Avendoo® online documentation

Reporting

Reports provide analysing information in Avendoo®. They got six categories, which have subcategories. Regarding the dynamic reports you can configure selected analyses by yourself.

The dynamic reporting is different to the standard reporting in many details. For further information about dynamic reports click on the button below.

There is automatically a report template generated for each available report in Avendoo®. Authors with the appropriate permissions can edit these report templates or they can create new report templates. The author defines in a report template, which filter and data is available in the report. The author can create multiple report templates with different configurations for dynamic reports. So that the appropriate users can use the report template, you assign as author via the list view the appropriate report template to an permission group or you assign this via the User wizard. Also you can assign the appropriate report template to the permission group, which is also assigned to any user.

The single reports can be displayed in different file formats (pdf, Word, Excel, PowerPoint and CSV).

Note

Excel opens CSV files standardly by ISO-8859-1. This can cause a different display of special characters. If you want to open and edit the exported CSV files basically with Excel and you want a correct display of special characters, you have to change the value in the system setting “default.csv.report.character.encoding” to UTF-8.

The Excel export of reports is configured to the current XLSX format and thus the limit is increased to 65,535 lines per table.

Note

If there is an update to Avendoo® 15.4 or higher there will be a permission group created for each report group. The permission groups contain the appropriate report templates of the prior report group and are assigned to the appropriate users.
If there existed assignments of the same dynamic report with and without drill-down reports in the prior report groups, now are two report templates (with and without drill-down reports) are generated and are assigned regarding to the permission groups. The report templates contain a designation, if the drill-down report is possible or not.

 Avendoo® lists you the report templates of static reports and dynamic reports, if the access right Show, create and edit report templates was assigned on the tab Access rights in the Author assistant or on the tab Allocate author rights in the Permission groups wizard and this permission group was then assigned in the User wizard.

The report templates also have eight categories (learning content, event management, user management, course management, resources, clients, polls and use reports) and have analog to the reporting sub categories. This partitioning provides a better traceability of single report templates. You can show the single report templates in the appropriate favored file format (PDF, Word, Excel, PowerPoint, CSV file). Via the filter function you can search tightly focused for the appropriate report template.

Further information for creating report templates you find under “Further functions”.

How do I configure drill-down reports of static and dynamic reports?

Original report: Static report
If a drill-down report is possible for a static report, defines the author by assigning a report template to a permission group or to a user. The author sees the drill-down report templates intended on the list. The author can set single check marks.
In general: If the author assigns reports directly to the user (author, user or team leader), the user can open these. The user cannot select drill-down report templates on static report templates. This is only possible on dynamic reports.

Original report: Dynamic report
When the author has selected a static report as drill-down report in a dynamic report, the user can open the static report, if the user can open the superior dynamic report. This is also valid for the drill-down report from dynamic to dynamic. The user can open a report (static or dynamic) as drill-down, if the auhor has configured the drill-down report on a dynamic report template, which is assigned to the user – on the user or via a permission group. The user hasn’t to have a permission on a drill-down report.

Hinweis

The dynamic report drill-down configuration can consider several levels.
Dynamic level 1 Dynamic level 2 (configured on level 1 as drill-down) Dynamic level 3 (configured on level 2 as drill-down)
In this case it is enough, if the user has the permission on the report of Dynamic level 1.

Open report

As author you can open a report by:

  • clicking the appropiate button in the task bar in the author backend,
  • moving a learning unit on your dashboard via drag and drop on the icon (you can favorise or subscribe to single reports or you can open them via widgets),
  • by choosing Show report after choosing the context menu of the title in the overview, for example learning content  → knowledge tests.

As team leader or user you can open the appropiate report in “My cockpit” on the tab “reports” by clicking on the title of the appropiate report in the list. Choose then the appropiate mandantory field and the optional fields and after that you click on the button Show. To safe the appropiate report, you can click the buttons PDF, Excel, Word, PowerPoint or CSV. If the report is displayed, you can subscribe to the report or you can add the report to the favorites.

You open a report by choosing the report category first and then the subcategory. Now you can choose the single report of this category and you can open it via the button View.

Depending on the single report you get in the next step single filter options. The filters which are displayed on the left side are mandantory, because without them you cannot open the report. But also the filters on the right side make sense, because they restrict the retrieving amount of data. Thus reduces the loading time and on the other hand it makes the report clearlier laid out.

After setting your favored filters you can export the report into the appropiate format via the button PDF, Excel, Word, PowerPoint and CSV or you can open the report directly via Show in Avendoo®. After opening in Avendoo® there is an export via these buttons possible; you find the buttons now above the report. Furthermore you can subscribe to the report or you can add it to your favorites.

Subscribe to report

If the report is displayed in Avendoo®, you see the button Subscribe to report in the middle above the report. Via this button you open the assistent for Regularly issued reports (see screenshot below).

Notes
  • The next report is sent based on the start date and not on the last sending date.
  • If you subscribe to a static report and add an internal subscriber in the widget Reports to which I am subscribed, but you are set to inactive, the subscribed reports still will be sent to the additional subscribers. Generally the reports won’t be sent any longer to the author, who has created the subscription, if he/she is set to inactive in the User management.

Add report to favorites

Parallel to subcribing to a report you can add a report to the favorites.

To add a static report to the favorites, you do the following steps:

  1. You choose the mandatory filter and if necessary the optional filter.
  2. You click on Add reports to favorites in the shown report. The dialog window Add reports to favorites opens.
  3. Enter the title and the description and click on the button Save. Now this favorite is listed under the tab Favorites and in the widget My favorites.
  4. You can change the filter settings of this favorite. Further you can delete this favorite.

To add a dynamic report to favorites, you do the following steps:

  1. You choose the mandatory filter and if necessary the optional filter.
  2. Above My Favorites you click on the button New. The window Add reports to favorites with the tabs Master Data, Subscription and Additional recipients opens .
  3. Enter the required data.
  4. Click on the button Save. Now this favorite is listed under the tab My Favorites. You can delete, edit or activate this favorite as standard favorite.
  5. As author you can change the filter settings via click on the favorite entry in the widget My favorites . Thus you don’t get a regularly issued report, but you can open the report via fast access at any time on your dashboard.

Note that the next report is sent based on the start date and not on the last sending date.

If you are a team leader or an user, Avendoo® creates a link to the favorites on the tab “Favorites” in “My cockpit”.

Further functions

Report categories

For further information click on one of the report categories:

To get to single reports for common purpose, use the following quicklinks.