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Configure how your enrolment management report displays

Configure how your enrolment management report displays on your learning platform

Available for the following Learning plans: Standard, Plus

The Enrolment Management section lets you customise your report page by choosing to have the data shown in a table, calendar, or histogram. You can also customise what columns to include in each of these layouts and then ‌save this view so you can access it again later. Finally, you can share this custom view with others on your learning platform, edit the information if it changes, and delete a record if it is no longer relevant.

Daily activities

Configure your enrolment management display
  1. Click the Your Profile button.
  2. Click the Administrator button.
    Block_1.jpg
  3. Click the Enrolment tab.
  4. Select the   Config button.
    Config_1.jpg
  5. Choose from the following options:
    • Table:
      • Columns:
        • User name.
        • Email.
        • User status.
        • Title.
        • Enrolment ID.
        • LO ID.
        • Type.
        • Duration.
        • Status.
        • Result.
        • Pass.
        • Start date.
        • End date.
        • Expiry date.
        • Submitted date.
        • Marked date.
        • Groups.
        • Parent.
        • Course enrolment ID.
        • Parent course ID.
        • Assessor name.
        • Assessor email.
        • Assessor IDs.
        • Manager IDs.
        • Days ahead/behind.
        • Progress.
        • Due date.
        • Actions.
      • Records per page:
        • 10.
        • 20.
        • 25.
        • 50.
        • 100.
    • Calendar:
      • Start date field:
        • Start date.
        • End date.
        • Expiry date.
        • Submitted date.
        • Marked date.
        • Due date.
      • End date field:
        • None.
        • Start date.
        • End date.
        • Expiry date.
        • Submitted date.
        • Marked date.
        • Due date.
        • Created.
    • Histogram:
      • X-axis field:
        • Start date.
        • End date.
        • Expiry date.
        • Submitted date.
        • Marked date.
        • Due date.
      • Interval:
        • Year.
        • Quarter.
        • Month.
        • Week.
        • Day.
        • Hour.
        • Minute.
        • Second.
      • Group by:
        • User name.
        • Email.
        • User status.
        • Title.
        • Enrolment ID.
        • LO ID.
        • Type.
        • Duration.
        • Status.
        • Result.
        • Pass.
        • Start date.
        • End date.
        • Expiry date.
        • Submitted date.
        • Marked date.
        • Groups.
        • Parent.
        • Course enrolment ID.
        • Parent course ID.
        • Assessor name.
        • Assessor email.
        • Assessor IDs.
        • Manager IDs.
        • Days ahead/behind.
        • Progress.
        • Due date.
        • Actions.
      • Y-axis field:
        • Result.
        • Course enrolment ID.
        • Parent course ID.
        • Days ahead/behind.
        • Progress.
    • Pie chart:
      • Data field:
        • User name.
        • Email.
        • User status.
        • Title.
        • Enrolment ID.
        • LO ID.
        • Type.
        • Duration.
        • Status.
        • Result.
        • Pass.
        • Start date.
        • End date.
        • Expiry date.
        • Submitted date.
        • Marked date.
        • Groups.
        • Parent.
        • Course enrolment ID.
        • Parent course ID.
        • Assessor name.
        • Assessor email.
        • Assessor IDs.
        • Manager IDs.
        • Days ahead/behind.
        • Progress.
        • Due date.
        • Actions.
      • Max result.
    • Bar chart:
      • X-axis field:
        • User name.
        • Email.
        • User status.
        • Title.
        • Enrolment ID.
        • LO ID.
        • Type.
        • Duration.
        • Status.
        • Result.
        • Pass.
        • Start date.
        • End date.
        • Expiry date.
        • Submitted date.
        • Marked date.
        • Groups.
        • Parent.
        • Course enrolment ID.
        • Parent course ID.
        • Assessor name.
        • Assessor email.
        • Assessor IDs.
        • Manager IDs.
        • Days ahead/behind.
        • Progress.
        • Due date.
        • Actions.
      • Group by:
        • None.
        • User name.
        • Email.
        • User status.
        • Title.
        • Enrolment ID.
        • LO ID.
        • Type.
        • Duration.
        • Status.
        • Result.
        • Pass.
        • Start date.
        • End date.
        • Expiry date.
        • Submitted date.
        • Marked date.
        • Groups.
        • Parent.
        • Course enrolment ID.
        • Parent course ID.
        • Assessor name.
        • Assessor email.
        • Assessor IDs.
        • Manager IDs.
        • Days ahead/behind.
        • Progress.
        • Due date.
        • Actions.
      • Y-axis field:
        • Result.
        • Course enrolment ID.
        • Parent course ID.
        • Days ahead/behind.
        • Progress.
    • Stats:
      • Field:
        • Count.
        • Result.
        • Course enrolment ID.
        • Parent Course ID.
        • Days ahead/behind.
        • Progress.
      • Title.
    • Pivot table:
      • Show fields selection.
  6. Click the Apply button.
    Config_2.jpg
Save your configured enrolement management display
  1. Click the Your Profile button.
  2. Click the Administrator button.
    Block_1.jpg
  3. Click the Enrolment tab.
  4. Select the view that needs saving.
  5. Click the   Save As button.
    Config_3.jpg
  6. Complete the following fields:
    • Title.
    • Visibility:
      • Only me.
      • All portal admins.
      • All portal users.
    • Set as default report?
  7. Click the Save button.
    Config_4.jpg
Share your configured enrolment management display
  1. Click the Your Profile button.
  2. Click the Administrator button.
    Block_1.jpg
  3. Click the Enrolment tab.
  4. Select the view that needs sharing.
  5. Click the   button
    Config_5.jpg
  6. Select the Make the Data from this Report Available Through a URL tick box.
  7. Select the URL or click the   button.
  8. Click the Apply button.
    Config_6.jpg

Edit and delete data

Edit the display information details
  1. Click the Your Profile button.
  2. Click the Administrator button.
    Block_1.jpg
  3. Click the Enrolment tab.
  4. Select the view that needs editing.
  5. Click the   Edit button.
    Config_7.jpg
  6. Make the required changes and click the Save button.
    Config_8.jpg
Delete your saved display configuration
  1. Click the Your Profile button.
  2. Click the Administrator button.
    Block_1.jpg
  3. Click the Enrolment tab.
  4. Select the view that needs deleting.
  5. Click the   button.
  6. Click the   Delete button.
    Config_9.jpg
  7. Click the Delete button.
    Config_10.jpg

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