Basics for creating custom reports in the Reporting Engine

1. Navigate to “Reports”
2. Click  the “Reporting Engine” button.
3. Select what you want to report on Tip: Click on the top-level report options to expand and see the other related report options.
4. Select (Add/Remove) the data columns you want to include in your report and reorder the data columns as required, then click “Next.”
5. Select the required Time zone for the report dates and apply the  required Filters for your data, then click “Next.”
6. Preview the report. To edit your report, click “Previous.” To continue, click “Next.”
7. If Scheduling* the report, select the Frequency and Email/Share options, then click Build & Save. Otherwise, click “Download Now” and the “Download” button.
8. See the How can I share an existing Reporting Engine Report section for more details about the Share Report.

NOTE: *For security purposes, links to scheduled reports sent via email expire after 72 hours.

Tip: Be sure that your user profile date format matches the date format of your device to avoid discrepancies in the date format included when you download the report as CSV and view it in Microsoft Excel.

How do I run a custom report on Course Enrolment and Completion data for users?

To report on Course Enrolment and Completion data for users, you need to select the Reporting Engine > Users > Details > Results > Course report option.

Reporting Engine Objects – Summary View

People

Get a list of users, user attributes, and their relevant summary metrics associated with Course Assignments, Completion, Achievements, etc.

Field Groups

• People
• User Custom Fields
• People Metrics

Fields

• # Achievements: Total Number of Achievements associated with the user
• # Badges: Total Number of Badges associated with the user
• # Courses Assigned: Total Number of Active Courses Assigned to the user
• # Courses Completed: Total number of Active courses completed by the user
• # Courses Not Started: Total number of Active courses not started by the user
• % Assigned Courses Complete:
• # Points: Total Number of Points earned by the user
• # Courses Started: Total number of Active courses the user has started (this does not include completed courses)
• # Modules Requiring Marking: Total Number of modules that require marking for the user
• Total Time spent in modules: Total Time the user opened the module
• Is all Courses Complete: Flag to identify if the user has all assigned courses completed
• # Courses Up to Date: # of Courses that have had no content change after the user has completed the course
• People. #of Teams # of teams the user belongs to

Filters

All Users | Select Users| Select Teams (list of users that belong to the team)

ADD FILTER SECTION

People (All People Attributes + Default custom fields)

User Custom Fields (All advanced user custom fields)

People Metrics

– Is all courses complete (Y)

Learning Path

Get a list of learning paths and relevant summary metrics associated.

Field Groups

• Learning Path
• Course
• Course Custom Fields
• Learning Path Metrics
• Learning Path/Course

Fields

• Metrics Include All Users Inactive and Active
• # Courses: Total Number of Courses in the Learning Path
• # Modules: Total Number of Modules in the Learning Path
• # People Not Started: Total number of people who are assigned to the learning path but have not started the Learning Path
• # People Started: Total number of people assigned to the learning path and are in progress but have not completed the Learning path
• # Teams Assigned: Total number of teams that have this learning path assigned
• % People Completed: total number of people who have completed this learning path
• Avg Time Spent

Filters

All Learning Paths | Select Learning Path

ADD FILTER SECTION

Learning Path (Active, Average Rating, Created Date, Expiration Date, In Library, Is Ecommerce, Is Time release enabled, Is Equivalency Enabled, Created by)

Course (Active, Reference Code, Average rating, Has Compliance, Created date, In Library, Created by, Expiration date, Is Ecommerce)

Course Custom Fields (All advanced course custom fields)

Learning Path/Course

– Is Optional

Team

Get a list of all Teams and the relevant summary metrics associated

Field Groups

• Team
• Team Metrics

Fields

• # Courses: Number of Active Courses assigned to the team
• # Learning Paths: Number of Active Learning Paths assigned to the team
• # Child Teams: Number of Child teams
• # People Started Course: # of team users who have at least one course assigned to the team in progress but not yet completed
• # People Started Course: # of team users who have at least one course assigned to the team in progress but not yet completed
• # People Not Started Course: # of team users who have not started any course assigned to the team
• % People Completed All Courses: % of completions across all users and courses assigned to the team (example: if there are 3 users and 3 courses and 3 users have completed one course but not the other 2 courses the % = 3/9 =33%)
• # Points: Total number of points associated with users that belong to the team
• # Badges: Total number of badges associated with users that belong to the team
• Average time spend on Course: Average of Total time spent across all users and courses assigned to the team

Filters

All Teams | Select Teams (List of teams selected)

ADD FILTER SECTION

Team (Created Date, Created By)

Course

Get a list of Courses and relevant summary metrics associated.

