How do I create a custom orders report in Analytics (new)?
As a Canvas Catalog admin, you can search and filter order data to create custom reports in an updated and improved analytics interface in Analytics (new).
Notes:
- The functionality shown in this lesson is for the Analytics (new) interface. Through June 30, 2023, analytics data and reporting continue to display in the old format in the Analytics (original) and Reports pages.
- Reports and Analytics (original) tabs are scheduled for removal on June 30, 2023. If you have automations set up in the old versions, please adjust to the new version by June 30th to ensure a seamless experience.
- Enrollments that are not added to a course through the Catalog enrollment page are not included in catalog analytics.
Open Admin
In the User Menu, click the Admin link.
Open Analytics (new)
In the navigation menu, click the Analytics (new) link.
Search Orders
Click the Orders tab [1].
To search orders, type all or part of a search parameter in the Search field [2].
To search order data using filters, click the Filters button [3].
By default, the creation date filter is set to Past Week. To delete the filter and view all course listings, click the Creation Date icon [4].
Filter Orders
To filter by catalog, click the Catalog drop-down menu and select a catalog to include in the search [1]. Repeat with additional catalogs.
To filter by listing, type all or part of a listing name in the Listing field [2]. Select an option from the drop-down list of possible matches and repeat with additional listings.
To filter by listing status, click the Listing Status drop-down menu [3].
To filter by student, click the Student field [4]. Then, enter all or part of a student name and click the student name in the list [5].
View Additional Filters
To expand the filter window to display enrollments filters, click the Expand Enrollments icon [1].
To filter by an enrollment time frame, click the Enrollment Date drop-down and select a time frame [2]. To use a custom time frame, select the Custom option. Then, type the start and end dates in the From and To fields [3]. Alternatively, to select a date from the calendars, click a calendar icon [4].
To filter by enrollment status, click the Status drop-down menu [5].
To filter by completion date click the Completion Date drop-down and select a time frame [6]. To use a custom time frame, select the Custom option. Then, type the start and end dates in the From and To fields [7]. Alternatively, to select a date from the calendars, click a calendar icon [8].
Apply or Delete Filters
To apply the selected filters, click the Apply button [1].
To save selections without applying and return to the Listings page, click the Cancel button [2].
To delete selections and return to the default settings, click the Reset Defaults button [3].
View Filtered Data
The filtered list appears in the chart [1]. To sort a chart column in alphabetic or numerical order, locate the header for that column and click the Sort selector [2].
All columns in the chart do not display at the same time. To display additional column headers, click the Expand icon [3]. To view additional columns, click and drag the horizontal scrollbar [4].
Summary data for the filtered list displays [5].
To delete a selected filter, click the filter name icon [6].
To search for an item in the filtered list, enter all or part of a search parameter in the Search field [7].
To export a CSV of the report, click the Export CSV button [8]. A link to the CSV file is sent to your Canvas account email address.
Export Filtered Data
To export a CSV of the report, click the Export CSV button. A link to the CSV file is sent to your Canvas account email address.
