Avendoo® online documentation

Reporting

Reports provide analysing information in Avendoo®. They got eight categories, which have subcategories. There is automatically a report template generated for each available report in Avendoo®. Authors with the appropriate authorizations 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 authorization group or you assign this via the User wizard. Also you can assign the appropriate report template to the authorization group, which is also assigned to any user.

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

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 authorization group created for each report group. The authorization 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 authorization 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 Authorization groups wizard and this authorization 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?

If there is a drill-down report for a static report possible, defines the author by assigning a report template to a authorization group or to an user. The possible drill-down report templates are listed indented.

The author configures the drill-down reports for dynamic reports only in the report template. If the author assigns this report template usually, the drill-down reports are automatically included.

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

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).

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

Add report to favorites

Parallel to subcribing to a report you can add a report to the favorites. To add a report to the favorites, you do the following steps:

  1. You choose the mandantory filter and if necessary the optional filter.
  2. Above “My favorites” you click on the button New. The window Add reports to favorites opens.
  3. Enter the required data and click on the button Save. Now this favorite is listed below My favorites.
  4. You can set the appropiate favorite as standard by clicking the radio button. Further you can edit and delete this favorite.

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

If you are an author, you get by favorising a link in the widget My favorites on your dashboard. Thus you don’t get a regularly issued report, but you can open the report via fast access at any time on your dashboard.

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.