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Intellum
Skills & Enablement
All Topics

Access & Navigate Reports

  • By Intellum Documentation
  • Published: Nov 1, 2022
  • Duration 5m
  • Difficulty Beginner
  • Rating
    Average rating: 4.0 1 review

Outline

Intellum offers a powerful native Reporting tool that gives you direct access to the data tables behind your account. Reporting makes it easy to quickly pull a report on data captured from any data field, like a User's department or enrollment in a course. There are over 30 report types available to help you get started digging into your data.

This article walks you through accessing the Reporting tool and provides an introduction to navigating saved reports in the platform.

Accessing Reports

Click Reporting in the admin nav panel. On the Reporting page, you'll find your saved reports grouped by report type within folders:

The Reporting tool opened from the Admin side panel in Intellum. A list of light blue folders organizes Reports by type.
Reporting dashboard in Intellum.

Who can access the reports?

Unrestricted admins have access to create, edit, run, and/or duplicate all reports. Restricted admins can be granted access to create and edit their own reports and can be given access to run all or specified reports.

Shared reports include a user icon to the right of the report title. This indicates that this report has been shared with you, or that you've shared the report with other admins.

How do I find a report?

You can find a report in one of two ways:

  1. Manually finding one by opening its folder and selecting it.
  2. Searching for a keyword in your report.

To find a report the good ol' fashioned way, scroll through the folders—they're organized by report type. Open a folder and then click on a saved report's linked title to view, edit, or export that particular report.

Clicking on "Activity Events" folder to open up to a list of two saved reports.
Finding a Report by its type.

To search for a report, simply type in one or more keywords in the top search bar on the Reporting dashboard:

Typing "overdue" in Search bar to narrow the list down to only 12 reports.
Searching for a Report by keyword.

Saved reports can be run, managed, and shared through the following tabs:

Report Tab

The Report tab lets admins:

  1. Apply a quick filter to the report

  2. Preview report results and/or export a report

  3. Subscribe to a report

Report tab is open with 3 settings emphasized: Quick filters, export and save buttons, and the "Subscribe to this report" link.
Report tab settings.

If shared, report pages are accessible to Unrestricted admin and Restricted admin (with the appropriate permissions)

Properties Tab

The Properties tab allows Unrestricted and assigned Restricted admin to edit the report's:

  1. Name: A usable and specific name to help you identify it later.
  2. Report columns: The data columns that will appear in your export.
  3. Level of detail: Enable if you want just a total count of the data.
  4. Queries: Tells the report who (user fields), what (content), when (time frames), how (enrollments and completions), and other data points to report on. These help you focus your report on what matters most.
Callouts pointing Name field, Report Columns, Report Detail, and Query within a report's properties.
The four options you can edit in the Properties tab for a report.

A report's Properties are accessible to the Unrestricted or Restricted admin that created the report. If Report Sharing is enabled, a report's Properties will be accessible to all Unrestricted admin.

Admin Permissions Tab

Admin Permissions lets a report creator enable Report Sharing. If enabled, the report is accessible to all Unrestricted admin. It can also be shared with specific Restricted admin or Groups of Restricted admin.

Play this short demo to see Admin Permissions in action:

Enabling Admin Permissions for all Unrestricted admins and one specific Group of Restricted admins.

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