Create a New In-App Report

Create a new In-App report to gain valuable insight about your users content completions, assignments, skills, logins, group membership, and Plan and Pathway usage. When you generate the report, the results download to the Reports tab where they remain for seven days.

In-app report data refreshes daily at approximately 5am UTC.

Permissions may be required to access some pages in Degreed or perform specific tasks. For more information, see Permissions in Degreed.

Required Permission: Manage In-app Reporting and a Degreed role of Admin or Technical Admin

To Create a New In-App Report 

1. In the top right corner of Degreed, click .
2. Select Manage <your organization>.
   
   Degreed Admin opens and the Insights page displays by default.
3. Click the Reporting tab.
   The Reporting page opens and the Reports page displays by default.
4. Click Create new Report.
   The Create new Report button is available if there are no reports currently in the list. If the list includes reports, click the Categories tab.
5. Select a Report Category:
   • Content - View details about content completions, learner engagement, content item details, and more.
   • Assignments - View data about your learners’ assignments, including who assigned them, assignment progress, and more.
   • Skills - View details about the Skill Ratings, Skill Reviews, and skill adds and shares for your organization. 
   • User: View user information such as logins, permissions, points, and user groups.
6. Click View Report next to the report you want to generate.
   The Report Preview page opens.
7.  To add filters to the report, click Filter and add up to five columns. See Filter an In-app Report, for more information.
8. Click the Segment filter and select one or more Segments from the available options.
9. Optionally, click Change Columns to include or exclude specific data fields for the report results.
   Available columns vary based on the report type and category. Not all columns are selected by default, including the HR Data columns.  See the Report Definitions section for details on each report.
10. When you're satisfied with the report preview, click Generate Full Report.
11. Enter a Title for the report. Use the default name, or change the title to something more meaningful. For example, you can append the date range to the title.
12. Click Save this report configuration as a preset in order to generate the same report in the future.
13. Select the File Type:
    • Comma Separated Values:  Creates a .csv file for the report.
    • Excel:  Creates an .xls file for the report.
14. Click Generate.
    A message displays confirming the report is generating.
15. Click Open Downloads to access the report from the Reports page. 
16. Optionally, click Dismiss to close the message.