{"id":8317,"date":"2023-06-28T10:45:27","date_gmt":"2023-06-28T15:45:27","guid":{"rendered":"https:\/\/www.tidwit.com\/?post_type=docs&#038;p=8317"},"modified":"2024-09-11T08:06:25","modified_gmt":"2024-09-11T13:06:25","password":"","slug":"custom-reports-tab","status":"publish","type":"docs","link":"https:\/\/www.tidwit.com\/en\/documentation\/learning-reports\/custom-reports-tab\/","title":{"rendered":"Custom Reports Tab"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">On this section, you can create your own custom reports adding filters and other fields. This tool is very useful to schedule the custom reports to be automatically delivered over email on a defined frequency (weekly, monthly etc.).&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From the home screen, you can search and open an existing custom report, or create a new report.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"353\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-1.png\" alt=\"\" class=\"wp-image-8318\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-1.png 1024w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-1-300x103.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-1-768x265.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-1-360x124.png 360w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-1-18x6.png 18w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">With the filter you can search for any existing custom report.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On the list, for each custom report you will see:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Report Name.&nbsp;<\/li>\n\n\n\n<li>Report Type.&nbsp;<\/li>\n\n\n\n<li>Report Owner.&nbsp;<\/li>\n\n\n\n<li>Report Modified By.&nbsp;<\/li>\n\n\n\n<li>Report\u2019s Modified Date.&nbsp;<\/li>\n\n\n\n<li>A \u201cthree dots\u201d button.\u00a0<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">To edit an existing report, click on it or go to the \u201dthree dots\u201d button, then click on&nbsp;Edit.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To delete an existing custom report, go to the \u201cthree dots\u201d button and click on&nbsp;Delete.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Create New Report&nbsp;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">To create a new report, click on the&nbsp;Create New Report&nbsp;button below the existing reports list.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">First, write the information required on the four first fields. Type the Name of the new report, its Publisher, Date Range and Type.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"131\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-2.png\" alt=\"\" class=\"wp-image-8319\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-2.png 1024w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-2-300x38.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-2-768x98.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-2-360x46.png 360w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-2-18x2.png 18w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">After completing that information, the\u00a0Fields\u00a0section will be immediately populated with the available fields. Use the arrows to move the fields from one side to the other. Keep in mind that those on the right box will be the ones displayed in the final report.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"206\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-3.png\" alt=\"\" class=\"wp-image-8320\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-3.png 1024w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-3-300x60.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-3-768x155.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-3-360x72.png 360w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-3-18x4.png 18w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Use the \u201cFilter Content\u201d section to only report on a finite set of Content Items or Learning Paths. Leave it blank if you need to include all.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"101\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-4.png\" alt=\"\" class=\"wp-image-8321\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-4.png 1024w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-4-300x30.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-4-768x76.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-4-360x36.png 360w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-4-18x2.png 18w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Use the \u201cFilter Group\u201d section to only report on specific User Groups. Leave it blank to include all.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"83\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-6.png\" alt=\"\" class=\"wp-image-8323\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-6.png 1024w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-6-300x24.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-6-768x62.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-6-360x29.png 360w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-6-18x1.png 18w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-columns are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"wp-block-paragraph\">Note: You can easily create new \u201cUser Groups\u201d from the \u201cManage Users\u201d menu in the left bar.&nbsp;See the corresponding documentation to learn more.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"237\" height=\"76\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-5.png\" alt=\"\" class=\"wp-image-8322\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-5.png 237w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-5-18x6.png 18w\" sizes=\"auto, (max-width: 237px) 100vw, 237px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Use the \u201cFilter Users\u201d section to only report on specific User(s). Leave it blank to include all Users.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"211\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-7.png\" alt=\"\" class=\"wp-image-8324\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-7.png 1024w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-7-300x62.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-7-768x158.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-7-360x74.png 360w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-7-18x4.png 18w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">To add users, click on the&nbsp;Add User&nbsp;button. A pop-up window will appear. Here, you can upload a list of users from an existing Excel file on your computer by clicking the&nbsp;Browse\u2026&nbsp;option. If you don\u2019t have any file like this, click on the Download Import Template to download an Excel file with the fields ready to be populated. Save the file and upload it.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can also enter user by user on the box below.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"793\" height=\"466\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-8.png\" alt=\"\" class=\"wp-image-8325\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-8.png 793w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-8-300x176.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-8-768x451.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-8-360x212.png 360w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-8-18x12.png 18w\" sizes=\"auto, (max-width: 793px) 100vw, 793px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Click on&nbsp;Add Users&nbsp;and close that window.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From the Recipients section, select the users that will receive the scheduled report. Click on the\u00a0Add Recipient\u00a0button.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"192\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-9.png\" alt=\"\" class=\"wp-image-8326\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-9.png 1024w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-9-300x56.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-9-768x144.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-9-360x68.png 360w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-9-18x3.png 18w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">A pop-up window will appear. Here, you can upload a list of users from an existing Excel file on your computer by clicking the&nbsp;Browse\u2026&nbsp;option. If you don\u2019t have any file like this, click on the Download Import Template to download an Excel file with the fields ready to be populated. Save the file and upload it.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can also enter user by user on the box below.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"353\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-10.png\" alt=\"\" class=\"wp-image-8327\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-10.png 1024w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-10-300x103.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-10-768x265.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-10-360x124.png 360w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-10-18x6.png 18w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Click on&nbsp;Add Users&nbsp;and close that window.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From the Schedule section, check the \u201cSchedule to run\u2026\u201d checkbox if you want to your custom report to be sent over email automatically on a regular frequency.\u00a0\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"353\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-11.png\" alt=\"\" class=\"wp-image-8328\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-11.png 1024w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-11-300x103.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-11-768x265.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-11-360x124.png 360w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-11-18x6.png 18w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Select the periodicity with which the reports will be sent (Daily, Weekly, Monthly).\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click on&nbsp;Save.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now, the new report is ready.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click the\u00a0Preview\u00a0button if you want to take a quick look at your final report.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"243\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-12.png\" alt=\"\" class=\"wp-image-8329\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-12.png 1024w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-12-300x71.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-12-768x182.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-12-360x85.png 360w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-12-18x4.png 18w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">From the Preview Window, you can use the\u00a0Export\u00a0button to export the full report immediately.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"166\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-13.png\" alt=\"\" class=\"wp-image-8330\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-13.png 1024w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-13-300x49.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-13-768x125.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-13-360x58.png 360w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/document-custom-reports-tab-13-18x3.png 18w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>On this section, you can create your own custom reports adding filters and other fields. This tool is very useful to schedule the custom reports to be automatically delivered over email on a defined frequency (weekly, monthly etc.).&nbsp; From the home screen, you can search and open an existing custom report, or create a new [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"nf_dc_page":"","footnotes":""},"doc_category":[65],"doc_tag":[],"class_list":["post-8317","docs","type-docs","status-publish","hentry","doc_category-learning-reports"],"year_month":"2026-06","word_count":605,"total_views":"752","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"TIDWIT Inc.","author_nicename":"tidwit","author_url":"https:\/\/www.tidwit.com\/en\/author\/tidwit\/"},"doc_category_info":[{"term_name":"Learning Reports","term_url":"https:\/\/www.tidwit.com\/en\/documentation\/learning-reports\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Custom Reports Tab - TIDWIT<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.tidwit.com\/en\/documentation\/learning-reports\/custom-reports-tab\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Custom Reports Tab\" \/>\n<meta property=\"og:description\" content=\"On this section, you can create your own custom reports adding filters and other fields. 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