Report Definitions

Creating Report Definitions allows you to store varied report filter settings for reports which are generated regularly. You can have certain types of Reports generated and delivered automatically at intervals of your choosing.

The varied Report Definitions may be utilized by other teams. 

You can Define as many different types of Reports as you need. 

Access Reports

  • Navigate to LMS Admin tab > Reports.

Define New Report

The first step in creating a new Report Definition is to have the report filters configured.


To configure filters to properly define your new Report;

  • Ensure the proper Active Team has been selected by using the associated dropdown menu; should more than one Active Team exist.
  • The Reports tab should be the active tab.
  • Choose the specific type of Report you want to create the definition for.
  • Ensure Define New Report is showing in the dropdown menu.
  • Click Continue.

If necessary click on the Filters heading to open this panel and select the settings as you desire when launching the report. After selecting the desired options, proceed to next step.

If necessary, click on the Definitions heading to open this panel.

  • Definition Name: Specify a name for the new Report Definition in the field provided.
  • Definition Owner: (read-only) Information display in this field states the Team that defined and owns this Definition (based on the Active Team). Only an LMS Admin from this Team can Edit or Delete this Definition.
  • Definition Description: Provide a description for your reference to the Definition you are creating.
  • Team View Permissions: Select which Teams can view and run this definition.
  • Click Create to build and save this new definition.

Editing a Definition

Once Definitions have been created, they can be edited.

To Edit a Definition;

  • Select the definition you want to edit from the dropdown list.
  • Click Continue.
  • If necessary, expand the Definitions panel by clicking on the heading.
  • Perform any desired modifications.
  • Click Update to save changes.

Copying a Definition

Once a certain Definition has been created, it can be copied to make it available to other Teams.

To copy a given Report Definition;

  • Select the definition you want to copy from the dropdown list.
  • Click Continue.
  • If necessary, expand the Definitions panel by clicking on the heading.
  • Any two reports cannot have the exact same name. Modify the name.
  • Team View Permissions can be modified to make this Report Definition available to specific Teams.
  • Click Copy to create copy.

Deleting a Definition

To Delete a Report Definition;

  • Select the definition you want to delete from the dropdown list.
  • Click Continue.
  • If necessary, expand the Definitions panel by clicking on the heading.
  • Click Delete.