Example: Create a Custom Report for Learner Attendance

This example illustrates 1 way to create a custom report to manage learner attendance for course offerings.

As a learning administrator, you want to identify which course offerings require recording learner attendance. You create a custom report to record enrolled content and learners, their in-progress lessons, and attendance statuses.

Security: Custom Report Creation
domain in the System functional area.

Access the

Create Calculated Field

task.

Create a calculated field for lesson tracking to use in your custom report.

Enter Lesson Tracking Calculated Field
for the

Field Name.

Select Learning Enrollment
for the

Business Object

Select Extract Multi-Instance
for the

Function

Click

Select Subset
for the

Operation Type

Select Lesson Tracking
for the

Source Field

Select Any is True
for the

Condition

Click

Done

Access the

Create Custom Report

task.

Enter these values:

Option	Description
Report Type	Select Advanced .
Data Source	Select Learning Enrollments .
Data Source Filter	Select All Enrolled Enrollments

On the

Columns

tab, add these fields:

Business Object	Field
Learning Enrollment	Enrolled Content
Learning Enrollment	Worker
Lesson Tracking	Lesson Title
Lesson Tracking	Lesson Type
Lesson Tracking	Attendance Status
Lesson Tracking	Lesson Grade

On the

Filter on Instances

grid on the

Filter

tab, add these rows:

And/Or	Field	Operator	Comparison Type	Comparison Value
And	Learning Content Type	in the selection list	Value specified in this filter	Course Offering
And	Lesson Tracking Calculated Field	is not empty
And	Completion Status	in the selection list	Value specified in this filter	In Progress Not Started
And	Learning Content Title	contains	Prompt the user for the value and ignore the filter condition if the value is blank	Default Prompt

On the

Subfilter

tab, select

Add

Select Lesson Tracking Calculated Field
for the

Business Object.

Add these rows and values:

And/Or	Field	Operator	Comparison Type	Comparison Value
And	Lesson Type	in the selection list	Value specified in this filter	In Person Classroom (Instructor Led) Virtual Classroom (Instructor Led) Training Activity
And	Lesson Attendance Status	in the selection list	Value specified in this filter	Not Entered

Click

Run

Create Calculated Fields

Create Custom Reports