Learn - 1. Introduction to reporting - Course Overview

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Welcome to the Introduction to Reporting Course.

This course is your first step to mastering Business Objects, the powerful analysis and reporting tool integrated with Kallidus LMS.

You’ll learn everything you need to know to get started. The course reviews essential processes, including how to customise and schedule reports, how to export data, and how to manage reporting in your team.

By the end of this course you will have a strong foundation for growing your knowledge, and will be able to manipulate the default reports to provide the information your organisation needs.

And when you’re ready to take your next steps, contact us to find out more about our advanced reporting workshops and 121 consultancies. 

View the printable Introduction to Reporting guide

In this course:

Business Objects Overview

Kallidus LMS is integrated with Business Objects, an industry standard reporting tool. Find out more about Business objects, and how it integrates with your LMS.

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Find and view the default reports

See where the real-time HTML reports can be found and export results in HTML and CSV format. Then, take a tour of the Business Objects interface, and get an overview of the key features and functionality.

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Refine and Simplify

Compare Prompts, Filters and Input Controls - 3 different ways to refine your view of the data, and get straight to the information you need. You’ll also learn some key editing techniques to simplify the report.

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Export report data

See how to export data to include or exclude report formatting – from a formatted pdf with charts and graphical summaries ready to share with colleagues, or perhaps just the raw data in Excel, CSV or as a text file.

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Reporting User Defined Fields

Learn how to manage the data items, (or objects) that are used in Reports. In particular, I’ll look at how to add User Information fields and Custom Fields to a report 

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Manage Reports in your Team 

Find out the key considerations for managing reports in a team of administrators. You’ll see important global settings for reporting, how and where to save the customized reports, and how to prevent administrators performing significant actions such as deleting reports or even folders of reports.

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Schedule One-off and Recurring Reports

See how to schedule reports – either as a one-off or repeating on a regular schedule. This is a key feature of Business Objects and a real time saver.

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Create a report to summarise eLearning compliance

The ability to identify when mandatory learning has, or has not, been completed is for many of our customers, the most fundamental reporting requirement.

So in this final tutorial in the Introduction to Reporting course, you’ll see how to combine many of the features and steps described so far with one or two new techniques to create a report to Summarise elearning compliance.

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Note: This course assumes that your organisation has an HRIS data feed to automatically add People Data to the LMS. However the content is also suitable for any customers using alternative methods to feed data into Kallidus, for example self-registration or manual import routines from a flat file.

View another video in this course:

1. Introduction to Reporting: course overview (This Article)
2. Business Objects Overview
3. Find and view the default reports
4. Refine and Simplify
5. Exporting report data
6. Reporting User defined fields
7. Manage reports in your team
8. Schedule one-off and recurring reports
9. Create a report to summarise eLearning compliance