The Custom Report Builder gives you access to all of your training data in Opus. It allows you to create, customize, and share reports so you can track progress across users, assignments, and check-ins.
\With the Custom Report Builder, you can:
Export the data you need across users, assignments, check-ins, and more
Save reporting views to your dashboard for easy access
Schedule saved reports to be automatically delivered to your inbox
For a quick visual tutorial, watch the video below:
Getting Started with the Custom Report Builder, Step by Step
Step 1: Select a Topic (Outline)
Choose a subject area in Opus. Only one topic can be selected at a time.
Step2: Choose Your Fields
Based on your outline, a list of topic-specific fields will appear.
Click on any field to hide it from the report if you don’t need it (eye symbol).
Reorder fields by dragging them into the order you prefer.
These fields will become the columns of your report.
Step 3: Apply Filters
Filters let you narrow down your report to specific criteria such as time ranges, locations, roles, or accuracy scores. You can apply multiple filters to refine your data.
Example: To view completed assignments :
Select Assignments as your outline
Select Status as your filter, Operator in: Complete
Click Apply
Step 4: Download or Save Your Report
Click Download to export a CSV file to your computer.
Click Save Report to store the report in your dashboard. Saved reports can be named and scheduled for automatic weekly delivery to yourself or other team members.
You can edit any saved report anytime.
For more questions about custom reporting, feel free to reach out to our team by emailing support@opus.so.