Creating new dynamic reports - kmxadmin.onlinelearninghelp.com

Creating and Editing KMx Dynamic Reports

A guide to report templates, column selection, filters, sorting, and saving report changes.

Dynamic Reporting Overview

KMx Dynamic Reports provides templates for general reporting and advanced report development.

Creating a report involves choosing a report type, configuring its columns, and optionally applying filters and sorting options.

Create the Report

Select a report template, provide a title, and configure its columns.

Configure Filters

Optionally apply up to five filters to control which records appear in the report.

Configure Sorting

Optionally select up to five fields to determine the order of report results.

Refresh and Preview to Save

After making changes, click Refresh and then Preview Report to save the updated report configuration.

Important: Preview Report Is Required to Save

Any time you make changes to a Dynamic Report, you must preview the report to save those changes.

When you are finished making changes, click Refresh, then Preview Report.

Part 1: Understanding Dynamic Report Types

Choosing the Correct Report Template

The report template determines the types of information available when building your report.

Choose the template that best matches the information you need to retrieve.

Report Type	Primary Purpose
Certification Assignment Template	Used to assign personnel to a certification based on Member Data and/or enrollment history information.
Enrollment Data	Used to generate reports for specific courses, classes, or other enrollment-related events.
Member Data	Used to generate reports based primarily on member demographic information and other member-related attributes.
Personnel Category Data	Used to generate requirement and assignment completion detail reports based on personnel classifications.
SCORM Data	Used to report the actual SCORM Run-Time Environment variable values generated during the execution of an eLearning program.

Part 2: Creating a Dynamic Report

Open Dynamic Report Administration

From the KMx administration home screen, select Setup.

Under the Site Configuration dropdown menu, select Insert New Dynamic Report.

Select the Report Type

From the dropdown menu, select the type of Dynamic Report you want to create.

Use the report type reference table above to help determine which template is appropriate.

Click Next to continue.

Enter the Report Title and Display Options

Enter a descriptive Report Title that identifies the report's purpose.

Configure the following options:

Display Filter Options: Set to Yes and allow the page to auto-refresh.
Display Wide Report Options: New reports default to five columns. If you need additional columns, set this option to Yes and allow the page to auto-refresh.

KMx report title and display configuration

Automatic Page Refresh

Several configuration dropdowns automatically refresh the page when their values change.

Allow the refresh to finish before selecting the next setting.

Part 3: Adding Columns to Your Report

Two Ways to Select Report Data

You can add columns by selecting a table and field manually, or by using the searchable list of available fields.

Method 1: Select a Table and Field

The first method is to select the database table containing the information you want displayed in the report column.

Select the desired Table. The page will automatically refresh.

After the page refreshes, select the appropriate Field and enter a descriptive Column Title.

KMx report field and column title settings

Column Title Tip

Use a clear column title that describes the information users will see in the report.

Method 2: Search Available Report Fields

Alternatively, use the field search feature at the top of the report configuration page.

This displays a searchable list of fields available for your selected report type.

Use the filter on the Field column to locate the desired data.

Then use the Select column to assign the field to a report column.

KMx searchable field selection and column assignment

Which Method Should You Use?

Use manual table and field selection when you know where the data resides.

Use the searchable field list when you want to locate available data fields more easily.

Add Remaining Columns and Preview

Repeat either column selection method until all required report columns have been configured.

When you are ready to view the report, click Refresh, followed by Preview Report.

Critical: Preview Report Saves Your Changes

Any time you make changes to a Dynamic Report, you must preview the report to save those changes.

Always select Refresh and then Preview Report before leaving the report configuration screen.

Part 4: Configuring Report Filters

About Report Filters

Filters allow you to control which records are included in your Dynamic Report.

KMx supports up to five filters on a report.

Select the Filter Table, Field, and Operator

Once your report columns have been selected, configure any required filters.

Filters are configured similarly to report columns.

Select the appropriate Table.
Select the relevant Field.
Select the Operator that defines how the filter is applied.
Complete any additional filter settings required by the selected operator.

Recommended Filter

When creating learner-focused reports, consider applying a filter that includes only learner-level profiles.

This helps prevent other account types from appearing in reports intended specifically for learners.

Review Common Filter Options

KMx provides different filter combinations depending on the report type and available data fields.

The following screenshot illustrates some commonly used filters.

Examples of commonly used KMx report filters

Configure additional filters as necessary, up to the five-filter limit.

Remember to Preview

After changing the report filters, click Refresh, then Preview Report to save the changes.

Part 5: Configuring Report Sorting

Enable Sorting Options

Locate Display Sorting Options on the report configuration page.

Enable this setting and allow the screen to automatically refresh.

Select Sorting Fields

KMx allows you to select up to five fields to determine the order of your report results.

Choose the sorting fields relevant to your report columns and the order in which the results should appear.

Once your sorting options are configured, click Refresh and then Preview Report to save the changes.

Final Reminder: Refresh and Preview to Save

Whether you are creating a new Dynamic Report or editing an existing one, remember:

Make your desired changes.
Click Refresh.
Click Preview Report.

Preview Report is required to save your changes.

Dynamic Report Configuration Checklist

Before finishing your report, confirm the following:

Report Type Selected - The correct report template was chosen.

Report Title Entered - The report has a clear, descriptive title.

Columns Configured - Required tables, fields, and column titles have been selected.

Filters Reviewed - Appropriate filters have been applied, where needed.

Sorting Reviewed - Sorting fields have been configured, where needed.

Refresh Completed - Refresh was selected after making changes.

Preview Report Completed - The report was previewed to save the changes.

Report Results Reviewed - The preview was checked to confirm that the expected information is displayed.

Dynamic Report Configuration Complete

Once the report columns, filters, and sorting settings have been configured, and the report has been refreshed and previewed, the report configuration is complete.

Any future changes should also be followed by Refresh and Preview Report to save the updated settings.

Article ID: 27, Created: 1/12/2018 at 9:57 AM, Modified: 10/29/2026 at 10:13 AM