Personalize Reports - Overview - Totara LMS

Click on the Personalize Report button at the top of your report.



1) Alternative Name Rename your report if you wish to make the name more specific for your audience.
2) Custom User Profile Fields & Custom Profile Field Filter Choose Custom User Profile Fields to appear in your reports that have specific learner information, or remove from your report if they are already present. Just click the fields on/off as you wish. These will appear at the bottom of the page.

Selecting a Filter will add a Custom User Profile Field filter to the report.
3) Visible in LMS

Make your report visible in a specific Totara LMS.  You will be able to select which Dashboard (Admin or Instructor) the report should appear.  Note: A viable connection must be established before reports can be added to Totara.

Additionally the main subscription email must be in the LMS system under Site Administration > Plugins > Local Plugins > IntelliBoard > Settings

4) User Filter

User Filter will allow you to remove suspended users (course level) from report the report.

5) Course Filter Option

Select Single or Multiple Courses to choose how many courses you will be able to pick in course filter.

Note: Accounts with more than 5,000 total users will default to single course, but this may be changed.

6) Enable to View Column on on Main Subscriber Report Add or Remove columns from your report by clicking them On/Off.
7) Enable to Restrict SubAccounts/IB users Ability to Personalize Reports

Add or Remove columns from SubAccount/IB user's report by clicking them On/Off.

Once enabled, SubAccounts/IB users will only have the ability to view columns enabled below.

8) Enable to Search Column on Report  Choose a report field to make it Searchable from the Search box.
9) Enable to Freeze Column on Report Choose a report field in order to lock them in place when scrolling.
10) Save Save your changes.
11) Talk with Us Connect with us with additional questions.


For additional assistance, please email or click HERE.



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