you would not need to do the filtering in the report extracted.

2 replies

lrnlab
Hero III
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  • Hero III
  • April 14, 2023

you can set some date ranges in your report based either the enrolment date or completion date


jlreonal
Guide II
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  • Guide II
  • Answer
  • April 17, 2023

You need two separate reports, one for your Courses and the other one for your Learning Plan. Select the relevant dates, enrollment/due/completion date in your Enrollment Fields, from the report extracted you can filter specific dates. Or from the custom report that you are building, can set data range in your Filter as what @lrnlab mentioned, so you would not need to do the filtering in the report extracted.