Field Groups

• Course
• Course Custom Fields
• Course Metrics

Fields

• # Modules: Total count of modules in the course (this includes inactive modules)
• # Tokens: Total count of tokens associated with the course
• # Topics: Total number of topics and subtopics associated with the course
• # People Assigned: Total number of users (active and inactive) assigned to the course
• # People Completed: Total number of active users that have Completed the course (includes all mandatory modules)
• # People Started: Total number of active users that are in progress on the course but have not completed the course
• # People Not Started: Total number of active users that have not started the course
• % People Completed: % of Active People who have completed the course
• Average Time Spent: Average time spent by all users across the course (Total time spent by each user /Total # of users)

Filters

All Courses | Courses in Learning Path (List of Learning paths) | Select Courses

ADD FILTER SECTION

Course (Active, Reference Code, Average rating, Has Compliance, Created date, In Library, Created by, Expiration date, Is Ecommerce)

Course Custom Fields (All advanced course custom fields)

Reporting Engine Objects – Detail View

User > Learning Path

View learners’ progress on Learning Paths

Field Groups

• People
• User Customer Fields
• Learning Path
• Learning Path Results
• Course
• Course Custom Fields
• Course User Results
• User Learning Path Rating
• Learning Path / Course

Fields

• Learning Path Results % Complete: % of learning path completed by the user
• Learning Path Results # Courses Completed: Number of courses the learner has completed within the learning path
• Learning Path.Average Rating: Average of all user ratings for the learning path
• Course.Average Rating: Average of all user ratings for the course
• People.#of Teams # of teams the user belongs to

Filters

All Users | Select Users| Select Teams (list of users that belong to the team) | All Learning Paths| Specific Learning Paths | Learning Path Assigned Date OR Learning Path Complete Date (Default Last 30 days or User-defined date range: limit to 2 years for each data pull OR for NO LIMIT Select the None Option. If the None option is selected, the immediate download will not be possible, and the report will have to be scheduled)

ADD FILTER SECTION

People (All People Attributes + Default custom fields)

User Custom Fields (All advanced user custom fields)

Learning Path (Active, Average Rating, Created Date, Expiration Date, In Library, Is Ecommerce, Is Time release enabled, Is Equivalency Enabled, Created by)

Learning Path Results

Course (Active, Reference Code, Average rating, Has Compliance, Created date, In Library, Created by, Expiration date, Is Ecommerce)

Course Custom Fields (All advanced course custom fields)

Course User Results (Completed, Date Completed, In Progress, Start Date, Assigned Date, Assignment Type, Overdue, Due Date, Compliant until)

User Learning Path Rating (Rating)

Learning Path/Course (Is Optional)

User > Course

View learners’ progress on Courses

Field Groups

• People
• User Customer Fields
• Course
• Course Custom Fields
• Course User Results
• Course Modules (module-specific attributes within the context of the course)
• Module
• Module User Results
• User Course Rating

Fields

• Course User Results: Percentage: % of course completed by the user
• Course.Average Rating: Average of all user ratings for the course
• People.#of Teams: # of teams the user belongs to

Filters

All Users | Select Users| Select Teams (list of users that belong to the team) | All Courses| Select Courses Course Assigned Date OR Course Complete Date (Default Last 30 days or User-defined date range: limit to 2 years for each data pull OR for NO LIMIT Select the None Option. If the None option is selected, the immediate download will not be possible and the report will have to be scheduled)

ADD FILTER SECTION

People (All People Attributes + Default custom fields)

User Custom Fields (All advanced user custom fields)

Learning Path (Active, Average Rating, Created Date, Expiration Date, In Library, Is Ecommerce, Is Time release enabled, Is Equivalency Enabled, Created by)

Learning Path Results

Course (Active, Reference Code, Average rating, Has Compliance, Created date, In Library, Created by, Expiration date, Is Ecommerce)

Course Custom Fields (All advanced course custom fields)

Course User Results (Completed, Date Completed, In Progress, Start Date, Assigned Date, Assignment Type, Overdue, Due Date, Compliant until)

User Learning Path Rating (Rating)

Learning Path/Course (Is Optional)

User > Assessments

View how learners have answered questions to help identify trends with Assessment.

