Running & Exporting Data From Reports

Throughout the app there a various lists allowing access to view & export useful data. Whilst the reports available vary depending on the context, the way in which you run reports and export data is the same.

A typical report list appears as below (for instructors in this case):

Typical Reports List - Desktop

Typical Reports List - Desktop

Typical Reports List - Mobile

Typical Reports List - Mobile

You can search for reports by name using the search box above the list.

You can also see when the report was last run; this is useful to decide what time period to run a report for (where applicable).

Clicking/tapping on a report in the list will show a popup allowing you to run the report or export the data as a downloadable file.

Running a Report

The layout of the popup is different for the Desktop & Mobile interfaces, but the functionality remains the same.

Clicking/tapping the "Run" button will run the report with default parameters & column settings. The results will appear after a short time in the form of a list:

Typical Report Run Results - Desktop

Typical Report Run Results - Desktop

Some reports support parameters, which you can change to filter the results.

Almost all reports allow you to choose which columns you wish to include in the results.

Changing Parameters

Selecting the "Parameters" tab allows you to change the results returned by filtering the data.

If the tab is not visible then the current report does not have any parameters.

Typical Report Parameters - Desktop

Typical Report Parameters - Desktop

Simply change any parameters as required and then click/tap the "Run" button to re-run the report. The run tab will be automatically shown.

Selecting Columns to Include

Selecting the "Columns" tab allows you to change the results returned by including or excluding columns.

If the tab is not visible then the current report does not have any optional columns.

Typical Report Column Selection - Desktop

Typical Report Column Selection - Desktop

Simply select or deselect the columns as required and then click/tap the "Run" button to re-run the report. The run tab will be automatically shown.

Exporting Data from a Report

The layout of the popup is different for the Desktop & Mobile interfaces, but the functionality remains the same.

Exporting data is an almost identical process to running the report. Except rather than using the "Run" button, you select the export tab instead. 

We suggest that you run the report, as detailed in the previous section, first. Then once you have finished adjusting parameters & columns, and are happy with the results returned you can export the data.

The export popup provides some simple options:

Export Report Data - Desktop

Export Report Data - Desktop

Two export file formats are supported:

  • CSV - Comma Separated Variables - Extension *.csv. Includes a header row containing column names.
  • TSV - Tab Separated Variables - Extension *.tsv. Includes a header row containing column names.

If you are not sure which format your spreadsheet application supports you should choose CSV (Comma Separated Variables).

You may also choose a filename format, which can be based on the date & time at which the report was run to avoid conflict with existing files downloaded to your local device. A preview of the filename based on the current date & time is shown.

Once you have chosen the required export format and file name, simply click/tap the "Download" button. After a short delay your browser should prompt you to download a file or start the download automatically. The exact behaviour depends on your browser and it's settings.

The example shown below is from the current version (as of 24/11/2017) of Google Chrome for Windows with default settings:

Report Download Complete - Google Chrome Desktop

Report Download Complete - Google Chrome Desktop

The example shown below is from the current version (as of 24/11/2017) of Firefox for Windows with default settings:

Report Download Complete - Firefox Desktop

Report Download Complete - Firefox Desktop

Once the download is complete you may have to go to your downloads directory to find the file. Some browsers will automatically open the default program for the file type (e.g. Excel, Google Docs). Again the exact behaviour depends on your browser and it's settings.

The name of the downloaded file is based on the name of the report with the appropriate extension for the data format chosen.