How to access Reports

Reports can be found using the My Reports Icon or the Reports Tab

The majority of reports will be found in the reporting section of the LMS. This section is easily accessed from both the simple view menu tabs and the advanced view dropdown tabs.

To access the Reporting Section from the Simple View,
Click on the Report (or My Reports) tab located on the far right at the top of the LMS homepage (or any other page in the simple view).


To access the Reporting Section from the Advanced View,
Use the Advanced View > Reports drop down menu to select the item Reports.

Either method will launch the Report List (screenshot 3) which will provide a searchable listing of reports available to the specific user.

Navigating the Reports List and View Reports

The Report List provides a line-by-line listing of reports available to the user. Column data includes:

  • √– Checkbox to select specific report.
  • Type – Indicates whether the report is standard, user defined or scheduled.
  • Name – The name of the report
  • Description – A description of the report (optional)
  • View – A hyperlink allowing for instant viewing of the report without needing to enter additional selection data (user defined or scheduled reports only)
  • Delete – A red (X) link will allow deletion of the report. This does not apply to standard reports and only applies to those with rights to delete reports.

Depending on the number of reports made available both to your organization and your particular group (e.g. System Administrator vs. Manager vs. Standard User) the list may require viewing several screens to find the particular report you are intending to use. To help speed this process up a number of navigation options have been added. These include:

  • Clicking on the title bar of specific columns to sort by data in that column, (e.g. Name). A single click will put items in ascending order. A second click will put items in descending order.
  • Clicking on the individual letters of the Alphabet found in the top left header, will ensure only items whose name begins with that letter are shown. Click ALL to again show all items.
  • Click on the previous and next links or corresponding arrows to scroll from page to page.
  • Enter a name in the text search box and click the search link to bring up only items that match the search criteria.
    • Partial entries are allowed, for example, enter “comp” and “Completion reports” will be listed.
    • Make sure to click on the “clear” link to reset when doing a new search.

Select and launch a report for viewing, printing or exporting

  1. Navigate to the desired report (see above)
  2. Click anywhere in the Type, Name, Description or View column of the row of the report you wish to launch. Note: If there is a View link in the View column, select this option.
  3. The screen will refresh and the Report Selector screen which lists the name of the report and provides selectors to filter the report and buttons to view and export the report will load.
  4. See the next section for general concepts associated with making selections and running reports.

Report Selectors screen – allows you to select filters, print and export the report

How to Understand Report Data Views

Administrators, by default, will be able to access data for an entire organization and for all individuals and groups within the organizations. Managers, by default, will only be able to access data for their departments and direct reports. Thus, even if viewing the same reports and selecting the same criteria they may get different data results.