How do I create a custom program level (level 3) report?

Also answers:

• Can I create my own program (level 3) report?

The Custom Reports feature allows program level (level 3) Editors, Managers, and Admins to create, save, and edit program-level reports with customized components. 

Five parts of the Program Mapping Report and a new program overview report can be customized. Also, instead of reporting on the full program, you can select multiple courses to report on a subset of courses in the program.

Report components are organized by categories. Read about and select the components you want to add in the Add Report Component panel. You’ll be able to set the order of the components and change component options after the components are added to the custom report.

Step 1: As an Editor or Manager, you can choose from many components to make up your report. Start on the program level (level 3), and click on the Reports icon in the right panel. Then, click on the Custom Report button.

Note: If you don't have editing rights, you will not see this button.

Step 2: If this is your first time creating a custom program report, you will be prompted to name the report and add a description. Those two fields are mandatory in order to create the report. When you are done, click Close Report Description.

The Custom Report panel will save and list any reports you create. If this is not your first time creating a custom report, click on the Create Custom Report button to begin another.

Once closed, you will see that the first component of the report has been created; the Program Overview section. Choose to include tags (default), course credits (default), bundles, C-layers, and activities (choose time format),

Step 3: You could run the report as is, if desired. But there are many different components to choose from! To add more, click on Add Component.

Note: To gather components from a different program, you can easily switch to another by clicking Change Program. Please note that this doesn't combine information from different programs into one report, the components pertain to a single program. 

Step 4: Have fun and get creative with choosing your components! In the left side of the panel, choose between basic information, alignment, activities, outcomes, and learning design components.

One you've selected a category, click Add to select the desired components and then click Add Components.

Scroll through the list of added components to choose more details within each component.

If you accidentally choose a component more than once, you will see Duplicated next to it. Delete components, including duplicates, by clicking the ellipsis (three dots) on the right side, and select Delete.

You can also change the ordering of components by clicking on Move Up or Move Down, or Duplicate them.

When you're ready, choose the desired file type to generate the report. Choosing HTML will open the report in a new tab.

Note: Data-heavy programs could create many pages in a single report, potentially bogging it down. If you have an issue with this, we recommend running the report as an html, and then use the print to PDF option. 

Closing the Custom Report Editor at any time will save your new report to the list. Choose to run any custom report on any program you have editing rights to.

Want to know what other kinds of reports Coursetune has to offer? Check out this article: What kinds of reports are available in Coursetune?

You have the ability to create a custom report for a course, too. For more on that, check out this article:  How do I create a custom course level (level 4) report?