How to use Report Builder
This help guide will explain how to use the Report Builder on eAssessor Pro
The Report Builder will allow you to create your own Custom Reports, with Custom Data on Account Level, Course Level & Activity Level.
1. Log Into your Account on your platform.
If you have forgotten your password for your account, Click on Forgotten Password?
2. Once logged in, navigate to your Sidebar and 'Click' on Report Builder
NOTE
If the Report Builder does not seem to be working for you, and Is showing a Blank White Screen, Please clear your Browser Cookies and Site Data.
You can do so by following the following This Guide from Microsoft.
3. Once on the Report Builder, you can navigate through the default reports by 'Clicking' on the different tabs at the top.
4. You can customise the columns of the report by 'Clicking' on the blue drop-down on the right.
5. To create a new Custom Report, 'Click' Create New Report.
Please note, columns will be different depending on the tab you create the report for, you will need to 'Click' Create New Report on the different tabs at the top.
e.g. For Course Information, Click on the Course tab. - For Account Information, Click on the Learner Tab, ETC.
6. Once clicked this will bring up a new window, asking you to Label this, If you want to make this the Default Report, and if this is either a Personal or Shared Report.
- If Default is ticked, when saved it will make this report the default report when the Report Builder tab is clicked.
- Personal Reports are Reports only yourself can access; shared reports allow you to share the report you create to other system users.
7. Once saved, you can access all the saved reports by 'Clicking' the drop-down on View Saved Reports.
To view different reports, 'Click' on the report name.
8. Once a new report is created and selected, you can drop-down the Column list, and start adding columns Using the Column Options drop-down.
To view detailed descriptions of all the columns available on the Report Builder, please access the following guide: Report Builder Columns
9. Once new columns are added, you can save this by 'Clicking' the Green Save button at the top.
10. Once a report is opened, this will show the report inside the platform depending on the report columns, however, you can also Export the report by 'Clicking' the Green Export Button.
This will export the report to an Excel CSV Document.
11. You can also filter the report but using the In-Platform filter options.
You can also filter using Excel if the report is exported.
Once a report is created, you can also Schedule this report to be sent to you either Daily, Weekly or Monthly.
For more information, visit our help guide covering How to Schedule a Report built with Report Builder.
For additional help & information, Visit All Help Guides