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Reporting

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Reports

To manage static and dynamic reports, choose Reports → Reports.
The page with the overview of all reports opens.

You see all dynamic reports on the overview page Reports, which are assigned to you via the Report templates . You also see all static reports. This page is even shown if if you got no author rights for reports like Read, Select, Change, Create, Delete (object permission) and/or Change external content via the Author assistant or Permission groups wizard.

You can edit the corresponding report via clicking the title.

The overview table got the columns Title, Report category, Sub category, Report and User type. You can Edit display of columns and order via a right clicking the table header.

Furthermore there are the following filters available: Titel, Report, Report category, Language (Original language or other language) and Report type (All, Dynamic or Static).

You can open a report:

  • by choosing the menu Reports → Reports and choosing a report out of the overview table or by filtering a report,
  • via the widget My favorites or Reports to which I am subscribed and open single favorised or subscribed reports,
  • by choosing Show report after choosing the context menu of the title in the overview, for example Learning content  → Knowledge tests.

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.

As team leader or user you can open the corresponding report in the Cockpit on the tab reports by clicking the title of the corresponding report in the list. Choose then the corresponding mandantory field and the optional fields and after that you click the button Show. To safe the 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.

Static reports

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

Notes

– If there’s no filter of the user status (if active, inactive or both) in the corresponding static report, that static report filters active and inactive users.
– Information about how to filter OUs in reports you find here.

Dynamic reports

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

To dynamic reporting

Drill-down reports

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.

Note

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.

Report favorites

To manage report favorites and subscriptions of static and dynamic reports, choose Reports → Report favorites. The page with the overview of all report favorites and subscriptions opens.

You see also this page, if you got no author rights for reports like Read, Select, Change, Create, Delete (object permission) and/or Change external content via the Author assistant or Permission groups wizard.

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.
More information about "Report subscriptions"

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 Add reports to favorites in the shown report. The dialog window Add reports to favorites opens (see first screenshot).
  3. Enter the title and the description and click 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 the button New. The window Add reports to favorites with the tabs Master Data, Subscription and Additional recipients opens (see second screenshot).
  3. Enter the required data.
  4. Click 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 clicking 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 sent is based on the start date and not on the last sending date.

If you are a team leader or a user, Avendoo® creates a link to the favorites on the tab Favorites in the Cockpit.

Report templates

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 corresponding favored file format (PDF, Word, Excel, PowerPoint, CSV file). Via the filter function you can search tightly focused for the corresponding report template.

Further information for creating report templates you find via clicking the box “New report template”.

Training inventory

You can import training inventory entries via a CSV file. The import of this file is  enhanced by the column classifications. Further you can select freely the location at all kind of training inventory entries.

You see the following columns in the overview of the training inventories: Title, Add to training inventory is set in the wizard User-defined fields.

You can filter by the following criteria: Title, Add to training inventory is set in the wizard User-defined fields.
If you’ve defined a 

– These entries of the template are mandatory: username, title, type, startdate, enddate, location and provider.
– You can use the OB3 API since version 17.47 for training inventory data.

Download template

To import a new CSV file with training inventory entries, choose Import settings

CSV file

Please select a CSV file containing the 

Overview

Statistic of the current import process

This area shows you an overview, how many training inventory entries are created new (“4” for example) and which ones could not be imported (“0” for example).

Details of the 

Report categories of the static reports

For further information click on one of the report categories:

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

Quicklinks – Course assistance

The most important reports to the following questions: What do your participants do ? Which participants do you have? What is the status of your participants?

Quicklinks – Quality Assurance of the content

The most important reports to the following questions: How good are questions be answered? What are the results of the feedbacks?

Quicklinks – User support

The most important reports to the following questions: Where is a user logged in? Which events does he/she join?

