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Once you’ve created a report, Mapademics provides powerful options to share your insights, preserve your configurations, and even take action on your findings. This guide walks you through saving reports, embedding them in external websites, exporting data, and creating new programs or credentials based on your analysis.

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Accessing Report Operations

All post-creation operations are accessed through the Report Menu, located in the top-left corner of the Report Designer header. Click the three-dot menu icon to see available operations. The Report Menu is organized into two sections:
  • Reports - Operations for creating and opening reports
  • Active Report - Operations for the currently displayed report (save, duplicate, delete, export, and create entities)
The Report Menu is always accessible, whether you’re building a new report or viewing a saved one. Keep an eye on the file icon next to your report name—it shows a green indicator when all changes are saved and red when there are unsaved changes.

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Editing Report Names

Before diving into operations, it’s helpful to know that you can rename your report anytime by clicking directly on the report name in the header. How to rename a report:
  1. Click on the report name in the header (defaults to “Untitled Report” for new reports)
  2. The name becomes editable with a text input field
  3. Type your new name
  4. Press Enter to confirm or click the green checkmark button
  5. Press Escape or click the X button to cancel changes
The report name is purely for your organization—use descriptive names that help you identify the report’s purpose at a glance, such as “CS Program Career Pathways” or “Fall 2024 Skills Gap Analysis.”
Report names are private to your organization. Choose names that make sense to your team without worrying about external visibility.

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Saving Reports

Saving a report preserves your entire configuration—report type, data selections, and display settings—so you can regenerate it later with updated data or share the configuration with colleagues.

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How to Save a Report

For a new report (never saved before):
  1. Click the Report Menu (three-dot icon) in the header
  2. Select Save from the Active Report section
  3. The system creates a new saved report with your current configuration
  4. A success notification confirms the save: “Your report has been saved”
For an existing report (updating):
  1. Make your changes to selections or display settings
  2. Click the Report Menu and select Save
  3. The system updates the existing saved report with your current configuration
  4. A success notification confirms the update
The file icon next to your report name shows whether you have unsaved changes. Green means everything is saved; red means you have unsaved changes. You can also hover over the icon to see a tooltip confirming the status.

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What Gets Saved

When you save a report, the system preserves:
  • Report name - The custom name you’ve assigned
  • Report type - Which of the four report types you selected
  • Data selections - All selected courses, jobs, and/or skills
  • Display settings - Labor market region, view options, grouping preferences
  • Configuration state - The complete report configuration as JSON
The system does not save the actual report data—instead, it saves your configuration so the report regenerates with fresh data each time you open it. This ensures you’re always working with the latest curriculum, labor market, and skills information.
Because saved reports regenerate with live data, they automatically reflect updates like new course sections, revised syllabi, or refreshed labor market statistics without any manual intervention.

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Best Practices for Saving Reports

Save early, save often: Don’t wait until your report is perfect. Save it as soon as you have a basic configuration, then continue refining. Use descriptive names: Choose names that indicate the report’s purpose and timeframe, like “Nursing Program LMI Data - Spring 2024” or “Business Courses Skills Gap Analysis.” Save variants: If you want to experiment with different display settings or data selections, duplicate the report first (see below) so you have both versions. Regular updates: If you use a report regularly for meetings or presentations, open it before each use to ensure you’re working with the latest data, then save any configuration changes you make.

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Opening Saved Reports

To access your saved reports, click the Saved Reports button in the top-right corner of the Report Designer (it has a file icon and says “Saved Reports”). This opens a side panel showing all your saved reports.

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The Saved Reports Panel

The Saved Reports sheet slides in from the right side of the screen and displays all your saved reports as cards. Each card shows:
  • Report type icon - Visual indicator of the report type
  • Report name - The custom name you assigned
  • Last updated time - How long ago the report was last saved (e.g., “2 hours ago”)
  • Three-dot menu - Quick access to duplicate and delete operations
  • Blue border - The currently active report is highlighted with a blue border
To open a saved report:
  1. Click anywhere on the report card (except the three-dot menu)
  2. The system loads the report configuration
  3. The report regenerates with current data
  4. The panel closes, showing your report in the preview area
You can keep the Saved Reports panel open while working on a report by dragging it to the side. This makes it easy to compare different saved reports by quickly switching between them.

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Duplicating Reports

Duplicating a report creates an exact copy, which is perfect for creating variations or preserving a working configuration before making experimental changes. How to duplicate a report:
  1. Make sure the report you want to duplicate is the active report (shown in the header)
  2. Click the Report Menu (three-dot icon)
  3. Select Duplicate from the Active Report section
  4. The system creates a copy with the name “[Original Name] (Copy)”
  5. The duplicated report automatically becomes your active report
  6. A success notification confirms: “Your report has been duplicated”
Alternatively, you can duplicate any saved report directly from the Saved Reports panel:
  1. Open the Saved Reports panel
  2. Click the three-dot menu on the report card you want to duplicate
  3. Select Duplicate
  4. The new copy loads as your active report

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When to Duplicate Reports

Creating variations: You have a working “Business Program Career Pathways” report and want to create a similar “Business Program - Management Track” version with different course selections. Testing display options: Duplicate before experimenting with different view settings so you can easily return to the original if the experiment doesn’t work out. Time-based snapshots: Create “Q1 2024,” “Q2 2024” versions by duplicating and updating the name to preserve quarterly configurations. Template creation: Build a “template” report with standard display settings, then duplicate and customize the data selections for different use cases.
Duplicating is instantaneous and doesn’t count against any storage limits. Don’t hesitate to create multiple variants of a report for different audiences or purposes.

