The CSV Generator 2.0 (Beta) is a more flexible way to generate reports. Select a resource (groups, targets, campaigns, etc.) then select which fields to include. After they are added you can filter on any of the selected fields and resources. After selecting fields and filters, you can preview the report to verify the data is shaped correctly. When finished, you can generate and download a CSV file or email the CSV file to multiple addresses. To generate reports navigate to Reports > CSV Generator 2.0.
Select Report Type
Here you can select the resource group to generate the report on.
School - Field data related to specific course and program enrollments or reporting on a students account and enrollment history.
- Course Enrollments - Export enrollment, student and target field data for the selected course(s)
- Program Enrollments - Export enrollment, student and target field data for the selected program(s)
- Students Overview - Export enrollment metrics and target fields for the selected student(s)
Custom - Saved reports will be available for selection here.
After selecting the Report Type, you will be presented with the Fields tab. Here you can select or remove the fields you want to become columns in the CSV report. The fields that are loaded and available are based on the selected Report Type.
Filters allow you to include or exclude data based on conditions that are applied to the selected fields. The results can be filtered based on matching any or all of the filtering conditions. The available Operators are:
|Does not equal
|contains (string/character matching)
|Greater Than or Equal To
|Less Than or Equal To
In this example a group course enrollment report type was selected. Enrollments will be filtered to only include students who are not inactive, were enrolled after 10/04/2023 02:38 PM, and belong to the group 'Testing'.
Preview and Finalize
After setting filters, you will be able to preview the first 10 rows of the CSV to be generated. If the preview is displaying the field data you need, then move to the Finalize step.
On the final step of the report wizard, give the report a name and choose a generation method. You can either generate and download the CSV immediately (this will lock your browser session), or send the CSV to a comma-separated list of email addresses when it is finished generating. Emailing the CSV will not lock your browser session.
After finishing, the settings previously configured will be saved and you can pre-populate the wizard's forms by selecting the saved report under the "Custom" list in the select report step.