SumTotal Reporting and Analytics

SumTotal Reporting and Analytics Quick Start Guide

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Start learning about your SumTotal product right away! Follow these easy steps to create your own Quick Start experience – from taking free product training, to downloading documentation and launching other activities to enhance your expertise. Click each step to read more about it, or scroll to learn about all aspects of your quick start.

  • Training many administrators in your company? Launch these courses from your own Learn portal! Publish the SCORM files as they are or customize the training for your company using the Articulate Storyline files.
 

Take a Class

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Essentials of Reporting and analytics

You can take the series that’s best for your role, or complete courses a la carte. Register for the training that best describes how you’ll use Advanced Reporting, or scroll down to see individual courses.

End-User Edition

This series introduces end-users to Reporting and Analytics. It covers generating basic reports, including how to find, format, run, save, and export reports.

You’ll learn to run and schedule reports in four e-learning courses: Product Orientation, Running Reports, Scheduling Reports and setting up Dashboards.

  • Duration: 1 Hour 30 Mins
  • FREE
    1. Register for the End-User Series
    2. Launch individual Essentials of Reporting and Analytics e-learning courses

Report Author Edition

Report authors can complete this track, which introduces the application and covers basic report author tasks, including how to create custom reports within the application.

Included are five self-paced e-learning courses: Product Orientation, Running Reports, Scheduling Reports, setting up Dashboards and Working with the Ad Hoc Editor.

  • Duration: 2 Hours 30 Mins
  • FREE
    1. Register for the Report Authors Series
    2. Launch individual Essentials of Reporting and Analytics e-learning courses

Administrator Edition

Report administrators can prepare for their role with this series. It introduces Advanced Reporting and covers basic administrator tasks, including how to secure reporting objects and protective sensitive information.

This curriculum includes six e-learning courses including: Product Orientation, Running Reports, Scheduling Reports, setting up Dashboards, working with the AdHoc Editor and Security.

NOTE: Administrators who will also assume responsibility for creating custom domains (datasets) in Advanced Reporting should register for the Domain Creators Series.

  • Duration: 2 Hours 45 Mins
  • FREE
    1. Register for the Administrator Edition Series
    2. Launch individual Essentials of Reporting and Analytics e-learning courses

Domain Creator Edition

Effective Domain Creators must understand all elements of Advanced Reporting.  This series introduces the application and covers basic and advanced administrator tasks, including custom domain creation. 

It includes seven self-paced e-learning courses including : Product Orientation, Running Reports, Scheduling Reports, setting up Dashboards, working with the AdHoc Editor. Security and Domain Creation Certification. 

  • Duration: 3 Hours 45 Mins
  • FREE
    1. Register for the Domain Creator Edition Series
    2. Launch individual Essentials of Reporting and Analytics e-learning courses

Below is a listing of the individual courses included in the Reporting and Analytics series. Click the Register link to launch specific topic training.

AR Product Orientation

Take control of your reporting needs and make better, faster decisions with SumTotal Reporting & Analytics. In this course, we provide quick overviews of key concepts and functionality to help you get the most out of the product.

  • Duration: 30 Minutes
  • FREE: Register

AR Running Reports
Reporting is the key component of any reporting solution. In this course, we review the fundamentals of reporting including: how to find and run reports, format reports, refine report data, and save and export reports.

  • Duration: 20 Minutes
  • FREE: Register

AR Scheduling Reports
Improve your efficiency. Automate the manual process of generating reports and sending them to users! Learn how to schedule a report, view the list of scheduled jobs, and edit, pause, or remove scheduled reports.

  • Duration: 20 Minutes
  • FREE: Register

AR Working with Ad Hoc Editor

Explore and analyze your data with the Ad Hoc Editor - the interactive designer for creating and editing Ad Hoc views and reports. Learn how to create an Ad Hoc view with the Data Chooser Wizard. Explore the Ad Hoc Editor user interface. Learn how to add fields and measures, create views, and limit view data with filters.

  • Duration: 55 Minutes
  • FREE: Register

AR Security
With Reporting & Analytics, you define the capabilities your users have. In this course, you will learn about the three primary security roles in the product and then how to secure folders and objects by these roles. From there, we describe how Reporting & Analytics restricts access to report data.

  • Duration: 15 Minutes
  • FREE: Register

AR Dashboards
Create appealing, data-rich dashboards that quickly convey trends. Learn how to create dashboards to display several reports in a single, integrated view. Add input controls to limit the data displayed in one or reports, and incorporate custom dashboard elements that point to URLs for other content.

