In this exercise, we will walk through creating an ad hoc that is then converted into a report and scheduled.
Step 1: Log into the CSU Learn Production site.
Step 2: Click on the Advanced Reporting icon.
Step 3: Expand the CSU_PROD folder to find your campus folder. Location: CSU_PROD > Custom > Reports > Campus Name.
Step 4: To create an Ad Hoc, hover over Create and select Ad Hoc View.
Step 5: Use the search to find the CSU Learn Domain (CSU_PROD > Custom > Reports > Domain > CSU Learn Domain). Once you find it, select it and click on Choose Data.
Step 6: Add in the following data sources to the Selected Fields panel (click and add OR double click):
- Activity
- Activity Due Exception
- Activity Attempt
- Employee
Step 7: When you are done, click on OK.
Step 8: The New Ad Hoc View page will load, and you can start customizing your ad hoc.
Step 9: For detailed instructions, go to How to Create Ad Hoc Reports.
Step 1: In the following folders, add these fields (drag and drop into columns OR double click):
- Employee Folder
- Company Name: Campus name
- Full Name: Employee's first and last name
- Employee ID: Employee's Campus ID
- E-mail: Employee's email address
- Department: Employee's Department ID
- Current Manager Name: Employee's manager
- Current Manager E-Mail: The manager's email address
- Activity Folder
- Activity Name: List the name of the activity assigned or attempted by the user.
- Activity Code: List the activity's code assigned or attempted by the user.
- Activity Due Exception Folder
- Plan Date: Employee's Assignment Date
- Start Date: Employee's first time accessing the activity.
- End Date: Employee's completion date.
- Due Date: Employee's Due Date
- Requirement Status: Employee's completion status: assigned, expired, in progress, overdue, or satisfied.
- Activity Attempt Folder
- Registration Status: Will list if the employee is waived from the course.
- Waived Notes: Will list the reason for waiving the course.
Step 2: You can use the Columns bar to click and drag the fields around so they display in the desired order.
Step 3: For detailed instructions, go to How to Create Ad Hoc Reports.
Step 1: Right-click on the Company Name and Activity Code 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-WVP." Once the course populates, select it.
Step 4: At the bottom of the Filters window, click on Apply to apply these new filters.
Step 5: The view will update; you should see a snapshot of your campus data.
Step 6: For detailed instructions, go to How to Create Filters in Advanced Reporting.
Step 1: Click the Save icon and select Save Ad Hoc View and Create Report.
Step 2: Under Data View Name, add the name and description for your Ad Hoc.
Step 3: Under Report Name, add the name and description for your Report.
It is helpful to give the Ad Hoc and the report similar names.
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).
Step 7: For detailed instructions, 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 it's recurrence.
For this practice session, select Immediately.
Step 4: Select Parameters to verify your filter selections.
Step 5: Select Output Options to indicate what format you would like your report to be sent in.
Due to the file size, it is recommended to select CSV.
Step 6: You can uncheck Overwrite Files and Output to Repository.
Step 7: Select Notifications to add email address of the people you would like to send this report to, add a subject line and message in each report sent.
For this practice session, add your email address.
Step 8: Click on SAVE when you are ready.
Step 9: Type in the Scheduled Job Name and click on the Save button.
Step 10: Give it a couple of minutes but you should receive a report in your inbox.
Step 11: For detailed instructions, go to How to Create a Report Schedule.
You are done. Great job!