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Status Reviewed
Categories Reporting
Created by Guest
Created on Nov 30, 2022

Set Department default report views (like organizational defaults for reports)

Changing the report default layout for reports has been very helpful. As we've been growing, we've been finding it becomes necessary to set different views based on the department of our admins. Right now, the only method to do this is to save reports, but there is restricted functionality based on some reports requiring filters that aren't as applicable. I'd love to be able to set a saved report layout as a default view for different departments.

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  • Guest
    Reply
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    Sep 5, 2023

    I like this idea as well. For the past couple of years our organization had one System Admin. who was responsible for creating all the reports, enrollments, etc. This past year we have begun creating Admins for specific areas of our organization. Trying to "skinny down" what these individuals need is challenging.

  • Admin
    Majesty Igwenagu
    Reply
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    Jun 26, 2023

    Hi there,

    This is a very interesting use-case, could you give me examples of this "restricted functionality based on some reports requiring filters that aren't as applicable"?

    2 replies
  • Guest
    Reply
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    Jan 19, 2023

    In line with this, it would also be great to be able to hide inactive courses from the course report. I tried to modify the default layout, adding in that filter, but the inactive courses still appear. As our admins begin to learn about the system, and really start leaning into their admin tools, it is very confusing for them to see all course, active and inactive, in the course report. We have several inactives that were created for historical data tracking purposes only and they appear to be an option to complete - it may lead to searching confusion and or access requests that will amount to nothing, since the courses are inactive.