ELIS 2.0 Manual

Reporting

Roles & Reports

ELIS provides program administrators a method to manage who can view and schedule reports by the context in which a role is assigned.
ELIS 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 "user set supervisor-type" role that is assigned at the user set context. The supervisor can then filter reports by his/her user sets only.

To create a new role go to the Settings block > Site Administration > Users > Permissions > Define roles. Scroll to the bottom of the page and select the "Create this 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 ACME Corporation user set. The user who is assigned this role will be able to view reports for users in his/her user set. This process can be followed in any ELIS context (program, course, class, track, user set).
1. Program Management > Users > Manage User Sets.
2. Choose name of user set 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 user set role for viewing reports

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

program

1. Course Completion Gas Gauge - user can filter report by courses in assigned program only.

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

3. Sitewide Course Completion Report - user can filter for courses in the assigned program only.

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

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

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

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

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

block/php_report:schedule
program
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, user set, 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 programs" 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, user set, 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, user set, 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

user set

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

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

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

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

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

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

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

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

block/php_report:view

site

1. Programs Report — user can generate report for any or all programs.

2. Course Completion by User Set Report -- user can filter by assigned user set only.

3. Course Completion by User Set Report - user may select any user set or no user sets for this report. If no user set is selected, a report is generated for Course completion data for all user sets, by user set.

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. User Class Completion Report - .

10. Absence Report - .

11. Course Progress Summary Report — user can filter by any or all programs and any or all user sets on site.

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

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

14. Site Usage Summary Report - .

15. Sitewide Time Summary Report - user can filter by name or by any user set 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 Site Usage. 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.