Advanced Reporting in the ProPortal gives you a powerful, visual way to track your team's learning activity over time. You can create static snapshots or set up recurring reports that refresh automatically, and all reports are downloadable as CSV files.
What can Advanced Reporting do?
- Visualize team activity with charts directly in the ProPortal UI.
- Set custom or preset time ranges for your data.
- Create recurring reports that automatically refresh weekly, monthly, or quarterly.
- Download any report as a CSV file.
- Send recurring report alerts to designated Seat Admin recipients via email.
How do I create a new report?
- Navigate to the Reports page in the ProPortal and click Create New Report.
- Choose your report type: Static or Recurring (see below for details on each).
- Select your time frame.
- Name your report. A suggested title is pre-filled, but you can customize it.
- Save or schedule the report.
What is a Static Report?
A Static Report is a point-in-time snapshot. It does not change after it's generated. You can choose from preset time ranges or define a custom date range. Static reports can be saved for future reference and downloaded or deleted from the Reports page.
- Preset options: Previous Calendar Week, Previous Calendar Month, Previous Calendar Quarter.
- Custom option: Define your own start and end dates.
What is a Recurring Report?
A Recurring Report dynamically refreshes according to the schedule you set. Three out-of-the-box recurring reports are available: Weekly, Monthly, and Quarterly. Recipients on the list will receive an email alert each time the report refreshes with new data.
Note: All recurring reports are sent at 12:00 PM UTC. The Monthly Report, for example, refreshes on the 1st of each month and covers the full prior calendar month. Recipients must be Seat Admins for security purposes.
Where do I view or manage my saved reports?
All saved reports appear on the Reports page. From there, you can view the chart, download the CSV, or delete the report.
What if I need a specific employee's up-to-the-minute activity?
Go directly to that user's individual Activity page in the ProPortal. Advanced Reporting is best for broader team-level analysis, while individual Activity pages show real-time detail.
How do I get a full activity history for my entire organization?
Use the All Activity download on the Reports page instead of the Advanced Reporting engine. This generates a full CSV of all company-wide viewing history.
Note: Have more questions about reports? Email ondemand.support@acilearning.com.