14.2. Flexi Reports

• The administrator can interact with the database via a web interface to create the required reports on the fly.
• This new reporting functionality combines full access to the rich variety of stored data with an extensive variety of presentation styles.

To access Flexi report:

Click Reports > Flexi Report. The following Reports screen appears displaying Flexi report details.

14.2.1. Create New Flexi Report

To create report:

Click Create New. The following New Report screen appears with the respective details to be filled.

Note

• Report Template are lists of default templates, based on which the administrator prepares the reports.
• Default Report Templates:

1. User feedback mapping
2. Trainer feedback details report
3. User survey report
4. User details report
5. Question bank details
6. User login report
7. Resource details report
8. Survey details report
9. Test user mapping
10. Training course reports
11. Program group
12. Program user mapping
13. Feedback details report
14. User feedback details report
15. Digital library resources report
16. Test details report
17. Program details

14.2.2. Edit Query

• Edit query generates reports that are filtered based on the parameters passed as a query (AND/OR) using conditions like =, ! =, and Contains operator.
• The Contains operator matches against only the specific word in the given string.

Example: Username = amit (AND/OR) > click Add.

To edit query:

• Click Edit Query. The following Edit Query screen appears where a query is passed.
• Click , to add the required fields.
• Click View Report, to view the filtered reports based on the selected fields.

To update query:

Click Edit . The following Update Query screen appears with the chosen fields to be updated.

To remove query:

Click Remove . It deletes the selected query.

14.2.3. Schedule

• The flexi report is sent to the selected administrator of different business units on the scheduled basis, i.e. either daily/weekly/monthly based on the requirements.
• The scheduled reports are mailed automatically to the respective administrator based on the set date and time.
• An .csv file report is attached to the mail and sent to the respective user’s mail-ID.

Note

* The user or the administrator will receive the mail notifications on the schedule reports.

* The scheduled reports are not sent to the System Admin and is not listed under Send Report To dropdown list.

To schedule report:

Click Schedule. The following Schedule screen appears with the schedule details.

14.2.4. Edit and Delete Reports

To edit report:

Click Edit . The Edit Report screen appears with the chosen fields to be edited.

To delete report:

Click Delete . An alert box is displayed with the following message: “Do you want to delete the report Name of the Report?” click Ok or Cancel.

14.2.5. View Report

To view report details:

Click View Report. The <User Login> Report screen appears displaying report details.

Important

• Show Option:

  o Displays report that is filtered based on the selected fields.

  o The fields selected can also be a custom field.

  o The show option when used in Edit Query, it displays report based on the query passed.

• :The Flexi report can be exported to the Excel in .csv file format.