Create custom reports
Instructions
Go to Report Builder › Reports › Custom Reports.
If you have the option, select whether to use reports associated with Learning Programmes or Learning Resources.
Select [Add View] to add a new custom report.

Select Filter fields and Review fields to appear on your new custom report. Select Save and Close when finished.

Select the newly created report to see it in action.

The following is a full description of each field used in the report and details of when it should be used.
NOTE - New fields are added frequently after each release of Open eLMS.
Personal Information
Personal Information |
|
City | This is the city to which the learner belongs - note that the city and country are linked. |
Coach/Trainer/Manager | This is the name of the person(s) to whom this leaner has been assign responsibility for. This is usually a line manager, HR, teacher etc. |
Company | This is the company which the learner works for. Any installation can have several companies (sub divisions, group company names, clients etc.) |
Country | This is the country to which the learner belongs - note that the city and country are linked. |
Date of Birth | The date of birth of the learner |
Department | The department to which the learner is assigned. |
Group | This is a group to which a collection of learners can be assigned. e.g. New Hires, Senior Management Team. Assigning people to groups makes it easier to assign learning across departments at the same time. |
Job Title | This is the learner's job title |
Last login Date | This is the last time the learner used the system. |
Learning Categories | These are the learning categories to which learning resources are assigned e.g. Health and Safety, Leadership etc. |
Learning Resource - Expiration Date | Some learning resources have expiry dates (you can no longer access them after that date). |
Learning Resource - Last updated | This is the last time the learning resource was edited or progressed by the learner. |
Learning Type | This is the type of media (e.g. elearning, Youtube, classroom training etc.) |
Location | This is a selectable location of the learner (note this is not the training location but where the learner normally is located.) |
Prior Attainment | This is a field defined in the Individualised Learner Record (a learner data standard used with apprenticeships). This is a multiple selection from Level 1 to Level 7 and above. |
Report Type | There are two types of report: audit and latest view to select from. Audit shows all incidences of training (useful for a long term record of repeat - or refresher - training.) Latest view shows the last training record for that learner. |
Role | This is the security role of the person in the system - e.g. learner, manager, teacher, admin etc. |
User status | A learner can have a status assigned to them (Not Started, In Progress, Completed). Most learners will be 'In Progress' - managers can manually set learner to completed once they have done all necessary training. A learner is 'Not Started' if they have not done any training yet. |
Teacher responsible for asset | This is the teacher/manager/coach(es) etc who has responsibility for the listed learner. If there is more than one person responsible for the learner, then they will be listed as a separate record in the report. |
Learning Resource Specific FIelds (Open eLMS Basic, Open eLMS for Business, Open eLMS for Education )
Timings and Scores |
|
Active Date Range | This filters the information displayed in any report by the last week, month, year etc. So you can look at data in a defined time window. |
Approval Status | Some learning resources that are no automatically set to complete, will require approval by managers/teachers etc. this enables reports to filter for learning that has been approved or is waiting for approval. |
Date submitted by learner | This is the date the learning resource has been submitted as completed or ready for approval by the learner. This would be typically be used by homework/uploads or classroom courses which require approval. |
Days since last accessed | This is the number of days since the the learning resource was accessed by the learner. This is similar to the 'Last Learning Access Date" but measured in days. |
Due Date | Learning resource - NOT assigned to a learning programme etc.- becomes due a set number of days after it has been assigned to the learner. This time is period defined by the administrator in the System Setup > Timings and is different for different learning resource types. |
Expected Completion Date | Due dates for learning resources are defined only if a learning resource is added to a programme/curriculum, then it becomes due at the end of the learning window (defined by editing the programme) |
Last Learning Access Date | This is the date which the learning resource was last accessed. This is similar to the 'Days since last accessed' parameter but instead displays a date rather than days. |
Learning Resource Start Date | This is the date when the learning resource was first accessed. |
Programme Fields (Open eLMS for Business, Open eLMS for Education Only)
Programme Data |
|
Duration Completed (%) | This is the percentage of the learning programme/curriculum etc. completed by expected time spent (not resources completed). |
Gateway Readiness for Outcomes | For each outcome (or topic) of a learning programme/curriculum managers can state whether the learner is ready to proceed to the next stage. This filters for the readiness of each outcome. |
Gateway Readiness for Programmes | For each learning programme/curriculum assigned to a learner, managers can state whether the learner has completed that programme. |
Planned End Date | This is the scheduled end date for that programme. |
Planned Hours | This is the planned number of hours the learner is expected to spend on the selected learning programme. |
Programme - (Standard, qualification etc.) | This is the name of the learning programme/curriculum. |
Start date | This is the start date of the learning programme. |
Visit Date | This is the date of any visits made to the learner. Visits are any kind of meeting where the manager/teacher etc has a meeting with the learner where progress is discussed and learning reviewed. |
ILR Data |
|
Adult (19+) | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. |
Aim Type | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships.. This is the Higher National Certificate to Higher National Diploma (HNC to HND) Conversion Code |
Apprenticeship financial code | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. The financial details code being recorded. |
Apprenticeship financial record date | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. The financial details record date of recording. |
Apprenticeship financial type | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. The type of financial details being recorded. |
Cost Breakdown Date Range | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. |
Date employment status applies | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. |
Ethnicity | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. |
Exclude from Final Report | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. Checking on this allows you to select this learner to exclude from any ILR Reporting - used to draw down funds from the government. |
Funded | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. Filter to see if funded or not. |
Funding Model | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. Identifies the funding model to be applied when calculating funding for this learning aim. |
Learner Destination and Progression - Outcome collection date | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. Indicates whether the date the learner collected the learning aim |
Learner Destination and Progression - Outcome end date | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. Indicates whether the date the learner achieved the learning aim |
Learner Destination and Progression - Outcome start date | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. Indicates the date the learner started upon the learning aim |
Learning Actual End Date | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. The date that the learner completed the learning activities necessary to achieve the learning aim or the date the learner withdrew from the learning activities, accurate to within a week. |
Learning End - Achievement date | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. The date that the learner completed the learning activities necessary to achieve the learning aim or the date the learner withdrew from the learning activities, accurate to within a week. |
Learning End - Completion status | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. An indication of the degree of completion of the learning activities leading to the learning aim. |
Learning End - Outcome | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. To indicate where a funded employment outcome is gained. |
LLDD and health problem | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. |
LLDD and health problem category | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. |
Original learning start date | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. The date on which the learner first started the learning aim. |
Planned End Date on the ILR | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. The date by which the provider and learner plan to complete the learning related to this learning aim. |
Planned Start Date on the ILR | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. The date by which the provider and learner plan to start the learning related to this learning aim. |
Programme Outcomes | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. Indicates whether the learner achieved the learning aim, achieved partially or had no success. |
Programme type | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. The type of programme which the learner is undertaking. |
Provider specified delivery monitoring A | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. This entity collects data specified by the provider for their own use. |
Provider specified delivery monitoring B | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. This entity collects data specified by the provider for their own use. |
Provider specified delivery monitoring C | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. This entity collects data specified by the provider for their own use. |
Provider specified delivery monitoring D | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. This entity collects data specified by the provider for their own use. |
Sex | This is a field from the Individualised Learner Record - a learner standard commonly used for apprenticeships. |
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