This past Saturday, September 3, 2011, we rolled out a new feature for all Articulate Online customers: Group Reporting. One of our most requested features, this new addition to Articulate Online means that reporting privileges are no longer restricted to administrators and publishers. Now you can identify anyone as a designated reporting user. All you need to do is change the user’s profile to indicate the groups on which he or she is allowed to report.
This is useful if, for example, you have a manager who needs to run reports on his or her team. Or maybe you’re selling access to your Articulate-powered courses and want to give a customer the ability to report on specific users in your Articulate Online account, but you don’t want the customer to have full administrative or reporting permissions across all groups.
How to set up Group Reporting
Here’s a quick screencast of how the new Group Reporting feature works:
And here are the same steps with screenshots:
- Login to your Articulate Online account as an Admin or Publisher:
- Click the People tab, find the user to whom you want to give reporting permissions, and click the Set reporting permissions link for that user:
- Select the group or groups on which you want the designated user to be able to report, then click Save:
- When the selected user logs in via the User Portal, the user will now have access to a new Reports tab:
- The user can run any report, including custom reports, and will have access to run reports only on the group or groups to which the user has been given permission to report on:
- The user sees reporting details for all users within the selected group:
Enjoy this new feature!