Best Practices

Best Practices

• If you want to include all users in the report, we recommend selecting the root branch rather than each individual user, so that when you add new users to the system, you will see them included in the report without the need to add to the selection.
• Create different reports and different schedules according to Power Users' permissions (different reports for Power Users having different permissions, the same report for Power Users sharing the same permissions). This will allow the Power User to view only results specific to the courses, users, catalogues, and locations he/she has been assigned to.
• Let’s consider that you need to protect the sensitive information included in your report. For this reason, you flag the Login required to download the report option in the Report Download Permission from Link in the Properties tab before moving to the Schedule tab to schedule your report and send the report download link to the recipient's email address. Then, let’s consider that you delete sensitive info included in your report and decide to unflag the Login required to download the report option (by removing the flag, everyone who has the link can download the report). Be aware that in this case all the links sent to recipients when the option was flagged still relate to the “old” version of the report (the one including sensitive info). In this way, having removed the flag, all of your report’s recipients will be able to download the report without the need to login to the platform, and, considering that the “old” version of the report contains sensitive info, this situation is obviously not ideal for security reasons. If you really need to unflag the Login required to download the report option, please wait until the old link expires (30 days).
• If you are experiencing malfunctioning of your custom reports and you have an Ad Blocker enabled on your browser, please pause the Ad Blocker for the Docebo platform's page. Note that issues can be caused by the Ad Blocker that you're using.