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Automating and Customizing Axis LMS Reports

report-automation
Learn how to schedule and automate custom reports.

Scheduled LMS  Reports enable you to set up reports to be emailed or saved as a document at regular intervals. After these reports are scheduled, you can run them at will, temporarily disable the report, or remove it entirely.

One of the great things about scheduled lms reports is that you have control over what fields appear in the report. You can choose from any of the user profile fields (including the 15 customizable ones), as well as course data such as progress, average and time spent in the course. They also have similar filter settings like the lms course reports do.

With scheduled lms reports you can use the email settings to specify who you would like these automatic reports to be sent to. This may come in handy if you have specific people in charge of certain users or to send reminders to the admin.

Inside the Axis LMS, the admin, report admins, and certain managers are all able to see their own reports when they log in. However, not everyone is keen to the idea of logging in to view reports – for cases like these, scheduled reports come into play. Scheduled Reports can be used as way to save or send reports out to an email address regularly; or on a one time basis.

Creating Scheduled LMS Reports

To create a Scheduled LMS Report, head into your Scheduled Reports area from your Reports tab. [Reports > Scheduled Reports]

Scheduled LMS Reports

When creating a Scheduled Report, an admin needs to fill out some settings which are broken into a few different sections:

Report Settings
These settings affect how the Report is delivered, and when it is delivered.

Email Settings
If you’re sending this Report as an email, these settings will determine who it is sent to, along with any additional body text.

Filter Settings
These settings are where you’ll refine what users should be included in this report. Drill down into usergroups, profile fields, courses, time spent in course, and more.

For example, an admin can choose to create a report that includes only users from “Atrixware” whose average inside a Course is at least 50%.

Layout Settings
This section allows the admin to determine what fields should be included in the report, and in what order they should be delivered.

Using these settings, an admin can add and remove fields into the report, then drag and drop the included fields into an order that makes sense for their business.

Scheduled LMS Reports

 


After you’ve created your report, it will now appear on your list of reports along with several tools. These tools allow you to temporarily disable the report, run the report, view how it was created, or remove it entirely.

 

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