{"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\/es\/documentation\/learning-reports\/custom-reports-tab\/","title":{"rendered":"Pesta\u00f1a Informes personalizados"},"content":{"rendered":"<p>En esta secci\u00f3n, puedes crear tus propios informes personalizados agregando filtros y otros campos. Esta herramienta es muy \u00fatil para programar la entrega autom\u00e1tica de informes personalizados por correo electr\u00f3nico con una frecuencia definida (semanal, mensual, etc.).&nbsp;<\/p>\n\n\n\n<p>Desde la pantalla de inicio, puedes buscar y abrir un informe personalizado existente o crear un nuevo informe.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"353\" 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=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Con el filtro, puedes buscar cualquier informe personalizado existente.&nbsp;<\/p>\n\n\n\n<p>En la lista, para cada informe personalizado ver\u00e1s:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Nombre del Informe.&nbsp;<\/li>\n\n\n\n<li>Tipo de Informe.&nbsp;<\/li>\n\n\n\n<li>Propietario del Informe.&nbsp;<\/li>\n\n\n\n<li>Modificado por.&nbsp;<\/li>\n\n\n\n<li>Fecha de Modificaci\u00f3n del Informe.&nbsp;<\/li>\n\n\n\n<li>Un bot\u00f3n de \"tres puntos\".\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>Para editar un informe existente, haz clic en \u00e9l o ve al bot\u00f3n de \"tres puntos\" y luego haz clic en \"Editar\".&nbsp;<\/p>\n\n\n\n<p>Para eliminar un informe personalizado existente, ve al bot\u00f3n de \"tres puntos\" y haz clic en \"Eliminar\".&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Crear Nuevo Informe.&nbsp;<\/h3>\n\n\n\n<p>Para crear un nuevo informe, haz clic en el bot\u00f3n \"Crear Nuevo Informe\" que se encuentra debajo de la lista de informes existentes.&nbsp;<\/p>\n\n\n\n<p>Primero, escribe la informaci\u00f3n requerida en los cuatro primeros campos. Escribe el Nombre del nuevo informe, su Editor, Rango de Fechas y Tipo.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1024\" height=\"131\" 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=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Despu\u00e9s de completar esa informaci\u00f3n, la secci\u00f3n de \"Campos\" se llenar\u00e1 autom\u00e1ticamente con los campos disponibles. Utiliza las flechas para mover los campos de un lado a otro. Ten en cuenta que los campos en la caja de la derecha ser\u00e1n los que se mostrar\u00e1n en el informe final.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1024\" height=\"206\" 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=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Utiliza la secci\u00f3n de \"Filtrar Contenido\" para informar solo sobre un conjunto finito de Elementos de Contenido o Rutas de Aprendizaje. D\u00e9jalo en blanco si necesitas incluir todos.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"101\" 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=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Utiliza la secci\u00f3n de \"Filtrar Grupo\" para informar solo sobre grupos de usuarios espec\u00edficos. D\u00e9jalo en blanco para incluir todos.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"83\" 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=\"(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-28f84493 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>Nota: Puedes crear f\u00e1cilmente nuevos \"Grupos de Usuarios\" desde el men\u00fa \"Gestionar Usuarios\" en la barra lateral izquierda. Consulta la documentaci\u00f3n correspondiente para obtener m\u00e1s informaci\u00f3n.<\/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\" 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=\"(max-width: 237px) 100vw, 237px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>Utiliza la secci\u00f3n de \"Filtrar Usuarios\" para informar solo sobre usuarios espec\u00edficos. D\u00e9jala en blanco para incluir a todos los usuarios.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"211\" 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=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Para agregar usuarios, haz clic en el bot\u00f3n \"Agregar Usuario\". Aparecer\u00e1 una ventana emergente. Aqu\u00ed, puedes cargar una lista de usuarios desde un archivo de Excel existente en tu computadora haciendo clic en la opci\u00f3n \"Examinar...\". Si no tienes un archivo as\u00ed, haz clic en \"Descargar Plantilla de Importaci\u00f3n\" para descargar un archivo de Excel con los campos listos para ser completados. Guarda el archivo y c\u00e1rgalo.&nbsp;<\/p>\n\n\n\n<p>Tambi\u00e9n puedes ingresar usuario por usuario en el cuadro de abajo.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"793\" height=\"466\" 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=\"(max-width: 793px) 100vw, 793px\" \/><\/figure>\n\n\n\n<p class=\"translation-block\">Haga click en <strong>A\u00f1adir Usuarios<\/strong> y cierre esa ventana.<\/p>\n\n\n\n<p>En la secci\u00f3n de Destinatarios, selecciona los usuarios que recibir\u00e1n el informe programado. Haz clic en el bot\u00f3n \"Agregar Destinatario\".\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"192\" 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=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Aparecer\u00e1 una ventana emergente. Aqu\u00ed, puedes cargar una lista de usuarios desde un archivo de Excel existente en tu computadora haciendo clic en la opci\u00f3n \"Examinar...\". Si no tienes un archivo as\u00ed, haz clic en \"Descargar Plantilla de Importaci\u00f3n\" para descargar un archivo de Excel con los campos listos para ser completados. Guarda el archivo y c\u00e1rgalo.&nbsp;<\/p>\n\n\n\n<p>Tambi\u00e9n puedes ingresar usuario por usuario en el cuadro de abajo.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"353\" 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=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"translation-block\">Haga click en <strong>A\u00f1adir Usuarios<\/strong> y cierre esa ventana.<\/p>\n\n\n\n<p>En la secci\u00f3n de Programaci\u00f3n, marca la casilla \"Programar para ejecutar...\" si deseas que tu informe personalizado se env\u00ede autom\u00e1ticamente por correo electr\u00f3nico con una frecuencia regular.\u00a0\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"353\" 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=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Selecciona la periodicidad con la que se enviar\u00e1n los informes (Diariamente, Semanalmente, Mensualmente).\u00a0<\/p>\n\n\n\n<p class=\"translation-block\">Haz clic en <strong>Guardar.<\/strong><\/p>\n\n\n\n<p>Ahora, el nuevo informe est\u00e1 listo.&nbsp;<\/p>\n\n\n\n<p>Haz clic en el bot\u00f3n \"Vista Previa\" si deseas echar un vistazo r\u00e1pido a tu informe final.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"243\" 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=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Desde la Ventana de Vista Previa, puedes utilizar el bot\u00f3n \"Exportar\" para exportar el informe completo de inmediato.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"166\" 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=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>","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":{"footnotes":""},"doc_category":[65],"doc_tag":[],"class_list":["post-8317","docs","type-docs","status-publish","hentry","doc_category-learning-reports"],"year_month":"2026-04","word_count":605,"total_views":"722","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"TIDWIT Inc.","author_nicename":"tidwit","author_url":"https:\/\/www.tidwit.com\/es\/author\/tidwit\/"},"doc_category_info":[{"term_name":"Learning Reports","term_url":"https:\/\/www.tidwit.com\/es\/documentation\/learning-reports\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.1 (Yoast SEO v27.4) - 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\/es\/documentacion\/learning-reports\/custom-reports-tab\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\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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