How do I create a new reporting template in the Impact Dashboard?

Reporting templates help you visualize how data is feeding into your reports. You can add activity monitors and assign specific configurations to each reporting template.

How do I create a new reporting template in the Impact Dashboard?

How do I create a new reporting template in the Impact Dashboard?

1. Open Impact Insights

In the Global Navigation, click the Insights dropdown menu. Then click the Impact Insights link.
Open Impact Insights

2. Open Data Management

Click the Configuration dropdown menu. Then click the Data Management link.
Open Data Management

3. Open Reporting Templates

Click the Reporting Template tab.
Open Reporting Templates

4. Create Reporting Template

In the Reporting Templates page, click the Create Template link.
Create Reporting Template

5. Save Reporting Template

Enter a template name and select the User Categories for the template. To make the template the default for the course activity report, click the Make this the default template for the course activity report checkbox. To make the template the default for the tool adoption report, click the Make this the default template for the tool adoption report checkbox. Click the Save button.
Save Reporting Template
This guide covered the steps to create a new reporting template in the Impact Dashboard. Open in App