Data Warehouse instruction via Power Query Editor

Prerequisites (data resources from Avendoo®)

Avendoo® gives you the access to different data in the following two ways:

  • Report favorites
    In this case the data retrieve of the self-created dynamic report happens via the report ID for the following data:
  • OB3 views (Overview tables)
    In this case the data retrieve happens to the whole tab of the menu, like the following for example:
Use
  1. Get raw data from Avendoo®
    You can retrieve raw data from different systems like Avendoo® or HR systems via API.
  2. Raw data remains in the target system or on neutral data base
    The raw data are connected via data base interface to the target and analysis system. The raw data is retrieved from a Middleware in the software (this means the Power Query Editor) to a data base of the analysis tool like Microsoft Excel, Power BI, Dataverse or Azure Data Lake Storage.
  3. Connect this data with other data (NOT in Avendoo®)
    There are further data pools in this analysis tools. Basically, these are the master data of the employees, master data of the locations or stores, sales figures of the locations, geo data of the locations for example. Then the data from Avendoo® will be linked with data, which doesn’t exist in Avendoo®. Mostly this data is sales figures or product or customer data, which doesn’t exist in Avendoo®. To merge the data, we need from both data retrievals a congruent attribute like first name, last name, gender or location.
  4. Visualize and/or analyze this data
    You can get new data or insights via this newly linked data.
    Examples:
    If you consider it geographically, where is most or least learned?
    Does a variety of training, learning or/and product training lead to more sales?

Example: Create a data retrieval via Report favorites in Excel

In Avendoo®

  1. You create an API author, which is used by several persons and is ONLY used for this data retrieval. Thus several persons get access to these Report favorites to change the filter settings or retrieve a report ID again for example.
  2. You select a report, which gives you the favored data. You set the required mandatory and optional filters also.
    Note

    You have to deactivate under Diagrams all points except No group heading in CSV export in the filter settings.


    Important

    You have to deactivate the following columns in the lower part of the Report wizard under Diagrams: Show logo, Show headline and filter data, Show footer, and No group heading in CSV export. Otherwise the data can not be retrieved correctly and this causes an error message. Finally, this data retrieve will be saved as favorite.

  3. Then you can display the favorite via the Report favorites and can copy the Report ID from this URL:
    Example:
    https://jussy1.pb.magh-boppert.de/Avendoo/share/report/DynamicReportServlet?favoriteReportID= 1672913147411 &action=initFromFavorite

In Excel

  1. You open the Power Query Editor in Excel via the tab Data on the left side by choosing Retrieve data → Start Power Query Editor.
  2. You choose New source → Other source → Empty retrieval in the Power Query Editor on the right side.
    Via the tab Start and the option Extended editor on the left side opens a further dialog window with a new retrieval.

Configuration

You insert in the Empty field of the new retrieval’s dialog window the following configuration:

let

content = Web.Contents(„https:// _academy.avendoo.de/api/v1/report/1676032524861 „, [Headers=[Accept=“text/csv“]]),_

Source = Csv.Document(content,[Delimiter=“;“]),

#“Higher staged Header“ = Table.PromoteHeaders(Source, [PromoteAllScalars=true])

in

#“Higher staged Header“

You can exchange the URL of the corresponding system and the ID with the favorites ID from Avendoo® in the first line or you insert this one (see yellow area above).

Potential nonconformities

If the error “Edit register information” appears, you have to maintain the login data of the corresponding system (API authors) on the tab Standard.

Authentication

If you’ve created a new data retrieval and have maintained or adjusted the URL of the system within the configuration, you have to execute an authentication to get access to the system.

Where to configure authentication

This retrieval opens automatically after you’ve maintained the configuration.

If this retrieval does not open automatically or you have to adjust it afterwards, you can open manually the dialog window to maintain or adjust the data.

Data source settings

You have to select the Global permissions, and the corresponding URL of your system, from which the data derives.

Furthermore you have to select Edit permissions and once again Edit, to open a further dialog window. Then you can enter the user name and the password under Master data.

Further information

  • The function Update preview in the Power Query Editor gives you new data from the system. There’s no retrieval necessary via  Avendoo®. You can update this data retrieval via Excel.
  • The function Close and Load in the Power Query Editor gives you the favored data in Excel. You have to do an extra formatting each separately in the Power Query Editor or in Excel.

Analysis tools

  • To combine, evaluate and format specific data, you can use the data within Excel.
  • Power BI represents a business analysis service by Microsoft, which enables you to make a connection with data and to transform and visualize them.