Creating a Course completion report

Use the report builder to create a course completion report and pull data from across Form LMS.

Create a course completion report

• Go to Reports → Reports and click Create report.
  
  
   
• Name: Enter a name for your report.
• Description: Describe the information the report contains, for example "Who has completed their GDPR training?"
• Reporting area: Select the report type. For this example, choose Course Completion.

• Select columns: Choose the data fields you need in your report. Each column is a separate data field, for example learner name, learner email, course name, enrolment date, enrolment state and completion date.

  • ℹ️ Note: Always select the Completion date and Enrolment state columns together. Withdrawn courses appear as Cancelled under Enrolment state but have a Completion date showing when they were withdrawn.

• Arranging columns: Selected columns appear on the right-hand side of the page. The top of the list is the first column in the report output. Drag and drop columns into your preferred order.
  
• Applying filters: Apply filters to return data for a specific person, course, date range and more.
  • Text filters: For text-based data, select Equals under Filter type to match exact text, or select Contains to match partial text. Enter your filter text in the Value field.
    
    
     
  • Date filters: For date-based data, select Equals to match an exact date, Greater than or Lower than for dates after or before a given date, or Between for a date range. For scheduled reports, use In the last for relative dates, such as completions within the last month. Use the date picker to select your dates, then click Confirm.
    
    
  • Completion type filters: This filter lets you include or exclude data from Form or external sources. This is especially useful when migrating into Form and you need to exclude historical data from a previous LMS.
    
    
  • Enrolment state filters: A definition of enrolment states is provided here. You can filter by these when the enrolment state column is added to the report.
     

• Saving a report
  • Choose one of the following options when saving your report:
    • Save and run: Save and run the report on screen with a single click.
       
    • Save changes: Save changes to your report settings, name or description without running the report again.
       
    • Generate CSV: Generate a CSV file directly. This is useful for verifying your report settings before saving or scheduling.
       
    • Schedule report: Schedule the report directly from the creation page.
      • See Scheduling a report for details.

Your report is now ready. View results on screen or download the CSV export.