How do I report on Program data?

Program dashboard

Admins can generate custom reports of program and term data from any of the following views (*visible only if authorization of programs is turned on):

  • Internal
  • Authorized*
  • Unauthorized*
  • Internal Terms
  • Authorized Terms*

 

Admins should navigate to the program dashboard for program reporting to generate reports that are specific to internal programs, authorized programs, or terms separately. 

Click here for more information on Custom Reports.

To generate a custom report…

  1. Click Programs in the main navigation menu
  2. Head to the desired view in the sub navigation menu (Internal, Authorized, Unauthorized, Internal Terms, Authorized Terms)
  3. Search, sort, and/or filter for the desired content
  4. Click the cloud icon with the downward arrow to download a CSV of all data visible on your screen

Report dashboard

From the programs tab, admins can generate custom reports of program data. Admins can create custom reports by altering what’s visible on their screen by adding or removing columns, sorting, and applying desired filters. All data visible on the screen will be downloaded onto one CSV. 

Admins should navigate to the report dashboard for program reporting to generate reports of their entire program portfolio of internal and/or authorized programs. 

To generate a custom report…

  1. Click Reports in the main navigation menu
  2. Click PROGRAMS in the sub navigation menu
  3. Search, sort, and/or filter for the desired content
  4. Click the cloud icon with the downward arrow to download a CSV of all data visible on your screen