What the Report Builder is for — when you reach beyond the standard reports to build something specific to your org's questions.


The standard reports cover most reporting questions. When they don't — when you need to combine fields the standard reports don't combine, scope to a specific Smart Segment of learners and content, or save a recurring report for repeat use — the Report Builder is the tool.

Measuring learner activity drives tailored training. Standard reports give you the common views; the Report Builder gives you the org-specific views.

For the strategic frame on reporting, see Reporting: Which Report Should I Use?. For the standard reports, see Admin Reports in Continu.


When to Reach for the Report Builder

Standard reports don't combine the fields you need. If you need data from User Engagement and Content Engagement combined, or from Assignment Summary plus Manager Summary, the Report Builder lets you select fields across report types.

You need to save a report for repeat use. Standard reports apply filters at runtime. Saved reports let you build a report once with specific filters and segmentation, then re-run it any time without reconfiguring.

The report is for a specific Smart Segment. Filtering standard reports is a manual step every time. A saved report with built-in Smart Segmentation runs automatically against the right audience.

You need to share a specific view with non-admins. A saved report can be configured to surface a specific set of data — useful for reporting to leadership or stakeholders who shouldn't see the full org-wide data.


Where This Fits

You're here because you want to understand what the Report Builder is for. To build one, see Creating A Saved Report With The Continu Report Builder. For the standard reports that cover most cases, see Admin Reports in Continu.


See Also


Use Report Builder when standard reports don't cover the question, when you need to save the configuration for repeat use, or when scoping to a specific audience.

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