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Max Report Builder: Build by SQL

IntelliBoard's Report Builder, know as Max, allows you, the IntelliBoard Admin (main subscriber), to build reports on your own, on the fly, answering questions to all your LMS questions.

Before you get started... 

  • The Report Builder functionality begins with a Level 7 IntelliBoard subscription; please review access and number of accounts here.
  • The Report Builder functionality feature is only available for Main Subscribers; SubAccounts do not have the ability to use the Report Builder for permission and protection of the LMS server. 
  • The Report Builder is comprised of two options: 1) Build by SQL or 2) Build Visually (Coming Soon!) 

NOTE: Clients utilizing SQL must know how to utilize SQL code. Clients who are uncomfortable with SQL should make reports through LISA, Feature Requests or Build Visually. 

Additional Details on the Build Visually can be found  here. 

Step 1: Build by SQL 

  • After logging on to IntelliBoard with the main subscription email, click Build by SQL. 
  • In the top right corner, click Create SQL Report through Report Builder.

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Step 2: Write Your Report

1: Report Name Name your report!
2: Status  Select "Active" or "Inactive" which makes the report listed in the IntelliBoard Report Listing.  Active Reports will be found under Reports > Extras > SQL Reports  NOTE:  Before the report can display data inside IntelliBoard, the report must also be activated in Moodle.
3: Pagination Enable (blue) or disable (grey) pagination.  See below for additional screenshots for pagination. 
4: Assigned Connections Select which connection(s) for use.
5: SQL Code Write your report! 
6: Filter  Insert filtering, as desired.  See below for additional screenshots for pagination. 
7: Sorting  Instert sorting, as desired.  See below for additional screenshots for pagination. 
8: Save  Save your report!

 

Max__Step_2.png

 

PAGINATION

Max_Pagination.png

FILTER

Max_Filter.png


SORTING 

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Step 3: Activate your Report in Moodle 

NOTE:  Before the report can display data inside IntelliBoard, the report must also be activated in Moodle.

To activate your report in Moodle, follow these steps: 

  • Log on to Moodle as Site Administrator 
  • Ensure your IntelliBoard Subscription Email is listed under Site Administration > Plugins > Local Plugins > IntelliBoard > IntelliBoard; update and save if needed 
  • Go to Site Administration > Plugins > Local Plugins > IntelliBoard > SQL reports to find newly created report. 
  • Click Edit next to newly created report.

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Step 4: Activate your Report in Moodle, cont. 

NOTE:  Before the report can display data inside IntelliBoard, the report must also be activated in Moodle.

After clicking Edit, change drop down to "Activated" and click saveMax__Step_5.png

Step 5: Confirm Activation 

Return to IntelliBoard > Build by SQL to confirm you've saved your report.  You may need to refresh your page or go back to the newly created report and edit it.  Once the report has been activated in the Moodle system, you will see the Activation Date under Assigned Connections. Max_Step_6.png

Step 6: Run Your Report!

Navigate to Reports > Extras > SQL Reports and find and run your report! 

Reports can be editted at any time through the SQL Builder.  For security purposes, each time the code is editted the report will need to be re-activated in Moodle. 

Max_Step_7.png

For additional assistance, please email Support@IntelliBoard.net or click HERE

Have more questions? Submit a request