Loyola Support Documentation

How do I create and run a report?

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Go to Statistics.

seelct Statistics from the Tool Menu

Select the Statistics tool from the site Tool Menu.

Select Reports.

select Reports

Select Reports from the Actions Menu.

Select Add.

select Add

Select Add to begin generating a custom report.

Enter a title and description. (Optional)

Enter a title and description

Enter a Title and Description in the respective text fields.

Note: If you plan to save your report, a title is required.

Choose which activity to report on.

select an activity

Use the dropdown menu to configure the type of activity to report. You can choose to report on Visits, Events, Resources, or Presence Time.

Visits

select Visits

Select Visits to report on site visits.

Events

select events and choose tools

Select Events to report on activity (either by tool or by event). Select the desired tools/events in the list of tools displayed. You may also select All to display events for all available tools.

Resources

select Resources, opt to limit to an action type, opt to limit to specific types of resources
  1. Select Resources to report on file/folder activity. This selection can be filtered by the following:
  2. Action: New (file uploaded/folder created), Read (file opened for reading), Revise (file details or contents changed), or Delete (file/folder deleted), OR
  3. Resources: Restricts report to selected files/folders or to files under selected folders.
  4. Check the checkboxes to limit the report parameters to specific folders or files.

Choose a time period to report on.

Choose a time period

This option allows you to configure the time period to report.

  • All: All activity since site creation
  • Last 7 days: Activity from the last 7 days
  • Last 30 days: Activity from the last 30 days
  • Last 365 days: Activity from the last 365 days
  • Custom: Activity from a user-specified date interval

Choose which users to report on.

choose which users to report on

This option allows to configure the users to report on.

  • All: All site users
  • Role: Users with the a user-specified role
  • Group: Users with the a user-specified group
  • Custom: Users selected from the presented list
    Multiple users can be selected pressing the CTRL (for disjoint selection) or ALT (for range selection) keys while clicking with the mouse.
  • None: To report users that don't match all the specified report conditions (e.g., selecting "Visits" + "All" date + "None" will report users that never visited the site)

Choose a report configuration option.

choose which tools to present

This option allows you to configure how the report will be presented. Totals by defines how to group report data (e.g., selecting "User" + "Date" will present a report grouped by user and date). Multiple fields can be selected pressing the CTRL (for disjoint selection) or ALT (for range selection) keys.

Select additional specifications.

limit the number of results and choose a presentation type
  1. Number of results allows you to limit the number of report results
  2. Presentation defines how the report will be presented (table and/or chart)

Select Save Report.

select Save Report

Select Save Report to save this report to your list of custom reports that may be revisited in the future.

Tip: If this is a one-time report that you do not want to save, you may select Generate Report instead to run it without saving.

Select the report title.

select Recent Visits

Select the report title to run and view the report.

View report.

sample custom report showing recent visits to a site

The saved report will display.

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