Reports
What We’ll Cover…
1.  Why Did We Build This?
2.  Where To Find It
3.  The Reporting Workflow
4.  Common Mistakes & How To Avoid Them
5.  Future Developments
6.  Workshop (See One, Do One.)
Why Did We Build This?
•  Training Providers need to analyse their data
•  Filters were not sufficient
•  Requirement to report on everything in one place
•  A need to share important data amongst the team
Where to Find It
•  Where is it?
•  Who can access it?
•  Use Bookmarks.
The Reporting Workflow
•  Define the right problem
•  Collect the right data
•  Display the right fields
•  Share with the right people
Common Mistakes & How To Avoid Them
•  Rubbish In, Rubbish Out
•  Data Maintenance
•  Selecting the correct starting point (entity)
•  Over Analysis = Paralysis
•  Using Any/All
•  Static Dates
•  Field Name Discrepancies
Future Developments
•  Improve ease of access
•  Enhanced User Experience
•  Export Data to Integrations
•  Homepage Widgets
Workshop: See One, Do One
•  3 Reports every training provider needs
•  Learn How to:
•  Build
•  Save
•  Export
•  Email
Workshop: See One, Do One

Take 5 minutes to note down the reports your organisation needs.

Now let’s set them up.

LITE 2015 - Data and Reporting

  • 1.
  • 2.
    What We’ll Cover… 1. Why Did We Build This? 2.  Where To Find It 3.  The Reporting Workflow 4.  Common Mistakes & How To Avoid Them 5.  Future Developments 6.  Workshop (See One, Do One.)
  • 3.
    Why Did WeBuild This? •  Training Providers need to analyse their data •  Filters were not sufficient •  Requirement to report on everything in one place •  A need to share important data amongst the team
  • 4.
    Where to FindIt •  Where is it? •  Who can access it? •  Use Bookmarks.
  • 5.
    The Reporting Workflow • Define the right problem •  Collect the right data •  Display the right fields •  Share with the right people
  • 6.
    Common Mistakes &How To Avoid Them •  Rubbish In, Rubbish Out •  Data Maintenance •  Selecting the correct starting point (entity) •  Over Analysis = Paralysis •  Using Any/All •  Static Dates •  Field Name Discrepancies
  • 7.
    Future Developments •  Improveease of access •  Enhanced User Experience •  Export Data to Integrations •  Homepage Widgets
  • 8.
    Workshop: See One,Do One •  3 Reports every training provider needs •  Learn How to: •  Build •  Save •  Export •  Email
  • 9.
    Workshop: See One,Do One Take 5 minutes to note down the reports your organisation needs. Now let’s set them up.