Instructor- Reports (General Report)
The General Report is a flexible tool that allows you to configure the data entered as part of approved student documentation into valuable reports.
This report is so flexible because it is a pivot grid. This allows users to choose the specific information they want to view and to set up a configuration that can meet diverse needs.
Note: Options and displays mentioned in this article will vary for users depending on their profession and the class associations assigned to their instructor role within Platinum Planner. If Reports are not visible at all, then it is likely that the user does not have permission.
To locate this feature, click the Reports tab in the red toolbar and select General Report from the reports listing.
Contents:
A. Running the Report:
1. Begin by selecting the cohort on which you would like to run the report. This will prompt the different matrix options to populate.
2. If you want to Include Empty Data Columns or Include demo student accounts, check the boxes for those additions.
3. Click on the report matrix you would like to start with. Select A Report Template will prompt the report to run.
(See below for more information on how to customize the report)
4. To export the report, click Export to Excel at the bottom of the report page.
B. Reconfiguring Options:
The general report is unique as it is a pivot grid. This allows the user to customize how the information is organized.
Note: The options shown below will vary depending on which matrix is selected and the profession of the cohort.
Configure Report Button:
Selecting this button allows you to adjust the organization of the grid based on the fields placed in the different areas: Filter Area, Row Area, Column Area, Data Area, and Hidden Fields.
Click on the options and move them to where you want them to display. When you have finished reconfiguring options, click Run Report.
Filter Keys: Fields in the Filter, Row, and Column areas will have keys next to their title. This indicates that the information can be broken down or filtered further. Clicking the key next to the title will allow you to check or uncheck the different options within that field, which updates the report to show or hide related information.
Drag and Drop: To rearrange the display of information, fields can be moved by dragging and dropping them from one location to another, including to different areas.