LearningSource Online Help/Knowledge Base/General

Create custom reports / save report favourites

John Mitchell
posted this on January 09, 2011 23:04

The following process describes how to create a new custom report by saving report settings as a new Favourite report.

Note: This feature is not available on the LearningSource Smart service. 

  • Select Reports from the main menu.
  • Select the report that you would like to create a favourite from.  You will taken to the report page.
  • Click More options to display other report settings.

    Event_List_-_Training_Platform_-_Google_Chrome_2012-08-06_17-57-10.png

 

  • Select the settings you would like to use for the new favourite report.

    settings.png
  • Press Save as Favourite.  Save as Favourite window will appear.

    Event_List_-_Training_Platform_-_Google_Chrome_2012-08-06_18-12-12.png

  • Edit the name of the report (optional).  The name provided will be the title of the new Favourite report.
  • Edit the description of the report (optional).  The description provided will be included in the footer of the new report.
  • Press Save Favourite.

Delete a favourite report

  • Select Reports from the main menu.
  • Hover your mouse over the favourite report you would like to delete.  A delete link will appear on the left.

    delete.png

  • Click the Delete link. Delete Favourite window will appear.
  • Press Delete Favourite.


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