Tenant reports

If you are using multitenancy and have your site's users divided into tenants, you will probably want to report on each tenant individually. There are multiple ways for Tenant Domain Managers to report on their tenants outlined here.

On new Totara sites Tenant Domain Managers will be able to use report builder by default, but if you have upgraded from an earlier version of Totara you will need to assign the totara/reportbuilder:managereports capability to the Tenant Domain Manager role.

Create tenant-specific reports

As a Tenant Domain Manager of a single tenant you can create a tenant-specific report by following these steps:

1. Click Reports in the top menu bar.
2. Click Create report.
3. Select a report source. Only tenant-aware report sources will be available to select.
4. Click Create and view or Create and edit, then configure the report as required.

This process is slightly different for tenant participants who act as a Tenant Domain Manager for multiple tenants. To create a report for one of your tenants, follow these steps:

1. Log in as a Tenant Domain Manager.
2. In the Administration block, go to [Tenant name] category > Reports.
3. Click Create report.
4. Select a report source. Only tenant-aware report sources will be available to select.
5. Click Create and view or Create and edit, then configure the report as required.

Any tenant-specific reports that have been created using either of these methods will be displayed with a Tenant report label, allowing Site Administrators to easily tell which reports are created in the tenant context.

Create a site-level report for all tenants

As a Site Administrator, you may want to create reports to be used across all of the tenants on your site, instead of requiring Tenant Domain Managers to set up the reports individually.

To create a report to be used in all tenants, follow these steps:

1. Log in as a Site Administrator.
2. Click Reports in the top menu bar.
3. Click Create report and create your report as usual.
4. Select the Content tab.
5. Enable the Show records based on audience, course and workspace visibility restrictions setting, then click Save changes.
6. Select the Access tab.
7. For the Restrict access setting, select Only certain users can view this report (see below).
8. For the Context setting, select Users may have role in any context.
9. For the Roles with permission to view this report setting, select Tenant User Manager and/or Tenant Domain Manager, then click Save changes.

Now any Tenant User Managers or Tenant Domain Managers (depending on which you selected) will be able to view this report for their tenant.