Creating a Custom Report

1. From the homepage, navigate to Reporting > Create.
2. You will land on the Start Building tab. If your end goal is to build a custom report, this is always the tab to start from.
   • This tab has reporting categories with prompts (or questions) to help you find the right base configuration to build from. See the next section on Viewing Base Configurations for more information.
3. There are also tabs for Looks and Dashboards. These tabs are where any saved custom reports will live. This article will go over how to save reports as looks and to dashboards a little later.

1. After navigating to the Create section and landing on the Start Building tab, choose a question that you feel would be the best starting point for your custom report.
   

   Example End Goal: I want to create a report that captures how many learners have joined my site in Q1 2021.
   
   Next, choose a question that will fit that end goal the best.
   Example Question: How many learners do I have?

2. Click on the question that you've chosen.
   
3. The data that you will see on this explore page for the question is called a base configuration.

Tip

Base configurations may look different from question to question based on the visualization method chosen. You can update the visualization by clicking on the different options in the visualization tool bar:

1. At this point, you've chosen your question and you've navigated to the base configuration.
2. To start customizing, you can add more dimensions or filters to learn more about your data.
3. To add a dimension to the visualization, click on the dimension in the list.
   
4. To add a dimension as a filter, hover over the dimension and click the filter icon to the right of the dimension title.
   
5. To update the results after adding dimensions or filters, click Run.

Once the report is customized, you can save the report as a Look or to a Dashboard. Here's a quick reminder on the definitions of both:

Looks: standalone visualizations; one data tile

Dashboards: combinations of one or more "Looks"; multiple data tiles in the same view

Saving a Report as a Look

1. Click the gear icon in the top right next to the Run button.
2. Hover over Save
3. Choose As a Look.
4. Title the Look and add a description (description is optional).
5. Decide if you would like the Look to be just for you [My Folder] or for others to view as well [Group].
6. Click Save.

Tip

Your personal Looks will display a small icon with your initials on the Look tile.

Saving a Report to a Group Dashboard

If you would like your dashboard to be visible to other users, make sure to follow these steps to create or add to a Group Dashboard.

1. Click the gear icon in the top right next to the Run button.
2. Hover over Save.
3. Choose to save to an existing dashboard.
   Note

   You cannot use the save to new dashboard option at this step if you'd like it to be in the Group folder and therefore, visible to other users.

4. Title the Look (otherwise known as a single data visualization).
5. Click on Group in the left sidebar.
6. Choose which dashboard to add the data tile to.
   Tip

   You can create a new Dashboard at this point if you'd like to add this Look to a Dashboard that hasn't been created yet. Click New Dashboard in the bottom left of the pop up, enter a Dashboard Title and click OK.

7. Select the Dashboard and click Save to Dashboard.

Saving a Report to a Personal Dashboard

If you would like your dashboard to only be visible to you, make sure to follow these steps to create or add to a Personal Dashboard.

1. Click the gear icon in the top right next to the Run button.
2. Hover over Save.
3. Choose to save to an existing dashboard.
4. Title the Look (otherwise known as a single data visualization).
5. Click on My Folder in the left sidebar.
6. Choose which dashboard to add the data tile to.
   Tip

   You can create a new Dashboard at this point if you'd like to add this Look to a Dashboard that hasn't been created yet. Click New Dashboard in the bottom left of the pop up, enter a Dashboard Title and click OK.

7. Select the Dashboard and click Save to Dashboard.

Use the folder system on the Looks and Dashboards tabs to keep reports organized and have the ability to easily find what you need. Folders in the Looks and Dashboards tabs can be used to organize personal (aka My Folder) or group reports. 

Navigate to the Looks or Dashboards tab and then follow the steps below.

Creating a New Folder

1. Click on the Add New Folder button in the top right OR click on Add New Folder from a tile dropdown.
2. Give the folder a name and click Save. 
   

Assigning a Folder to a Look or Dashboard

1. Use the dropdown menu in each tile to choose a folder. It will automatically save your choice. 
   

Filtering by a Folder

1. Click a check box for the folder from the left menu. The results will automatically update.
2. Uncheck the folder to clear the results. 
   

Editing or Deleting a Folder

1. Click a check box for the folder from the left menu. The results will automatically update.
2. Hover over the folder name above the results to see the pencil icon and trash icon.
3. Click the pencil icon to edit the folder name. Click Save.
4. Click the trash icon to delete the folder. Confirm you would like to delete the folder by clicking Yes. The folder will be removed from any existing reports.