  • Duration: 20 Minutes
  • FREE: Register

AR Domain Creation

This hour long certification covers the workflow for creating Custom Domains in Advanced Reporting. It also introduces you to important Data Model concepts. You must take this course in order to have Domain Creation enabled.

  • Duration: 1 Hour
  • FREE: Register

Read About It

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Use these guides to choose the delivered report that best suits your needs. Topics include accessing Advanced Reporting, running delivered reports, building reports via ad hoc views and domains, and security:

These guides describe the delivered reports available in SumTotal Reporting & Analytics including detailed field and filter information.  The reports in the guides are organized by repository folder just as you would see them in the Reporting & Analytics interface.  Use this reference guide to choose the delivered report that best suits your needs:

The Transition Guide is intended to help customers who have created custom data models (domains) or reports using the Jaspersoft Studio desktop design tool to create custom reports understand the changes in the database to migrate to the new schema following the Winter 2016 release: 

Learn More

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ADVANCED REPORTING ADVANCED ADMINISTRATION: Advanced Administrators need to know more! Check out the in-depth classes below.

  • Office Hours (August 10, 2022) - SumTotal Marketplace Overview Recording
  • Office Hours (Apr 12, 2022) - Planned Changes - Remove Old RM Domains, Backward Compatible Views Recording
  • Office Hours (Dec 17, 2021) - 22.3 Planned Reporting Changes - Removing Backward Compatible Views Recording | Reference
  • Office Hours (Nov 09, 2021) - 22.3 Planned Reporting Changes - Removing Old RM Domains Recording | Reference
  • Office Hours (Aug 26, 2021) - 21.1 SumTotal Power BI Connector Recording
  • Office Hours (Apr 12, 2021) - 21.1 Reporting: How to get large extracts - HSDE Recording | Reference
  • Office Hours (Apr 08, 2021) - 21.1 Reporting Domains, Topics - Data Population Recording | Reference
  • Office Hours (Mar 12, 2021) - 21.1 Advanced Reporting Updates Recording | Reference
  • Office Hours (Feb 26, 2021) - Advanced Reporting Schedules Recording | Reference
  • Office Hours (Feb 12, 2021) - Reports - Jasper 7.5 SumTotal 20.3 Recording | Reference
  • Office Hours (Jan 27, 2021) - Advanced Reporting Ad Hoc Views Recording | Reference
  • Office Hours (Jan 13, 2021) - Advanced Reporting Domains Recording | Reference
  • Office Hours (Dec 4, 2020) - Data Export Recording | Reference
  • Office Hours (Nov 2, 2020) - 20.2 and 20.3 - Reporting Admin Workspace Recording | Reference
  • Office Hours (Oct 21, 2020) - Jaspersoft 7.5 Upgrade Overview Recording | Reference
  • Reporting Solutions & How To Training Recording | Reference
  • Planned Changes to Reporting Removing References for All Synonyms Recording | Reference
  • Planned Changes to Reporting Removing Original RM Domains Recording | Reference
  • Planned Changes to Reporting Backward Compatible Views Recording | Reference
  • Advanced Reporting Preparing for Upcoming Changes Recording | Reference
  • Roles and Permissions between TM/LM/AR (Recording | Q&A)
  • Common Scenarios and Case Studies 17.1
  • Handling Large Data Exports
  • Best Practices for Tracking Continuing Education
  • Report Widgets – Introduction – Limitations - Q&A
  • Report Widgets – Introduction – Limitations - Best Practices
  • New Domains Introduced - Learning
  • Reporting Domain Creation
  • How to Set Up a Custom Domain for Observation Checklists (Recording | Reference)
  • Out of Box Domains and How They Are Populated in AR (Recording | Reference)
  • New Changes in Jasper 6.2–Adhoc Views and Search Results
  • Best Practices on Reports Creation with Jasper Studio (Recording | Q&A)

Jaspersoft

JASPERSOFT PRODUCT TRAINING

Our Jaspersoft community site is a wonderful resource as it has all of our documentation guides available by product version, as well as Q&A submitted from our customers. 

Our previously held Dr. Jasper sessions are available via the TIBCO Jaspersoft YouTube channel. Additionally, the full list of all available sessions is here, and on the community page as well. 

You can also visit our Tech Support's YouTube channel as they continuously post new content.