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Custom reports

    Custom reports can be created by the administrator, allowing him to define the conditions that interest the organization and create several reports to obtain all the reporting information required.

    User reports generator

     Note: The "User reports generator" is available in the Educational and Enterprise  versions of eFront. 

    The user reports generator is a tool that allows the administrator to build his own reports through an easy to use user interface. The user report generator is based in a number of conditions and reporting columns.

    When entering the function for the first time, the administrator will have to move to the "Builder" tab and click on the link to add a new report. He has to define a name for the new report and submit it. He is now ready to define the conditions for the new report. By clicking on the "Add condition" link , a list of conditions appears that allows him to select the appropriate.

    adding conditions to reports.png

    The conditions are categorized in this list according to the basic user information and the users' learning status. Furthermore there is another category in case we have defined custom fields in the user profile. After selecting a condition the administrator has to define it further, to be more specific about the results desired. For example, if we are searching for users by their type, we have to define the specific user type that interests us(administrator, professor, student). Several conditions can be combined in a report and in this case, the administrator must define the relation between them. Each condition may have the relation and or or with the next condition in the list.

    defining conditions.png

    As a next step, the administrator activates the type of the data that he needs to have for the users, as a result of the report. He can also define the type of data that will be used for the sorting of the results and their alignment (left, center or right). For example, in the following screenshot, we have defined that we need to have the users' login, name, surname and email, sorted by the login and aligned to the left.

    defining the data of reports.png

    The new reports are added to the drop down list on the top of the page. To see the results of a report, the administrator has to select it from the list, click on the "Show" button and then move to the tab "Reports".

    show report.png

    In here appears the list with users that meet the conditions that we have defined for the report. There are some functions available at the bottom of the page that allows the administrator to manage these users.We can select some (or all) of the users and : export them to an excel/csv file, activate/deactivate them, archive them, reset their learning progress, add/remove them to/from an existing or a new group,a course or a lesson.

    reports results operations.png

    In the Enterprise version the user reports generator has some more options available to reflect the additional characteristics of the enterprise edition. In the drop down list that allows the administrator to select the report's conditions, there are additional conditions available for example the users' skills, job positions etc.

    enterprise conditions in reports.png

    Furthermore, in the Enterprise version the supervisors of the branches are also able to view the User reports generated by the administrator, in their Reports page. They can see the list with the generated reports and select the one that interests them.

     

    Troubleshooting

    If you take an error like Table dbname.users_view' doesn't exist you have to check database user's privileges. Database user associated to the eFront database must have grants for 'create view' command.

    Note:As you can see in http://kb.siteground.com/article/I_c..._in_MySQL.html for siteground installations db user that is created has not this privilege, although default cpanel user does. In this case you have to create these views manually from mysql interface and this page will work correctly.

    The sql commands you have to run are (for Educational edition):

    • create view users_view as select * from users;
    • create view  lessons_status_view as select users_LOGIN as lessons_login,sum(completed>0) as sum_lessons,count(users_to_lessons.from_timestamp) as count_lessons from users_to_lessons, lessons where users_to_lessons.archive=0 and id=lessons_ID and lessons.active=1 and course_only=0 group by lessons_login;
    • create view courses_status_view as select users_LOGIN as courses_login,sum(completed>0) as sum_courses,count(users_to_courses.from_timestamp) as count_courses,sum(issued_certificate != "") as certifications from users_to_courses, courses where id=courses_ID and courses.active=1 and courses.archive = 0 and users_to_courses.archive=0 group by courses_login;
    • create view logins_view as select users_LOGIN as logs_login,max(timestamp) as last_login from logs where action="login" group by logs_login;
    • create view skills_view as select users_LOGIN as skills_login,count(skill_ID) as total_skills from module_hcd_employee_has_skill group by skills_login;

    for Enterprise Edition the previous plus:

    • create view employees_view as select users_LOGIN,hired_on,left_on,marital_status,way_of_working,driving_licence,sex from module_hcd_employees;
    • create view works_at_branch_view as select me.users_LOGIN as branch_login,count(me.job_description_ID) as sum_jobs, count(mj.branch_ID) as sum_branch, mj.branch_ID as branch, mj.job_description_ID as job_description, sum(wb.supervisor) > 0 as supervisor from module_hcd_employee_has_job_description me, module_hcd_job_description mj, module_hcd_employee_works_at_branch wb where wb.users_LOGIN=me.users_LOGIN and wb.branch_ID=mj.branch_ID and mj.job_description_ID = me.job_description_ID group by branch_login;
    Page last modified 11:41, 7 Feb 2011 by makriria

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