Show
1. Setup
Login as admin
Navigate to Users > Accounts > Upload users in site administration
Upload 70795-Users.csv and create all our test users
2. Creating a new report
Navigate to Reports > Report builder > Custom reports in site administration
Press New report
Choose a name, and select Users report source
Press Save
Confirm you are taken to the report editor for your new report
3. Editing report details
Navigate to Reports > Report builder > Custom reports in site administration
Confirm your new report is listed
Use the editable element in the table name column to rename your report
Confirm report is renamed
Press Edit report details icon for your report
Choose a new name and press Save
Confirm you see a message “Report updated” and the report table reloads with new name
4. Editing columns
Navigate to Reports > Report builder > Custom reports in site administration
Click on the name of your report
Confirm you see the default columns: Full name, Username, Email address
4.1 Adding columns
Use the Search element to find the Country column
Confirm only Country column is shown
Press the + button to add the column
Confirm you see the message Added column ‘Country’
Confirm Country column is present in report
Clear the search
Confirm all columns are now visible
Add the City/town column
Confirm you see the message Added column ‘City/town’
Confirm City/town column is present in report
4.2 Moving columns
Drag and drop the Email address column to first position
Confirm you see the message Moved column ‘Email address’
Confirm Email address is now the first column
Press on the Move column ‘Full name’ button (not drag and drop)
Press After “Username” in the Move column ‘Full name’ dialogue
Confirm you see the message Moved column ‘Full name’
Confirm Full name column is after the Username column
4.3 Renaming columns
Press the Rename column ‘City/town’ button
Rename the column to “City”
Confirm column was renamed
4.4 Deleting columns
Press the Delete column ‘Full name’ button
Confirm you see a dialogue asking for confirmation
Press Delete
Confirm you see the message Deleted column ‘Full name’
Confirm Full name column is not present in report
4.5 Preview report
Press Preview button
Confirm you see the following columns in order
Email address
Username
Country
City
Confirm report contains uploaded user details
5 Conditions
Press Edit button to reload editor
Press Settings > Conditions
Confirm you see the default conditions: Full name, Username, Email address
5.1 Adding conditions
Press Select a condition > Country
Confirm you see message Added condition ‘Country’
Confirm country condition is added
5.2 Moving conditions
Drag and drop the Country condition to first position
Confirm you see the message Moved condition ‘Country’
Confirm Country is now the first condition
Press on the Move condition ‘Full name’ button (not drag and drop)
Press After “Username” in the Move condition ‘Full name’ dialogue
Confirm you see the message Moved condition ‘Full name’
Confirm Full name condition is after the Username condition
5.3 Deleting conditions
Press the Delete condition ‘Full name’ button
Confirm you see a dialogue asking for confirmation
Press Delete
Confirm you see the message Deleted condition ‘Full name’
Confirm Full name condition is not present
5.4 Applying conditions
Set the Country condition to Is equal to: Spain
Press Apply
Confirm you see the message Conditions applied
Confirm only those users in Spain are listed
Press Conditions > Reset all
Confirm you see the message Conditions reset
Confirm all users are listed again
Set the Username country to Is not equal to: admin
Press Apply
Confirm you see the message Conditions applied
Confirm admin user is excluded from the report
5.5 Preview report
Press Preview
Confirm admin user is excluded from the report based on applied conditions
6. Filters
Press Edit button to reload editor
Press Settings > Filters
Confirm you see the default filters: Full name, Username, Email address
6.1 Adding filters
Press Select a filter > Country
Confirm you see message Added filter ‘Country’
Confirm country filter is added
6.2 Moving filters
Drag and drop the Country filter to first position
Confirm you see the message Moved filter ‘Country’
Confirm Country is now the first filter
Press on the Move filter ‘Full name’ button (not drag and drop)
Press After “Username” in the Move filter ‘Full name’ dialogue
Confirm you see the message Moved filter ‘Full name’
Confirm Full name filter is after the Username filter
6.3 Renaming filters
Press the Rename column ‘Country’ button
Rename the filter to “Country of residence”
Confirm filter was renamed
6.4 Deleting filters
Press the Delete filter ‘Full name’ button
Confirm you see a dialogue asking for confirmation
Press Delete
Confirm you see the message Deleted filter ‘Full name’
Confirm Full name filter is not present
6.5 Preview report
Press Preview
Press Filters
Confirm you see the set filters: Country of residence, Username, Email address
Set Country of residence filter to Is equal to: Germany
Confirm you see the message Filters applied
Confirm the filters button shows "Filters (1)"
Confirm only those users in Germany are listed
Press Filters > Reset all
Confirm you see the message Filters reset
Confirm the filters button shows "Filters"
Confirm all users are listed in the report regardless of country
7. Sorting
Switch to editing mode
Press Settings > Sorting
7.1 Viewing sortable columns
Confirm all report columns are present in the sort settings: Username, Email address, Country, City
Add Surname column to the report
Confirm the Surname column is added to sort settings
Delete Surname column from report
Confirm the Surname column is removed from sort settings
7.2 Enabling sortable columns
Tick City column
Confirm report is now sorted by City
Tick Username column
Confirm report is now sorted by Username, City
7.3 Moving sortable columns
Drag and drop the City sortable column to first position
Confirm you see the message Updated sorting for column ‘City/town’
Confirm City is now the first sortable column
Confirm the report is now sorted by City, Username
Press on the Move sorting for column ‘Username’ button (not drag and drop)
Press After “Country” in the Move sorting for column ‘Username’ dialogue
Confirm you see the message Updated sorting for column ‘Username’
Confirm Username sortable column is after the Country sortable column
7.4 Setting sortable column direction
Press the Sort column ‘Username’ descending button
Confirm you see the message Updated sorting for column ‘Username’
Confirm report is now sorted by City (Ascending), Username (Descending)
7.5 Preview the report
Press preview
Confirm initial sort is as configured in report
Press the Email address column to sort by email
Confirm report is sorted by email
Press Reset table preferences
Confirm sort is now as configured in report
8. Aggregation
Switch back to editor
Delete the Email address and Username columns (you should be left with Country and City)
Press Aggregate column ‘City/town’
Select Count
Confirm you get counts of user per country
Spain: 31
Germany: 34
United Kingdom: 35
Change aggregation to Count distinct
Confirm you get distinct count of cities per country:
Spain: 3
Germany: 3
United Kingdom: 3
Change aggregation to Comma separated values
Confirm you get values of all cities per country
Spain: Barcelona, Madrid, Benidorm (multiples of each)
Germany: Berlin, Hamburg, Munich (multiple of each)
United Kingdom: Birmingham, Cardiff, London (multiples of each)
Change aggregation to Comma separated distinct values
Confirm you get values of all cities per country
Spain: Barcelona, Madrid, Benidorm (no multiples)
Germany: Berlin, Hamburg, Munich (no multiples)
United Kingdom: Birmingham, Cardiff, London (no multiples)
8.1 Preview report
Press Preview
Confirm aggregated columns are shown as configured
9 View report as a user
Create a new role
No archetype
Shortname: reportviewer
Full name: Report viewer
Contexts where role can be assigned: System
Allowed capabilities:
moodle/site:configview
moodle/reportbuilder:view
Assign this system role to "Alvin Smith (user001)"
Logout
9.1 View report
Login as Alvin (user001:user001)
Navigate to Reports > Report builder > Custom reports in site administration
Confirm you see the report created earlier listed
Click on report name
Confirm you see report as configured by admin