Skip to main content

Advice and answers from the SkyPrep Team

Search results for:How Do I Use Advanced Reporting
Advanced Reporting
Advanced Reports let you modify the columns shown and lets you use filters to apply conditional logic to tailor the results for your needs… To get started with Advanced Reporting, click on just click on Advanced Reports under Reporting… However, Advanced Reporting allows you to tailor the final report to suit your requirements
Disabling User Logins
Disabling user logins prevents users from being able to log in while maintaining all of their information and course history… If you want to generate a report that hides them, you can use the Advanced Reporting tool to filter out… If you want to generate a report that hides them, you can use the Advanced Reporting tool to filter out
Filtering Basic Reports
While Advanced Reports are built entirely around filtering, you can still use basic filters in the regular reporting suite, as shown here… All you need to do is run a report (some reports, such as Summary of a User do not support filtering
Basic Reporting
If you want to quickly generate a report that doesn't require much customization, the Basic Reporting feature is what you should use… Reporting is a very robust feature that allows you to track multiple parameters about your users and… To begin, click on Reporting then on Report Builder
Studio Reporting
To track your users' progress through the documents, you have several different reporting options available… To access Studio reports, click on Reporting in your navigation bar and select one of the following:… Reporting Wizard: If you want a general overview of your Studio documents, the All Studio Document
Reporting Wizard
To access the feature, click on Reporting Wizard in the Reporting area… SkyPrep's Reporting Wizard feature allows you to tailor reports to meet your needs whether you want spreadsheets
Reporting on Studio Documents
We are currently working to add Studio Document reporting to the standard reporting areas of your platform
How do I create subplatforms?
If you are on the Premium or Enterprise plan and require a subplatform, please contact your account manager.
How Do I Send Recurring Emails With Zapier?
Select Schedule by Zapier as your Trigger (use the search bar to find the option) and choose how frequently… Set up your API Key First, you’ll need to create an API key to use with Zapier… Let’s use the Body field as an example
How do Dynamic Date Filters work?
SkyPrep allows dynamic filters in both the Automatic Enrollments and Reporting areas, such as the example