Field Groups

• People
• User Customer Fields
• Course
• Course Custom Fields
• Course User Results
• Module
• Module User Results
• Question
• Assessment Results
• VideoAssessmentMetrics
• Question Results

Fields

• Course User Results: Percentage: % of course completed by the user
• Course.Average Rating: Average of all user ratings for the course
• People.#of Teams: # of teams the user belongs to

Filters

Select Assessment Module | Select Courses |All Users | Select Users |Select Teams (list of users that belong to the team)

ADD FILTER SECTION

People (All People Attributes + Default custom fields)

User Custom Fields (All advanced user custom fields)

Course (Active, Reference Code, Average rating, Has Compliance, Created date, In Library, Created by, Expiration date, Is Ecommerce)

Course Custom Fields (All advanced course custom fields)

Course User Results (Completed, Date Completed, In Progress, Start Date, Assigned Date, Assignment Type, Overdue, Due Date, Compliant until)

Module (Active)

Module User Results (Completed, Date completed, Marking Required, Start Date)

Assessment Results (Is Latest Attempt)

User > Survey

Retrieve survey answers for all or any survey module

Field Groups

• People
• User Customer Fields
• Course
• Course Custom Fields
• Module
• Module User Results
• Survey Question
• Survey User Results

Fields

• Course.Average Rating: Average of all user ratings for the course
• People.#of Teams: # of teams the user belongs to

Filters

All Users | Select Users |Select Teams (list of users that belong to the team) | Select a Module

ADD FILTER SECTION

People (All People Attributes + Default custom fields)

User Custom Fields (All advanced user custom fields)

Course (Active, Reference Code, Average rating, Has Compliance, Created date, In Library, Created by, Expiration date, Is Ecommerce)

Course Custom Fields (All advanced course custom fields)

Module (Active)

Module User Results (Completed, Date completed, Marking Required, Start Date)

User > SCORM

Retrieve all details, including interaction data, for all users who have taken a SCORM module.

Field Groups

• People
• User Customer Fields
• Course
• Course Custom Fields
• Course User Results
• Module
• Module User Results
• Scorm
• Scorm Activity
• Scorm Activity Results
• Scorm Interaction
• Scorm Interaction Results

Fields

• Course User Results: Percentage: % of course completed by the user
• Course.Average Rating: Average of all user ratings for the course
• People.#of Teams: # of teams the user belongs to

Filters

All Users | Select Users |Select Teams (list of users that belong to the team) | Select a Module

ADD FILTER SECTION

People (All People Attributes + Default custom fields)

User Custom Fields (All advanced user custom fields)

Course (Active, Reference Code, Average rating, Has Compliance, Created date, In Library, Created by, Expiration date, Is Ecommerce)

Course Custom Fields (All advanced course custom fields)

Course User Results (Completed, Date Completed, In Progress, Start Date, Assigned Date, Assignment Type, Overdue, Due Date, Compliant until)

Module (Active)

Module User Results (Completed, Date completed, Marking Required, Start Date)

User > External Learning

View all external learning records associated with learners.

Field Groups

• People
• User Custom Fields
• Extneral Learning

Filters

All Users | Select Users |Select Teams (list of users that belong to the team) | All Types | Select External Learning Types | Date Achieved | Expiration Date

ADD FILTER SECTION

People (All People Attributes + Default custom fields)

User Custom Fields (All advanced user custom fields)

User > Achievement

View all achievements associated with users.

Field Groups

• People
• User Custom Fields
• Achievements
• Learning Path
• Course
• Course Custom Fields

Filters

All Users | Select Users |Select Teams (list of users that belong to the team) | All Courses | Select Courses | All Learning Paths | Select Learning Paths

ADD FILTER SECTION

Team > Learning Path

Listing of all teams, users associated and corresponding course results associated with the users that belong to the team (irrespective of how the Learning path was assigned) Use Assignment type/Assignment name to identify how the user was assigned the course or by which team.

Notes:

• If the Team users do not have any learning paths assigned or completed within the date range selected, no data will be returned for that user.
• If a user does not exist on the Team and the Team has learning paths assigned, this will not list the teams and associated learning paths. Users must be assigned to the Team. However, this will show all user assignments irrespective of completions based on the date selection.
• When we generate the Team -> Details -> Results -> Team Learning Path report, only Learning paths that are assigned through the selected team or individual assignments will be displayed. (Individual assignment is inclusive of all assignments to the user outside of the current teams). This is applicable for both Admin and Team view.

