Reports (previously Results)

The "Reports" section in HCM Deck allows easy generation and analysis of results related to educational objects such as courses, trainings, and programs. With this section, you can track participant progress and obtain detailed data on completed objects.

Table of contents

1. Creating a New Report
2. Viewing Reports
3. Ready-made Reports
4. Exporting Reports and the "Downloads" Tab
5. Dynamic Values
6. FAQ

Creating a New Report

To create a new report, go to the "Reports" section (Menu: Analytics > Results) and click the "Create Report" button. A form will open allowing you to configure a new report.

Step 1: Select Report Type

Choose one of the two available report types:

• Standard view: a classic report with data.
• Recurring report: a report generated at specific time intervals.

Step 2: Set Accessibility

Decide who can view the report:

• Only me: the report is visible only to you.
• For everyone: the report is visible to all users.
• For selected groups: the report is available only to selected user groups.

Step 3: Report Name and Description

Give the report a name and description to make it easier to recognize and understand its purpose later.

Step 4: Select Fields to Display

Select the fields to be included in the report, such as Object Name, Object Status, Completion Date, and others.

Step 5: Filters and Additional Settings

Add filters to include only specific data in the report (e.g., courses completed within a certain period). You can also set grouping and sorting options to tailor the report to your needs.

Once the report is configured, click "Create." The report will be created, and you can view it as a table.

Viewing Reports

In the "All" tab, you will find a list of all previously generated reports available to you. You can view them by clicking on the name of the report you're interested in. Reports are displayed in table form, making it easier to analyze them.

Live Filtering of Reports

To adjust the data in the report according to your needs, you can use the live filtering function. Filters applied directly to the report are visible only to you, not to other users who have access to the report. The filters will be saved and applied until they are removed.

How to Add a Filter?

Click the "Filters" button and select which data you want to display in the report. After applying the filters, the report will automatically update to show only the results that match the selected criteria.

Ready-made Reports

The "Ready-made Reports" tab contains predefined reports that were previously available under the Analytics > Reports tab. You can download them and further process them, making it easier to obtain the data you need. Each report in this section is described and includes a preview of sample data, making it easier to choose the right report for further analysis.

To download a report, simply click the "Generate Report" button next to the report you're interested in. After generating, the report will download automatically.

Exporting Reports and the "Downloads" Tab

After clicking the "Export" button in a selected report, its generation will begin in the background. The file will be available in the "Downloads" tab. The generation process runs in the background, so you can continue working in the system.

In the "Downloads" tab, you will find reports that were exported in the past 30 days.

Dynamic Values

When configuring a report, you can use dynamic values for selected fields as part of filter settings. Fields with dynamic values are particularly useful when, for example, when creating reports for employees, and you want them to only see data relevant to themselves or their direct reports.

How Does It Work?

Dynamic values apply when opening the report, not when creating it (i.e., the dynamic value is applied to the person opening the report, not the one who created it).

For example, if you add the "Login" field to the filters, choose the "equals" operator, and select the dynamic value for the user’s login (dynamic values are found under the magic wand icon), then:

• when the user with the login a.kowalski opens the report, they will see data filtered by the login a.kowalski
• when the user with the login m.piotrowska opens the report, they will see data filtered by the login m.piotrowska and similarly for every other user.

FAQ

Is there a file size limit for downloaded files?

No, however, the file will generate for a maximum of one hour. After this time, the generation will end, and only the data that was generated during that hour will be visible in the file. Additionally, XLSX files have a row limit (about 1 million rows), which we cannot influence.

Are filters applied directly to the report visible to other users?

No, they are visible only to the person who applied them.

Can I edit "old views" using the new section layout?

No, this is not possible. We recommend creating a new report based on the existing "old" views.