Reporting: 3. Set Up Of Custom Reports

Setting up a report in DigitalChalk involves a few steps to ensure you get the exact data you need:

1. Choose Report Type:

Select from Users, Registrations, Courses, or Offerings reports.

2. Select Columns:
   • Choose “All available” or “Specific” columns
   • If “Specific,” select the exact data points you want to include
3. Set Delivery Type:
   • Web browser: View the report directly in DigitalChalk
   • Email: Have the report sent to specified email addresses
   • If choosing email, enter recipient addresses, subject, and any additional message
4. Apply Filters:
   • Use enhanced filtering options to narrow down your data
   • Filter by job role, function, department, region, or brand as needed
5. Configure Scheduling (if desired):
   • Choose whether to run the report on-demand or on a schedule
   • If scheduling, set start date and frequency
6. Review and Save:

Double-check all settings and save your report configuration

By carefully setting up your reports, you can ensure that you’re getting the most relevant and actionable data for your needs.