Introduction

Docebo’s New Custom Reports functionality in the New Reports menu allows you as a Superadmin or Power User to create custom reports to view and analyze specific information about courses, users, training material or apps you activated in your platform. With the new experience for custom reports, you can now create, configure, schedule and preview your report using different tabs on the same page, so you can easily come back to the settings configured to change some of them whenever you need it.

It now takes only a few minutes to export your report. Additionally, you can continue to use your platform and your device without any restrictions during the export process, because the process will run in the background. 

You can discover all these new features (and many more) available in the Custom Reports Builder tab in the New Reports menu by reading Creating & Managing New Custom Reports.

We want to ensure that you know exactly what’s going on and how to best transition from the Reports menu to the new reports feature in your learning platform. This document outlines some questions and answers that you may have about Docebo’s New Custom Reports functionality.

Important note for the transition

After the New Custom Reports functionality is released, you can create, view and manage your custom reports benefiting from the new experience and features available in the New Reports menu. The old Reports menu is still available on your platform, and you can use both of these two menus.

Migrating your reports from the old to the new menu

After the release of the New Custom Reports functionality, you may need to copy in the new menu the custom reports you previously created using the old Reports menu, so that you can benefit from the new functionalities and manage your reports from the Custom Reports Builder tab in the new menu.

This is the reason why, as a temporary feature, you can migrate the reports from your old Reports menu to the New Reports menu. You will find this useful functionality for some months after the release of the new reports experience.

First of all, to migrate your reports, reach the New Reports page in the E-Learning section of the Admin Menu, then select the Reports Migration circular arrows icon in the top right corner of the page. In the pop up box that opens, press the Continue button to confirm your action. All of the reports in the old menu (except for the ones with errors in their configuration and the ones that you created before January 1, 2019) will be migrated to the new menu. The configurations of properties, visibility, filters and report fields will be migrated, while the schedules configured for the report won't be migrated. You can run the migration uniquely from the New Reports menu. If you are in the old Reports menu, a warning message informs you that the reports migration functionality is now available, and that you need to reach the new menu to perform this operation. You can simply click on the Go to New Custom Reports button in the warning bar to open the menu and start the migration.

If you have already migrated some of your reports, when you press the Reports Migration icon to run another migration, you are warned that some of your reports have already been migrated, and you can decide if you want to migrate only the reports that have never been migrated, or to migrate all the reports (including those that have already been migrated) by selecting the corresponding option. Then, press Continue to confirm your action.

Keep in mind that, if you migrate a report that you created in the old Reports menu and then you make some changes to the migrated report in the new Reports menu, when you migrate again the report from the old to the new menu, and you select the option to migrate all reports, all of the changes that you made to the report already migrated will be overwritten, and thus lost. Also remember that, if you migrate a report that you created in the old Reports menu and then you make some changes to this report in the old Reports menu, of course you won’t find in the new menu the changes you made after the migration. To see your updates in the new menu, you need to migrate your reports again.

The reports migration operation will only take a few minutes to complete. When it is complete, a pop up window will appear, informing you about the number of custom reports that have been migrated successfully and, if any, about the reports which could not be migrated. In the latter case, you can download the error log to see what went wrong.

Questions & Answers

If I create a custom report using the new menu, can I use APIs to download my data?

Yes, you can use the API integration, both for the old and the new Reports menus. For more information please see Introduction to Docebo APIs.

When I create a custom report in the old menu, will I find the report also in the new menu and vice versa?

No, the old Custom Reports functionality and the New Custom Reports functionality are in two separate menus and are not connected. As a consequence, if you create a report using one of the two menus, you will find your report only in that menu, and not in the other one.

How long will I have two menus to manage reports?

The old menu will be available in your platform until all of the existing functionalities for the custom reports will be migrated to the New Custom Reports. The old menu will be removed only after the completion of the migration activity.

In the new menu, I cannot find one of the custom report types that I used in the old menu. Why?

We are migrating all of the custom report types available in the Custom Reports section of old Reports menu, but we are still working to complete this activity. You can already use the main custom report types in the new menu (99% of the reports used by customers in the platform). You’ll find all of the report types in the New Custom Reports in the next months. For updated information about which types of reports are available in the Custom Reports Builder tab in the New Reports menu, refer to the article on Available Custom Reports Types in the New Custom Reports.

One of my users just completed a course. Will I find data about the course that he just completed in the Users-Courses report right away? 

No, remember that the data extracted and displayed in any type of report (User-Courses, but also all of the other custom report types) is not real-time, but it is updated automatically and periodically. For detailed information about how the data in your reports is updated, please read the Automatic Updates of Data in Your Reports section in Creating & Managing New Custom Reports.

I’m migrating a custom report that I created and then scheduled in the old Reports menu. Will the report’s schedules be migrated?

Your report will be migrated to the New Reports menu (and the properties, visibility, filters and report fields that you configured in the old Reports menu will be migrated), but the schedules configured for the report won’t be migrated. For further information about how to schedule your custom report, refer to the Scheduling a Custom Report section of Creating & Managing New Custom Reports.