Field Groups

• Team
• People
• User Custom Fields
• Learning Path
• Learning Path Results
• Course
• Course Custom Fields
• Course User Results

Fields

• Learning Path Results.% Complete: % of learning path completed by the user
• Learning Path Results.# Courses Completed: Number of courses the learner has completed within the learning path
• Learning Path.Average Rating: Average of all user ratings for the learning path
• Course.Average Rating: Average of all user ratings for the course
• People.#of Teams # of teams the user belongs to

Filters

All Users | Select Users| Select Teams (list of users that belong to the Team and restrict the data to the specific Team selected)

Learning Path Assigned Date OR Learning Path Complete Date (Default Last 30 days or user-defined date range: limit to 2 years for each data pull OR for NO LIMIT Select the None Option. If the None option is selected, the immediate download will not be possible, and the report will have to be scheduled)

AND ALL Learning Path detail report filters

Team > Course

Listing of all teams, users associated and corresponding course results associated with the users that belong to the team (irrespective of how the course was assigned). Use Assignment type/Assignment name to identify how the user was assigned the course or by which team.

Notes:

• If the Team users do not have any courses assigned or completed within the date range selected, no data will be returned for that user.
• If a user does not exist on the Team and the Team has Courses assigned, this will not list the teams and associated courses. Users must be assigned to the Team. However, this will show all user assignments irrespective of completions based on the date selection.
• When we generate the Team -> Details -> Results -> Team Course report, only courses that are assigned through the selected team or individual assignments will be displayed. (Individual assignment is inclusive of all assignments to the user outside of the current teams). This is applicable for both Admin and Team view.

Field Groups

• Team
• People
• User Custom Fields
• Course
• Course Custom Fields
• Course Modules
• Course User Results
• Module
• Module User Results

Fields

• Course User Results: Percentage: % of course complete by the user
• Course.Average Rating: Average of all user ratings for the course
• People.#of Teams: # of teams the user belongs to

Filters

All Users | Select Users| Select Teams (list of users that belong to the Team and restrict the data to the specific Team selected)

Course Assigned Date OR Course Complete Date (Default Last 30 days or user-defined date range: limit to 2 years for each data pull OR for NO LIMIT Select the None Option. If the None option is selected, the immediate download will not be possible, and the report will have to be scheduled)

AND All Course detail report filters

Course > Categories

View all Categories and associated courses/completions

Field Groups

• Categories
• Category Metrics
• Course
• Course Custom Fields
• Course Metrics

Fields

• Category Metrics: # Courses Assigned: Total count of courses that are assigned within the category
• # Modules: Total count of modules in the course (this includes inactive modules)
• # Tokens: Total count of tokens associated with the course
• # Topics: Total number of topics and subtopics associated with the course
• # People Assigned: Total number of users (active and inactive) assigned to the course
• # People Completed: Total number of active users that have Completed the course (includes all mandatory modules)
• # People Started: Total number of users that are in progress on the course but have not completed the course
• # People Not Started: Total number of users that have not started the course
• % People Completed: % of Active People who have completed the course
• Average Time Spent: Average time spent by all users across the course (Total time spent by each user /Total # of users)

Filters

All Categories | Select Categories |All Courses | Select Courses

ADD FILTER SECTION

Course (Active, Reference Code, Average rating, Has Compliance, Created date, In Library, Created by, Expiration date, Is Ecommerce)

Course Custom Fields (All advanced course custom fields)

Course > Token

View all Tokens, # Available, # Claimed and details on who claimed the tokens

Field Groups

• Token
• Token Metrics
• Course
• Course Custom Fields
• Learning Path
• Team
• People
• User Custom Fields
• User Tokens

Fields

• Token Metrics: # Claimed Total number of activations claimed
• Token Metrics: # Available Total number of activations available

Filters

All Users | Select Users| Select Teams (list of users that belong to the team) | All Tokens |Select Token Type| Select Tokens

ADD FILTER SECTION

People (All People Attributes + Default custom fields)

User Custom Fields (All advanced user custom fields)

Course (Active, Reference Code, Average rating, Has Compliance, Created date, In Library, Created by, Expiration date, Is Ecommerce)

Course Custom Fields (All advanced course custom fields)

Learning Path (Active, Average Rating, Created Date, Expiration Date, In Library, Is Ecommerce, Is Time release enabled, Is Equivalency Enabled, Created by)

Team (Created date, Created by)

ILT > ILT Attendance

Retrieve information for all users on all or any ILT session associated with a module. Includes user level details on learners who are assigned but not registered, learners who have registered, learners who have attended, learners who are waitlisted.

