ELIS 1.9 Manual

Reporting

Roles & Reports

ELIS 1.9 provides curriculum administrators a method to manage who can view and schedule reports by the context in which a role is assigned.
ELIS 1.9 enables ELIS Administrators to setup roles that give the user the ability to view or view/schedule report data filtered by the context of where the role is assigned. For example, the capability to view reports can be added to a "cluster supervisor-type" role that is assigned at the cluster context. The supervisor can then filter reports by his/her clusters only.

To create a new role go to the Site Administration block > Users > Permissions > Define roles. Scroll to the bottom of the page and select the "Add a new role" button and follow the steps below:
  • Enter a name: View Reports
  • Enter a shortname: viewreports
  • In the Permissions section, scroll to the ELIS Report permissions and allow the permission "View ELIS reports - block/php_report:view".
  • Scroll to the bottom of the page a select the "Add a new role" button.

In the image below, we are assigning the role called "View Reports" in the US Division cluster. The user who is assigned this role will be able to view reports for users in his/her cluster. This process can be followed in any ELIS context (curriculum, course, class, track, cluster).
1. Curriculum Administration > Users > Manage Clusters.
2. Choose name of cluster where the role should be assigned.
3. Select the Roles tab.
4. Select the role (ie, View Reports) that should be assigned.
5. Select user and assign role.

Assigning a role in an ELIS context image.


The following is a table that provides details on a role capability and what that capability will allow in each context.

Role Capability

Context Assigned

Result -- User can view and/or schedule the following reports

block/php_report:view

curriculum

1. Course Completion Gas Gauge—user can filter report by courses in assigned curriculum only.

2. Individual Course Progress Report- user can generate report for self only

3. Site-wide Course Completion Report— user can filter for courses in the assigned curriculum only.

4. Class Completion Gas Gauge - user can filter by courses/classes in the assigned curriculum only.

5. Class Roster Report – user can filter for course/class within assigned curriculum only.

6. Individual User Report — user can generate report for self-only.

7. Course progress Summary Report — user can filter for assigned curriculum only. Choosing "All curriculum or no filter" generates a report for assigned curriculum data only.

8. Course Usage Report — user can filter for assigned curriculum only. Choosing "All curriculum or no filter" generates a report for assigned curriculum data only.

9. New Registrants by Course - user can filter for assigned curriculum only. Choosing "All curriculum" generates a report for assigned curriculum data only.

block/php_report:schedule
curriculum
User can schedule all reports with filters as outlined above, except for the Individual Course Progress Report, Individual User Report, and Course Usage Report. To schedule the "Individual" reports you must be assigned schedule permission in a user, cluster, or site context. The Report Usage Report can not be scheduled.

block/php_report:view

course

1. Course Completion Gas Gauge - user can filter for only assigned course. If “any value” is selected, report is generated for assigned course only.

2. Individual course Progress Report — user can generate report for self only.

3. Sitewide Course Completion Report — user can filter for assigned courses or all courses. When choosing “all” report generates data for for assigned course only.

4. Class Completion report— user can filter for assigned course/class only.

5. Class Roster Report — user can filter for assigned course/class only.

6. Individual User Report - user can generate report for self only.

7. Course Progress Summary Report - user can filter for assigned course only. If "no filtering" or "All curriculum" is selected the reported is generated for assigned course(s) only.

8. New Registrant by Course Report - user can generate this report for assigned course(s) only.

block/php_report:schedule
course
User can schedule all reports with filters as outlined above, except for the Individual Course Progress Report and Individual User Report. To schedule the "Individual" reports you must be assigned schedule permission in a user, cluster, or site context.

block/php_report:view

track

1. Individual Course Progress Report - user can generate report for self only.

2. Class Completion Gas Gauge — user can filter report for class within assigned track only.

3. Class Roster Report — user can filter report for class within assigned track only.

4. Individual User Report — user can generate report for self only.

block/php_report:schedule track
User can schedule all reports with filters as outlined above, except for the Individual Course Progress Report and Individual User Report. To schedule the "Individual" reports you must be assigned schedule permission in a user, cluster, or site context.

block/php_report:view

class

1. Class Completion Gas Gauge — user can filter for assigned class only.

2. Class Roster Report — user can filter for assigned class only.

block/php_report:schedule class
User can schedule all reports with filters as outlined above.

block/php_report:view

cluster

1. Curricula Report — user can filter by assigned cluster or users within assigned cluster. If no filter is used, report generates data for cluster members of assigned cluster only.

2. Course Completion by Cluster Report -- user can filter by assigned cluster only.

3. Individual Course Progress Report — user can filter the report for users in assigned curriculum only.

4. Individual User Report – user can filter the report for users in the assigned curriculum only.

5. New Registrants by Student Report — user can filter by assigned cluster. If no cluster is chosen, the report generates data for users in the assigned cluster only.

6. Non-Starter Report — Running this report generates data for members of the assigned cluster who were not active in the time frame specified.

7. Sitewide Time Summary — user can filter by name of user or by assigned cluster. If no cluster is chosen, data is generated for assigned cluster members only. If a name is entered, only cluster members with that name will appear in report.

8. Sitewide Transcript Report -- user can filter by name of user or by assigned cluster. If no cluster is chosen, data is generated for assigned cluster members only. If a name is entered, only cluster members with that name will appear in report.

block/php_report:schedule cluster
User can schedule all reports with filters as outlined above.

block/php_report:view

site

1. Curricula Report — user can generate report for any or all curricula.

2. Course Completion by Cluster Report -- user can filter by assigned cluster only.

3. Course Completion by Cluster Report - user may select any cluster or no clusters for this report. If no cluster is selected, a report is generated for Course completion data for all clusters, by cluster.

4. Individual Course Progress Report — user can filter for any user on the site.

5. Sitewide Course Completion Report — user can filter for all courses or any one course on the site. All enrolled users on the site are included in the reports.

6. Class Completion Gas Gauge — user can select any course/class on the site.

7. Class Roster Report — user can select any course/class on the site.

8. Individual User Report — user may select any user on the site for this report.

9. Course Progress Summary Report — user can filter by any or all curricula and any or all clusters on site.

10. Course Usage Summary Report — user can filter by any or all curricula on the site.

11. New Registrants by Course Report — user can filter by any or all curricula on the site.

12. New Registrants by Student Report — user can filter for all or one cluster on the site.

13. Non-Starter Report — user can run this report for all users.

14. Sitewide Time Summary Report — user can filter by name or by any cluster on the site.

16. Sitewide Transcript Report — user can filter by name or run the report for all users on the site.

block/php_report:schedule site
User can schedule all reports with filters as outlined above, except for the Course Usage Report. The Report Usage Report can not be scheduled.


To give a user permission to view reports only, is only necessary to set the "block/php_report:view" capability to allow. However, if a user should be able to schedule reports both the "block/php_report:view" and "block/php_report:schedule" capabilities should be set to allow. The "block/php_report: schedule" capability does not function when set to allow without the "view" capability as well.

In the table above the word "assigned" refers to the specific curriculum, course, class, track, or cluster in which the user has been assigned the role which includes the "view" and/or "schedule" capability. The role is assigned via the Roles tab of that curriculum, course, etc.