Submit a ticket My Tickets
Login  Sign up
Open navigation

How to Create a Reporting Role

Pro Trainer
Learning Center
High Volume & Corporate

Within LearnWorlds, you can assign Predefined Roles and you have the option to fashion Custom Roles, a feature accessible in the Learning Center plans or higher. This allows for the establishment of Reporting Managers and Reporters, enabling them to view and export user progress and oversee user grades. The level of permissions granted to each reporting role is contingent upon the assigned settings.

For the reporter role level, custom-created or predefined reporting roles that are available, you can grant access to particular areas of the platform; however, limit the displayed data only to those related to the User Segments and Courses assigned. 

In this article, we will learn about the permissions for the reporting role, how to create a reporting role, and how to assign it to a user.

Reporter Role Permissions

To tailor the access level of the reporting role, you need to specify the permissions. These permissions define what the user assigned to this role can see and do within the reporting section. Some common permissions you might consider include: to View users, Manage User Segments, View user analytics, Export user analytics, Manage the Scheduled reports, View the activity history, Manage/View the Gradebook, Manage/View Certifications and Manage/View the Review Center of the users included in the assigned segment and course.

It is not mandatory to choose a specific course while creating a reporter role. 

The reporter can access the user reports, activities, or exams without accessing any other aspects of your platform. There are two predefined reporting roles; however, creating custom reporting roles with the aforementioned permissions is also feasible.

The predefined reporting roles offered are the following:

  • Segment manager: The Segment Manager reviews the progress and manages the gradebook and certifications of the users of a specific segment assigned to them.
  • Segment reporter: The Segment Reporter reviews the progress of the users of a specific segment assigned to them.

Create a Reporting Role

There are different ways to create a new Reporting role:

1. Navigate to Users User rolesCreate a custom role.

2. Navigate to UsersUser roles hover over a predefined or custom role, and create one based on the specific role. 

Assign a Reporting Role

You can assign a Predefined or Custom Reporting Role when 

  • adding a new user to your school (from the All Users page or User roles Reporters) or
  • by updating an existing user. Navigate to the Users All Users page, hover over the user of your choice, and click on Edit user.

When assigning a reporting role, you need to specify the User segment that they will be able to have access to see the reports. 

You can also add a course that they will be allowed to edit. This means that they will be able to access this course's grades (Gradebook, Certification, Assignment), edit the grades, and see the user data only for the users in the segments that they are assigned. 

You can see a list of your created Reporters by navigating to Users  User roles → Reporters. Hover over the three dots of the reporter role and click on View users.

Simulate the Reporter's Role

You can check the aspects of the platform that the specific reporting role can view without having access to the actual data by hovering over the role on the Manage Roles page and clicking on the Simulate option.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.