Notes:

• If users are not assigned to the course, you will see sessions without the people fields that have no one assigned to them.
• If users are assigned to the course but have no registration or attendance detail, the entries will be blank for Is registered, Is Waitlisted, Is Attended. If users have registered , the waitlisted will be set to N and attended will be blank if there is no corresponding attendance record
• For multiple Instructors, the report will state “Multiple” but the filters can be applied to pull sessions specific to an instructor
• For multiple Resources, the report will state “Multiple” but the filters can be applied to pull sessions leveraging the specific resource

Field Groups

• People
• User Custom Fields
• Course
• Course Custom Fields
• Module
• Module User Results
• ILT Session
• ILT Session Day
• ILT Registration
• ILT Attendance

Fields

• SESSION LEVEL METRICS
• ILT Session. #Registered Total number of users registered to the session
• ILT Session. #NotRegistered Total number of users not registered to the session but assigned to the course

Filters

All Users | Select Users| Select Teams (list of users that belong to the team) | All Modules | Select Modules | Session Start Date (Default today or User defined date range: limit to 31 days)

ADD FILTER SECTION

People (All People Attributes + Default custom fields)

User Custom Fields (All advanced user custom fields)

Course (Active, Reference Code, Average rating, Has Compliance, Created date, In Library, Created by, Expiration date, Is Ecommerce)

Course Custom Fields (All advanced course custom fields)

Module (Active)

Module User Results (Completed, Date completed, Marking Required, Start Date)

ILT Session (Session Title, Session Type)

ILT Session Day (Instructor name, Location City, Location State, Location Country, Resources)

ILT Session Status

– Users Registered between x and x (numbers) – This shows all the sessions that have the specified number of learners registered

– Is Waitlisted Y/N

– Is Closed Y/N

ILT > Registrations (Session View)

Retrieve information for all sessions that have a start date between a selected date range (max 31 days). Includes Session level information on # Registered, # Attended and user level details on learners who are assigned but not registered, learners who have registered, learners who have attended, learners who are waitlisted.

Notes:

• If users are not assigned to the course, you will see sessions without the people fields that have no one assigned to them.
  If users are assigned to the course but have no registration or attendance detail, the entries will be blank for Is registered, Is Waitlisted, Is Attended. If users have registered , the waitlisted will be set to N and attended will be blank if there is no corresponding attendance record
• For multiple Instructors, the report will state “Multiple” but the filters can be applied to pull sessions specific to an instructor
• For multiple Resources, the report will state “Multiple” but the filters can be applied to pull sessions leveraging the specific resource

Field Groups

• People
• User Custom Fields
• Course
• Course Custom Fields
• Module
• Module User Results
• ILT Session
• ILT Session Day
• ILTRegistration
• ILT Attendance

Fields

• SESSION LEVEL METRICS
• ILT Session. #Registered Total number of users registered to the session
• ILT Session. #NotRegistered Total number of users not registered to the session but assigned to the course

Filters

All Users | Select Users| Select Teams (list of users that belong to the team) | All Courses | Select Courses | Session Start Date (Default today or User defined date range: limit to 31 days)

ADD FILTER SECTION

People (All People Attributes + Default custom fields)

User Custom Fields (All advanced user custom fields)

Course (Active, Reference Code, Average rating, Has Compliance, Created date, In Library, Created by, Expiration date, Is Ecommerce)

Course Custom Fields (All advanced course custom fields)

Module (Active)

Module User Results (Completed, Date completed, Marking Required, Start Date)

ILT Session (Session Title, Session Type)

ILT Session Day (Instructor name, Location City, Location State, Location Country, Resources)

ILT Session Status

– Users Registered between x and x (numbers) – This shows all the sessions that have the specified number of learners registered

– Is Waitlisted Y/N

– Is Closed Y/N

Inactive Training Results > Learning Path

Shows results from inactive Learning Paths and results from people that are inactive or no longer assigned to the content

