This article goes over the common reporting fields and datasets that can be used to create Ad Hoc Reports.
Data Source
You can select each data source individually be selecting the source and clicking the singular arrow or you can highlight multiple sections and click the double arrows to add multiple data sources.
- Employee: This data source will list data related to the employee including their employee ID, CEPID, email address and manager
- Activity: This data source will list the details of the activity including the activity code, name and primary domain
- Activity Due Exception: This data source will list details for activities that are assigned and required to completed such as due date and assignment status
- Activity Attempt: This data source will list details for activities that are not required such as ILTs or Bundles
When you are ready, click on the OK button.
Common Fields
You can open each folder (see image below) to review the fields available for you to add to your Ad Hoc report.
Below is a list of common fields that administrators frequently include in their reports.
Activity Folder
- Activity Name: Will list the name of the activity that is assigned or attempted by the user.
- Activity Code: Will list the activity's code that is assigned or attempted by the user.
- Start Date: Employee's first time accessing the activity.
- End Date: Employee's completion date.
- Activity Type: Will list if activity is a course, ILT course/class, curriculum, document, YouTube video, etc.
Activity Due Exception Folder
- Assignment Status: Will list if the activity is required or recommended.
- Due Date: Employee's Due Date
- Plan Date: Employee's Assignment Date
- Requirement Status: Employee's completion status: assigned, expired, in progress, overdue, satisfied, or waived.
- Registration Status: Employee's registration status: cancelled, completed, hold for approval, in-progress, no show, on waiting list, registered, or waived.
Activity Attempt Folder
- Start Date: Employee's first time accessing the activity.
- End Date: Employee's completion date.
- Completion Status: Employee's completion status: completed or not completed.
Employee Folder
- Full Name: Employee's first and last name
- Company Name: Campus name
- CEPID: CalStateEduPerson ID
- Employee ID: Employee's Campus ID
- E-mail: Employee's email address
- Department: Employee's Department ID
- SecondaryJobs: Employee's Job Code
- Current Manager Name: Employee's manager
- Current Manager E-mail: Manager's email address
- Audience code: The code of the audience assigned to the activity
- Audience name: The name of the audience assigned to the activity
- Affiliation: Is the user a student or non student
Organization
- Organization Name: Name of the organization that the user belongs to
To start building your Ad Hoc, use the data sources on the left hand column and drag the fields to the columns area. As you drag fields over, data should begin to populate.
If you pull fields over and data disappears or data does not show, it could mean that the data sources that you are combining are not compatible and you will need to select a different field.
This covers how to create Ad Hoc Reports. You can view the following articles for more information about reporting: