CollaborNation lets you pull training records in a lot of predefined ways, but you may find that you need a report with only certain fields. You have the capability to pull these types of reports with Custom Reports.

  1. Click on 'Create New Report'
  2. Select any fields you would like to pull. Selected fields will appear at the bottom of the page.
  3. Fields may have an option to filter. If you would like to filter further, do so in this section.
  4. Click 'Create Custom Data Report' to generate the report.


Custom Reports pulls all e-learning and additional training records for learners. Currently it does not pull training records for Events.




Note: there is an option to return only unique results. This is most beneficial if you want to run a report on your learners without training records, e.g. if you wanted to return a learner's name, email address, and any Additional Registration Information fields. Keep in mind that custom reports pulls learners with training records, so if an employee completed 5 courses, by checking this box their name will only appear once. However learners without training records will not appear on this list as well.


Saving Custom Reports

If you would like to save the report, type a name of the report under the 'Save Report Format as' field, then click on 'Save My Report.' These reports will be saved on the main Custom Reports page and can be run at any point. Any filters that were added will carry over to be run on future reports.



On the main Custom Report page you can also Send the saved custom report to another Administrator or Reporting Group Manager. Click on Send, then select the person to send the saved Custom Report to. This report will appear in the person's account for them to run whenever they would like.




Learner Properties

Fields pertaining to learners themselves.


Field
Description
Filter Options
Learner Full Name
Learner's full name.
To select all learners do not enter any filter text or select any values.
  1. Enter text to filter learner's names.
  2. Select the learners to include.
Learner First Name
Learner's first name.
Select the names to include.
Learner Last Name
Learner's last name.
Select the names to include.
Email Address
Learner's email address.
Select email addresses.
System Account Status
Is the learner's CollaborNation™ system account blocked?
Select 'Active' or 'Inactive'
CypherWorx Site Account Status
Is the learner's CypherWorx site account active?
Select 'Blocked' or 'Not Blocked'



The rest of this article will go into detail the fields that can be pulled in Custom Reports along with any filtering options, if any exist.


Course Properties

Fields pertaining to courses.


Field
Description
Filter Options
Course Title
Title of the course.
To select all courses do not enter any filter text or select any values.
  1. Enter text to filter course titles.
  2. Select the course titles to include.
Mastery Score
Score needed to pass the course.
Filter courses where the mastery score is [=, ≠, <, ≤, >, ≥] a grade.
Course Clock Hours
Clock hours awarded to the learner upon completion of the course.
Filter courses where its duration is [=, ≠, <, ≤, >, ≥] number of hours.
Course Creation Date
Date and time when the course was created.
  1. Show courses that were created in a date range.
  2. Show courses created a past number of days.



Course Assignment Data

Fields pertaining to course assignments.


Field
Description
Filter Options
Assignment Source
How was the course added to the learner's account?
  • Administrator: An administrator from your site assigned the course.
  • Self-Assigned: The learner added the course to their account themselves.
  • Site Registration: The course was automatically assigned when the learner registered into the site. This is set in Site Building.
  • Reporting Group: A course was automatically assigned when the learner joined a Reporting Group with automatic course assignments.
  • Team: A course was assigned to the learner in a Team. The Team name will display when hovered over.
  • CollaborNation Customer Service: One of our customer service representatives assigned the course to the learner.
  • CollaborNation API: The course was assigned to the learner through our API.
  • Additional Training: The course was added via Additional Training.
Assigned By
Who (or what) assigned the course to the learner?
  • If a person assigned the course then their name will appear. 
  • If a course was assigned through Reporting Groups then the group name will display.
  • If a course was assigned in a Team, then the Team's name will display.
  • Self-Assigned
  • Site Registration
  • CollaborNation API
Assignment Date
Date the course was added to the learner's account.
  1. Show courses that were added to accounts in a date range.
  2. Show courses added to accounts a past number of days.
Assignment Expiration
Date and time of the assignment's expiration.
  1. Show courses that expired in a date range.
  2. Show courses that expired a past number of days.
Visibility
Is the course visible to the user, or has it been removed?
Select 'Visible' or 'Removed'



Learner Progress and Performance Data

Fields pertaining to learners' course completion and quiz scores.


Field
Description
Filter Options
Course Lesson Status
Learner's current lesson status for the course.
  • Not Applicable
  • Passed
  • Completed
  • Incomplete
  • Not Attempted
  • Failed
Lesson Location
Page the learner is currently on in the course.
Select locations inside the course.
Activity Start Date
When did the learner first begin the course?
  1. Show courses the learner began in a date range.
  2. Show courses the learner began a past number of days.
Last Access Date
When did the learner most recently access the course?
  1. Show courses the learner last accessed in a date range.
  2. Show courses the learner last accessed a past number of days.
Last Access Duration
Length of the learner's last access of the course (in Hours:Minutes:Seconds).
Filters not applicable
First Completion Date
When did the learner first complete the course?
  1. Show courses the learner first completed in a date range.
  2. Show courses the learner first completed a past number of days.
Course Completion
Date and time when the course was completed.
  1. Show courses the learner completed in a date range.
  2. Show courses the learner completed a past number of days.
Access Count
Number of times the learner opened the course.
Filter where the learner opened courses [=, ≠, <, ≤, >, ≥] number of times.
Total Time for Course
Total time the learner has spent in the course (in Hours:Minutes:Seconds).
Filters not applicable
Learner Score
Score the learner achieved for taking the course.
Filters not applicable
Learner Has Certificate
Did the learner earn a certificate for completing the course?
Filters not applicable



Additional Registration Information

Custom learner-data fields specific to this organization.


Field
Description
Filter Option
Free Text
Unrestricted text entry.
Filters not applicable
User Group
Places learners into the selected Reporting Group
Filters not applicable