Reports

Administration reports creation and management

Report Management

Overview

Forma LMS provides a powerful and flexible report generation system, with these features:

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Public: when a report is flagged as “public” it will be visible to all administrators and superadministrators. Non public reports can be viewed only by superadministrators and by the administrator that created the report

View: view the report

Export in CSV or XLS format

Schedule the report to be automatically sent by email to selected users

Edit: modify configuration options for the report

NOTE: Users with level Administrator will be allowed to see and edit onlyy report flagged as “public”, or created by themselves. Within the reports, administrator will see users and courses based on their user assignements. See Administrators management guide for details

Create Reports

A four-steps wizard will guide you in report creation:

  1. Select the report category
  2. Select filter on the rows to display or data aggregation mode
  3. Select the report type: please note that it won't be possible to change the report type once saved
  4. Select column and criteria for the selected report type

Report Category

Forma natively provides three report “categories”, each based on a different logic for data displaying, and providing different report types. 

Available categories are:

  1. Users-Courses: will display different data type for a list of users. 
  2. Courses-Users: will display different data type for a list of courses.
  3. Aggregated: shows aggregated information for selected users and courses 

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User Selector

For each category, it is possible to select the users to be included in the report.

In most cases, the best option is including “all users” and simply filter by course:

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Report Scheduling

Reports can be automatically generated and sent by email to some users

You can create an unlimited number of schedules:

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Upon schedule creation and edit, it will be possible to choose the users that will receive the report and set the date/frequency and time with the following settings:

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Advanced Settings (Report Attachment)

Further settings to configure how the scheduled report might be attached to the sent email can be configured under:

 Adm > Settings >System Configurations > Settings > Advanced

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Set the "Max attached report size" according to your intranet or email account limits.  
If value is set to zero, users will always receive a link to the stored file.

Cron setting

For the file to be sent, you will need to set up a cron-job on your server, calling the file:

[root]/cron/cron.report.php

User Reports

Reports in this category will show a list of users and their status on different items

Relates users to courses

This is the most commonly used report, that shows the status of each user on each course, based on the filters defined for users and courses.

 

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Example of report relating users to courses

 

Report Options

 

Select Courses: select to include all courses or only some courses

Conditions on selected courses: apply filters to display only users with specified conditions date or score conditions (i.e., filter only users subscribed after a certain date)

Show users custom fields: select which user personal information will be shown in the report

Custom Org: show data from the user org-chart custom fields

Display courses information: select which course information to show

Additional fields for courses: show data from the course custom fields

Classroom fields: show specific course information for classroom courses 

Display user's information about courses: choose which information display about the user status on the course: status (i.e., completed, in progress), dates, scores, etc.

Progress: display user progress as percentage or progress bar

Other options: exclude suspended users, ordering options

Make delay analysis

This report will filter only users with specified completion status in a defined time range, to monitor user delays and send reminders.

Filter Options

It is possible to select users based on their status on the course:

And based on the time condition of course and subscription:

Relates users to Learning Objects

This report displays the status and progress of each user on the learning objects of one or more courses.

Report Options

Learning Objects types: choose which types of LO to include in the report

Select milestones: select to include or exclude milestones LO

Show users fields: show some information about the user

Display courses information: show some information about the user

Learning Objects Info: include information about the LO

Relates users to tests

Like the Learning Objects report, but filtered on test LO

Relates users to communications

Show if users have viewed communications

Relates users to corporate contests

Show user status on corporate contests

Course Reports

Relates courses to users

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Example of Courses Report

Report Options

Time period: filter data from a selected period or time range
Other options:


Display courses information: show information about the course

Additional fields for courses: show data from the course custom fields

Classroom fields: show specific course information for classroom courses

Display user's information about courses: shows further information about the course

Show statistics about courses: calculate course stats about user status and progress in each course

Relates courses with the teachers votes

Relates courses with users votes

Aggregated Report

This report will display aggregated data about users and courses

 

The following report types are available: