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Report Builder

User generated and embedded reports

To manage Report Builder reports:

  1. Navigate to Site Administration from Administration block
  2. Navigate to Reports and them to Report Builder
  3. Select Manage reports

There are two types of reports:

User generated – reports that are shown when you visit My reports tab. Every new report created will be a User generated report.

Embedded reports – Theses reports are incorporated in pages within Totara like, for example, the My team page. All of these reports are managed be report builder and can be customized to better fit the needs of your organization.

How to create a new report

To add a new report:

  1. Navigate to Course Administration from Administration block
  2. Navigate to Reports and then to Report builder
  3. Select Manage reports
  4. Look for the New report section on the bottom of the page
  5. Fill the Report Name field
  6. Select the Source
  7. Check the Hide in My Reports option if you don’t want this report to be available for now. This can be changed later.
  8. Click Create Report
  1. Go to the Columns tab, there you can add, remove and reorder columns for your new report
  2. Save your changes

How to edit a report

To edit a report:

  1. Navigate to Course Administration from Administration block
  2. Navigate to Reports and then to Report builder
  3. Select Manage reports
  4. Select the report you want to edit
  5. Edit the report
  6. Save changes

How to set access

  1. Navigate to Course Administration from Administration block
  2. Navigate to Reports and then to Report builder
  3. Select Manage reports
  4. Select the report you want to set access
  5. Go to the Access tab
  6. On Restrict access choose between:
    1. All user can view this report – open this report to every user in the system
    2. Only certain users can view the system – this option restrict the access on this report to the users selected in the next option
  7. Select the Roles with permission to view this report and the Context
  8. Click Save changes
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