Accurate and reliable reporting is critical to a successful LMS. Tovuti offers a robust library of customizable reports found in the Report Builder section of the Admin Portal.
This article outlines the following concepts:
Create a New Report
Go to Analytics > click Report Builder > click New
Report Details
Give this report a Name, choose the Report Type, and select the Data Points to include in the report.
By default, disabled users are excluded from all reports (except the Active Users report). Admins can enable Include disabled user accounts to include those users.
Date Ranges
The following report types include a date range selector that allows Admins to filter report results by date.
- Education/Awards
- Education/Points earned
- Education/Survey Results
- Education/Survey Summary
- Events/Events
- Subscriptions
- Transactions
The date range between the Start and End date cannot exceed 1 year. Admins that need multi-year reports can create reports for each year, export, and combine them.
Report Types
Each Type of report includes a different list of Data Points.
- Active Users - how many licenses have been used, and overall usage of the system
-
Education reports:
- Assigned Courses* (choose a single assignment) - progress/completion data
- Awards* - award recipient data of an award
- Checklist Summary - user progress/completion of a checklist
- Learner Progress** - course, lesson activity, and certificate progress data (doesn’t include course assignments)
- Point Totals - points that users have earned
- Survey Summary (choose a single survey)
- Quiz Results (choose quiz) -
- Quiz Questions Average (choose quiz) - average result data of a quiz
- Survey Results (must choose survey) - response data of a survey
- Survey Summary (must choose survey) - where a chosen survey is used in the LMS and completion percentages by user
- Team Learner Summary** - Course, Checklist, Quiz, and other various data for a specific User Team
- Media Items - usage data for the different media items in the LMS
-
Events - event data, including transactions
- Events - various event data
- Registrants - users registered for an Event
- Notifications - data for sent notifications, when they are sent, and to whom
- Subscriptions - subscription data including enrolled users
- Transactions - History of transactions; including date, user, course events, and promo codes
- Users - user data, including custom profile fields
Filter by User Groups
Reports include ALL users unless Filter by User Group is enabled. When enabled, the report only includes data from users in the groups selected.
Custom Fields
Admins can select to include custom profile fields.
Select a report Layout and Theme.
Click Save.
Run Report
Once saved, click Run Report from the list view to open the report.
There are several options to edit and modify reports and how they display the accompanying data.
Click Edit Columns > select the column to edit > apply new settings such as a new column name, data type, filter, or format. Click Update to apply the changes.
Existing columns are movable within the report. Click and drag the "3 dots" icon next to any column to move it to the desired position.
Columns can also be filtered to find the exact desired data. Click the "funnel" icon to access a list of filter options and type the keyword into the search bar of the column.
Reports update automatically based on the current data. An admin may save a report at any time to create a spreadsheet that shows the data from the saved date. This is helpful in pulling historical data without creating brand-new reports.
Type a name for the new spreadsheet in the My new filter field and click Save As.
Access the different saved spreadsheets in the Select Spreadsheet dropdown and click Load.