Step 1:  Log into the CSU Learn Production site.

Step 2: Click on the Advanced Reporting icon.

Step 3: From the reporting dashboard, you will have access to the following:

1. Library: This will list all Ad Hoc Views and Reports in the system. You can use the search box to find a report.

2. View: This drop-down allows you to access Search Results, Repository, and Schedules.

3. Create: This drop-down allows you to create an Ad Hoc View or a Report.

4. CSU_PROD Folder: When you expand this folder, you can see your campus reports and templates that have been created.

Step 4: Expand the CSU_PROD folder to find your campus folder. Location: CSU_PROD > Custom > Reports > Campus Name.

Step 5: There are three report template folders that you can access.

1. Annual Campus Compliance (President's Evaluation): This will list Annual Compliance Report Templates that you can copy and paste into your campus folder. These reports include information about compliance courses due by 12/31 every year.

2. Compliance Reports: This will list Compliance Report Templates for the following courses: Clery Act, Data Security and FERPA, Defensive Driver Program, Gender Equity & Title IX, Injury & Illness Prevention Program, and Mandated Reporter of Child Abuse.

3. Report Templates: This will list Activity Attempt, Required Activity, Curriculum Assigned, and Security Role report templates that you can copy and paste into your campus folder.

Step 6: In any report folder you select, you can view the Ad Hoc View and the Report. You can also run, edit, open, copy, cut, paste, and delete.

Step 7: This concludes Advanced Reporting Navigation. For detailed instructions, go to Advanced Reporting Navigation

Step 1: To create an Ad Hoc View, hover over Create and select Ad Hoc View.

Step 2: The Select Data window will display. Use the search box to find the CSU Learn Domain (CSU_PROD > Custom > Reports > Domain > CSU Learn Domain). Once you find it, please select it and click on Choose Data.

Step 3: Add the following data sources to the Selected Fields panel (click and add OR double click):

• Activity: This folder will provide the activity name and code.
• Activity Due Exception: This folder will provide the assignment details for the activity.
• Employee: This folder will provide the employee's information (name, department, manager's information, etc.).

Step 4: When you are done, click on OK.

Step 5: The New Ad Hoc View page will load, and you can start customizing your ad hoc.

Step 6: This concludes how to create an Ad Hoc View. For detailed instructions, go to How to Create Ad Hoc Reports. For more information on what reporting fields to use, refer to Common Reporting Fields and Datasets.

Step 1: In the following folders, add these fields (drag and drop into columns OR double click):

1. Employee Folder
   1. Company Name: Campus name
   2. Full Name: Employee's first and last name
   3. Employee ID: Employee's Campus ID
   4. E-mail: Employee's email address
   5. Department: Employee's Department ID
   6. Current Manager Name: Employee's manager
   7. Current Manager E-Mail: The manager's email address
2. Activity Folder
   1. Activity Name: List the name of the activity assigned or attempted by the user.
   2. Activity Code: List the activity's code assigned or attempted by the user.
3. Activity Due Exception Folder
   1. Plan Date: Employee's Assignment Date
   2. Start Date: Employee's first time accessing the activity.
   3. End Date: Employee's completion date.
   4. Due Date: Employee's Due Date
   5. Requirement Status: Employee's completion status: assigned, expired, in progress, overdue, or satisfied.

Step 2: You can use the Columns bar to click and drag the fields around so they display in the desired order.

Step 3: You can right-click on the Column Header to rename the column.

Step 4: This concludes how to customize the Ad Hoc View. For detailed instructions on how to build the Ad Hoc View, go to How to Create Ad Hoc Reports

Step 1: Right-click on the Company Name, Activity Code, and Requirement Status data sets (under columns or on the sample data set) and click on Create Filter.

Step 2: Go to the Filters window and select your campus name under the Company Name filter.

• The Filter setup can be Company Name Equals [Your Campus Name].

Step 3: Under the Activity Code filter, change the view to "is one of" and search for CSU-SCORM-EMERPRO. Once the course populates, select it.

Step 4: Under Requirement Status, change the view to "is one of" and select In Progress and Assigned.

Step 5: At the bottom of the Filters window, click on Apply to apply these new filters.

Step 6: The view will update; you should see a snapshot of your campus data.

Step 7: This concludes how to create filters on an Ad Hoc View. For detailed instructions on creating the filters, go to How to Create Filters in Advanced Reporting

Step 1: Click the Save icon, and select Save Ad Hoc View and Create Report from the dropdown.

Step 2: Under Data View Name, add the name and description for your Ad Hoc View.

Step 3: Under Report Name, add the name and description for your Report.

Step 4: Select the following from the dropdown on both view/report: CSU_PROD > Custom > Reports > Select your Campus folder.

Step 5: When you are ready, click on Save.

Step 6: Once the report has been saved, you can go back to View > Repository to search for the report you created (CSU_PROD > Custom > Reports > Select your Campus folder).

Step 7: This concludes how to convert the Ad Hoc View into a Report. For detailed instructions on converting the Ad Hoc View into a report, go to How to Create a Report View

Step 1: To create the schedule, right-click on the report, and select Schedule.

Step 2: Click on Create Schedule.

Step 3: Under Schedule, you can designate when you want this report schedule to start and set up its recurrence.

Step 4: Select Parameters to verify your filter selections.

Step 5: Select Output Options to indicate in what format you want your report sent.

Step 6: You can uncheck Overwrite Files and Output to Repository.

Step 7: Select Notifications to add the email addresses of the people you would like to send this report to, and add a subject line and message in each report sent.

Step 8: Click on SAVE when you are ready.

Step 9: Type in your report name in the Scheduled Job Name and click the Save button.  

Step 10: The page will refresh, and you will return to the Scheduled Jobs page.

Step 11: Give it a few minutes, but you should receive a report in your inbox.

Step 12: This concludes the process for creating the schedule. Go to How to Create a Report Schedule for detailed instructions on creating the schedule.