Field Groups

• Team
• People
• User Custom Fields
• Learning Path
• Learning Path Results
• Course
• Course User Reports
• Learning Path/Course

Fields

• Learning Path Results.% Complete: % of learning path complete by the user
  Learning Path Results.
• # Courses Completed: Number of courses the learner has completed within the learning path
• Learning Path.Average Rating: Average of all user ratings for the learning path
• Course.Average Rating: Average of all user ratings for the course
  People.#of Teams # of teams the user belongs to

Filters

All Users | Select Users| Select Teams (list of users that belong to the team) | All Learning Paths| Specific Learning Paths

Learning Path Assigned Date OR Learning Path Complete Date (Default Last 30 days or User defined date range: limit to 2 years for each data pull OR for NO LIMIT Select the None Option. If the None option is selected the immediate download will not be possible and the report will have to be scheduled)

ADD FILTER SECTION

People (All People Attributes + Default custom fields)

User Custom Fields (All advanced user custom fields)

Learning Path (Active, Average Rating, Created Date, Expiration Date, In Library, Is Ecommerce, Is Time release enabled, Is Equivalency Enabled, Created by)

Learning Path Results

Course (Active, Reference Code, Average rating, Has Compliance, Created date, In Library, Created by, Expiration date, Is Ecommerce)

Course Custom Fields (All advanced course custom fields)

Course User Results (Completed, Date Completed, In Progress, Start Date, Assigned Date, Assignment Type, Overdue, Due Date, Compliant until)

User Learning Path Rating (Rating)

Learning Path/Course (Is Optional)

Inactive Training Results > Courses

Shows results from inactive Courses and results from people that are inactive or no longer assigned to the content

Field Groups

• Team
• People
• User Custom Fields
• Course
• Course Metrics
• Course User Reports
• Module
• Module User Results

Fields

• Course User Results: Percentage: % of course complete by the user
• Course.Average Rating: Average of all user ratings for the course
• People.#of Teams: # of teams the user belongs to

Filters

All Users | Select Users| Select Teams (list of users that belong to the team) | All Courses| Select Courses

Course Assigned Date OR Course Complete Date (Default Last 30 days or User defined date range: limit to 2 years for each data pull OR for NO LIMIT Select the None Option. If the None option is selected the immediate download will not be possible and the report will have to be scheduled)

ADD FILTER SECTION

People (All People Attributes + Default custom fields)

User Custom Fields (All advanced user custom fields)

Learning Path (Active, Average Rating, Created Date, Expiration Date, In Library, Is Ecommerce, Is Time release enabled, Is Equivalency Enabled, Created by)

Learning Path Results

Course (Active, Reference Code, Average rating, Has Compliance, Created date, In Library, Created by, Expiration date, Is Ecommerce)

Course Custom Fields (All advanced course custom fields)

Course User Results (Completed, Date Completed, In Progress, Start Date, Assigned Date, Assignment Type, Overdue, Due Date, Compliant until)

User Learning Path Rating (Rating)

Learning Path/Course (Is Optional)

FAQ

How frequently is the data refreshed in the reporting engine?

The data displayed is now real time in the reporting engine.

I changed the timezone in my user’s profile but I am still getting the report based on the original timezone at the time I initially scheduled the report?

When the report is initially scheduled, it takes the timezone of the person who scheduled the report and does not change the timezone after the report has been scheduled. However, for reports that are scheduled and created after you switch the timezone in the user profile, those reports will uses the new timezone.

I notice date format issues when I open the reporting engine reports in Excel.

Please note that excel is applying automatic conversions on the date. You should import the CSV after opening excel or you could solve for this by making your User Profile’s date format (profile that you are running reports with) match with your device’s date format.

I need to be able to run my reports without any date filter.

Please note that as of November 15th 2019, there is the “None” option available in the mandatory date filters that were applied to the User-> Course, User-> Learning Path and Team-> Course, Team-> Learning Path reports to ensure that you are able to run these reports without the date restriction. However, if the report is run wide open without any filters at all, the immediate download option will not be available, and the report would have to be scheduled. In addition, we are also extending the 365 days to 2 years for those customers that may find that slightly more beneficial if they have a two year reporting use case. Please note this does not apply to the ILT reports.

Is there a limit to the amount of data I can pull from the reporting engine?

No, we do not have a limit on the amount of data that can be pulled from.