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Admin - Reporting - FAQ

Written by Drew Holliday

Updated at August 9th, 2023

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PLAYERLYNC REPORTING - FREQUENTLY ASKED QUESTIONS


PlayerLync Reporting has been reconfigured to provide more flexibility in how your data is presented to you. Saving and sharing reports for use by others in your organization will make retrieving information faster and more accurate. The following are the most common questions we receive regarding Admin Portal Reports. 


Re-sort Columns

Re-sort the columns by clicking on the column title and holding down your mouse, then drag and drop the column in any order you wish.

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Re-sort Data

Re-sort report data by clicking on the column title of the data you want to sort by. Clicking the title again will reverse the sort order.

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Share a report with co-workers

Begin by setting up a report with the columns and time range you are looking for. Next, using the options menu in the top right of the report, select "Save As". You will be presented with some options for your report. Give the report a name then select "Organization Report". As long as your co-workers have permission at that level and to the Reports tab they will be able to view your report in the "Report" drop-down. You can also choose to set this as the default layout to load when launching the report.

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Change the time zone on a report

Scroll to the bottom of the page where you will find the time zone picker. Scroll to select your time zone or use the type-ahead filter at the top of that pop-up to select the desired location.

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Export report data

Once you have run a report and have the desired columns selected, use the export button at the top right corner of the report to have the date consolidated and exported to a CSV file and downloaded by your browser.

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Edit an existing report

Open any of the report types then choose an existing report from the Report drop-down. Next, adjust the report as you wish with columns, groupings, aggregation, etc. Once ready, use the Options menu to select SAVE. The report will now launch every time with the changes made. Remember that if this was an Organization Report that changes made will also be reflected for anyone who has access to the report.

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Group report data by a specific data-point

Begin by selecting the columns and date set for your report. Next, mouse-over the desired column you wish to group by and click the visible menu button. Choose the Group By menu option at the bottom of that list. Your data is now Grouped by that column and will reflect that in the report.

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Add specific courses to the Tracking Report

Begin by opening the Tracking Report. If you are creating a new report, go ahead and alter the view of the report as desired. Using the column selector drop-down to find the courses available for reporting. Course must have already been published to view in this drop-down. If you want to keep the original format of the report in addition to the adjustments you made, select Save As to create a new report. Give the report a name and select your sharing options. Your new report will now display in the Report drop-down at the top of the window.

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faq reporting sort columns new report sort data time zone share report export data tracking report edit report

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