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  1. Udemy Business
  2. Reporting and insights
  3. Generating reports

How to generate, schedule, and download data export reports

This article explains how admins can generate, schedule, and download reports to review learner activity and progress.

  • Review answers to frequently asked questions regarding data export reports.
  • Learn how to resolve formatting issues for data export reports in Microsoft Excel.
  • Leadership Academy admins: Learn how to run a High Impact Learning Analytics (HILA) report using the High Impact Learning Dashboard (HILD)

Table of Contents

  • Accessing data export reports
  • Generate a report
  • Schedule a report
  • Cancel your scheduled report
  • Download your report
  • Delete a report

Accessing data export reports

Under Manage --> Insights and Reporting --> Data Export Reports, there are several reports available for admins to download. 

  • Learn more about what dashboards and reporting features are available in your account’s Insights and reporting.

Generate a report

To generate your data export report:

1. Use the filters to choose the users, groups, sections, and timeframe for your report. 

  • Note: The data will be up to date as per the data freshness notice at the top of the page.

data export report filter.png

2. Select a report from one of these tabs:

  • Learning activity
  • Content

data export report tabs.png

3. Scroll to the end of the report list and click:

  • Export to generate your report.
  • Export and Schedule to generate your report and schedule future reports.

Note: To ensure that downloads are successful, we cap the number of records exported at 10 million records. Please choose a suitable filter to avoid reports getting capped. You will be presented with a notification if there is a likelihood of your report getting capped.

records_capped_notification.png

 

Schedule a report

On the Schedule report pop-up:

1. Choose the frequency of your report:

  • Weekly
  • Monthly
  • Every 3 Months
  • Yearly

The export will be generated according to the day or date you schedule it. Examples:

  • If you schedule a weekly report on a Monday, you’ll receive the scheduled export every Monday.
  • If you schedule a monthly report on July 3, you’ll receive the scheduled export on August 3, September 3, and so on.

Export and Schedule image.png

2. Click Export and Schedule.

After you click Export and Schedule, a report will be generated immediately, and you’ll then receive your scheduled exports by email according to the frequency you set.

Note: The scheduled report email will only be sent to the admin who scheduled the report.

Cancel your scheduled report

After you receive your first scheduled report, you’ll be able to cancel future exports. To cancel future exports, click on the link in the scheduled export report email:

Group 1.png

Download your report

Once your report is ready, you’ll receive a confirmation email with a download link. The report will also be listed under the Recently exported reports section of the page.

recently_exported_reports.png

Delete a report

To delete a report you have previously exported:

1. Scroll down the Data Export Reports page to Recent export reports.

2. Click on the trashcan icon beside the report you wish to delete.

3. Confirm you wish to delete the report.

delete_a_report_option_trash_can.png

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Related articles

  • What insights and reporting are available in Udemy Business?
  • How to Generate a Report Using the HILD
  • User activity dashboard: Enterprise Plan
  • How to Resolve Formatting Issues for Data Export Reports in Microsoft Excel
  • What can group admins do?
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Related articles

  • What insights and reporting are available in Udemy Business?
  • How to Generate a Report Using the HILD
  • User activity dashboard: Enterprise Plan
  • How to Resolve Formatting Issues for Data Export Reports in Microsoft Excel
  • What can group admins do?

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