This article reviews how to install the reporting managed package (SJ Example Reports) for Skilljar Objects in your Salesforce instance.
- The most recent Salesforce App Integration has been installed in your Salesforce instance and Data is flowing from Skilljar to Salesforce.
- The Skilljar Custom Objects have been edited by a Salesforce Admin to "Allow Reporting".
Estimated Time Spend
Note: Depending on your reporting needs, this task ranges from no setup being required to multiple hours needed to build automated and custom reports.
This managed package includes example reports and report-type templates to help your Salesforce team build out custom reporting in your instance of Salesforce. This should be used as a resource for your Salesforce admin to continue to develop reports based on exactly what is useful for your training and business needs.
This package will report on the objects that are created by the Skilljar Salesforce data integration - more information on these objects can be found here: Salesforce Integration: Custom Objects and their Fields.
Install the Reporting Package
This is an unlisted Managed Package, so your Salesforce admin will need to navigate to the following link in order to download the package and install it into your instance of Salesforce.
We recommend installing this package and granting access to these reports to all users who have access to the Skilljar Custom Objects within your instance of Salesforce.
Note: If you are installing into a sandbox organization you must replace the initial portion of the above link URL with your sandbox or dev domain info (for example. http://test.salesforce.com)
List of Report Types (and their descriptions) included in Managed Package
This table shows the current report types/descriptions that you will be able to use and clone once the managed package is installed. This list will also be able to be seen in the Salesforce Admin Panel Setup> Custom Report types
|Course Details with Lesson Titles Template||Course and Lesson titles and VILT sessions|
|Course Progress Template||Course Progress w/ lesson progress (+student, contact, account, published course lookups)|
|Published Courses w Course Progress Template||Published Courses w Course Progress (+student, contact via Lookup)|
|Published Courses w/wo Course Progress Template||Published Courses w/wo Course Progress (+student, contact via Lookup)|
|Purchases with Enrollments Template||Purchases with Enrollments (+student, offer, published course, contact via lookup)|
List of Reports included in Managed Package
These reports can be cloned if you are looking to create new reports and modify them in order to pull in other fields if you want to add more information to the example reports.
If you want these to be visible to your Salesforce Users - make sure to update the visibility for these reports/folders to ALL.
|Order Report EXAMPLE||
This Example report replicates the Order report from the Skilljar Dashboard including information returned from a payment processor if applicable. Created with "Purchases with Enrollments Template"
|Enrollment Report w/ Percentage EXAMPLE||
This example report replicates the dashboard Enrollments report with the lesson % completion column - Created with the "Published Courses w Course Progress Template"
|Enrollments Analytics EXAMPLE||
Example report which replicates the Analytics > Enrollments table (without % complete) on the Skilljar dashboard. Created with the "Published courses w/wo Course Progress Template"
|Course Analytics EXAMPLE||
Example of Courses with Registrations and Completions. This report Example replicates the Analytics>Enrollments table from the Skilljar Dashboard. Created with the "Course Progress Template" report type
Using This tool to create reports and build new reports
Once the Managed Package has been installed, you should see the reports in your instance of Salesforce and you can create a report with your training data and adjust the fields to suit any needs of your business. If you link your student data to contacts within your Salesforce, it will also be possible to roll up some of these reports to account-level data by using the existing report types.
- Viewing Skilljar Data in Salesforce
- Salesforce Integration: Creating a Custom Report Type
- Salesforce Integration: Creating a New Report
- Editing Salesforce Objects
Additional suggestions for adding other reports using Skilljar Data:
The following suggestions are other report types that your Salesforce admin can build that are not included in this managed package:
- Virtual Instructor Lead Training (VILT) registrations:
This will involve creating a report type to see who has registered for your VILT lessons - Report type should be built using the following Objects in the Report Builder:
This report uses: Courses with Lessons with Vilt Sessions with Vilt Session Registrations (+Student via lookup)
- Joined Report Showing Student Course Completions with Sign-Up Field Data:
This will involve using report types: Students w Course Progress and Students with Sign Up Fields that have been joined and are grouped by Student Name (screenshot has had names removed)