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Deleting Reports

Deleting a report permanently removes it from your saved reports list. This operation cannot be undone, so use it carefully. How to delete a report:
  1. Make sure the report you want to delete is the active report
  2. Click the Report Menu (three-dot icon)
  3. Select Delete from the Active Report section (shown in red text)
  4. Confirm the deletion in the dialog that appears
  5. The report is permanently removed
  6. The system returns you to “Untitled Report” state
  7. A success notification confirms: “Your report has been deleted”
Alternatively, you can delete from the Saved Reports panel:
  1. Open the Saved Reports panel
  2. Click the three-dot menu on the report card you want to delete
  3. Select Delete (shown in red text)
  4. Confirm the deletion
Deleting a report is permanent and cannot be undone. Make sure you really want to remove the report before confirming. Consider duplicating the report first if you’re unsure—you can always delete the duplicate later.

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When to Delete Reports

Obsolete configurations: You’ve created a newer, better version of a report and no longer need the old configuration. One-off analyses: You created a report for a specific meeting or presentation and don’t need to regenerate it. Testing cleanup: You created experimental reports while learning the system and want to clean up your saved reports list. Organization maintenance: Periodically reviewing and removing outdated saved reports keeps your list manageable and relevant.

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Exporting to Excel

Exporting transforms your report into a structured Excel spreadsheet that you can download, share with stakeholders who don’t have system access, or use for further analysis.

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How to Export a Report

  1. Create and configure your report with all desired data selections
  2. Click the Report Menu (three-dot icon)
  3. Select Export from the Active Report section
  4. The system generates the Excel file (this may take a few seconds for large reports)
  5. An “Exporting…” status appears while processing
  6. The file automatically downloads to your computer’s download folder
  7. Open the file in Excel, Google Sheets, or your preferred spreadsheet application
The Export option is only enabled when your report has valid data selections. If Export appears grayed out, return to the Configuration Sheet and ensure you’ve selected all required data for your report type.

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What Gets Exported

The Excel export includes:
  • Report metadata - Report name, type, and generation date
  • Structured data tables - All report data in organized, ready-to-analyze format
  • Multiple sheets - Complex reports split across multiple Excel sheets for clarity
  • Formatted tables - Professional formatting with headers, borders, and appropriate column widths
  • Raw data - Unfiltered data suitable for pivoting, charting, or advanced analysis
The export format is designed for both immediate presentation and further manipulation—you can use it as-is in meetings or as the foundation for custom charts and analyses.

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Use Cases for Excel Exports

Executive presentations: Export data for incorporation into board decks, strategic planning documents, or funding proposals. Stakeholder sharing: Provide data to external partners, employers, or accreditation bodies who don’t have Mapademics access. Further analysis: Use Excel’s pivot tables, formulas, and charting tools to create custom visualizations not available in the standard report types. Archival purposes: Save snapshots of your curriculum-job alignment at specific points in time for longitudinal analysis or accreditation documentation. Offline work: Download reports before traveling or attending meetings where internet access may be limited. Collaboration: Share Excel files via email or shared drives with colleagues who need to review or annotate the data.
For regular reporting needs, consider setting up a routine where you export and archive quarterly snapshots. This creates a historical record of how your curriculum-job alignment evolves over time.

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Embedding Reports

Embedding allows you to display live, interactive reports on external websites, such as your institutional website, learning management system, or public-facing program pages. Embedded reports update automatically as your curriculum data changes.

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Switching to Embed Mode

The Report Designer has two modes: Report mode (for building reports) and Embed mode (for generating embed codes and previewing how your report will appear on external sites). How to switch to Embed mode:
  1. Look for the mode switcher in the top-right corner of the Report Designer header
  2. Click the toggle to switch from “Report” to “Embed”
  3. The preview area transforms to show embed configuration options and an iframe preview
  4. Configure your embed settings (theming and sharing options)
  5. Switch back to “Report” mode anytime to continue editing your report configuration
You must save your report before it can be embedded. Unsaved reports don’t generate valid embed codes. If you try to embed an unsaved report, save it first using the Report Menu.

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Configuring Embed Appearance

In Embed mode, you have two main configuration options available through buttons above the preview area: Theming and Share.

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Theming Options

Click the Theming button (palette icon) to customize how your embedded report appears: Title: Change the header title that appears at the top of the embedded widget. This doesn’t change your saved report name—it only affects what displays in the embed. Header Start Color: Choose the gradient starting color for the header background. Header End Color: Choose the gradient ending color for the header background (creates a gradient effect with the start color). Text Color: Choose the color for header text to ensure readability against your chosen background colors. Each color field provides:
  • A color picker for visual selection
  • A text input to enter specific hex color codes (e.g., #4F46E5)
  • Live preview showing your changes immediately
Best practices for theming:
  • Match your institution’s brand colors for seamless integration
  • Ensure sufficient contrast between header background and text for accessibility
  • Preview your embed on the actual destination website to verify it looks good in context
  • Keep branding subtle—let the data be the focus

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Getting Embed Codes

Click the Share button (share icon) to access all the codes and URLs you need for embedding: 1. Embed URL The direct URL to your embedded report. Use this for simple linking or as the source for your iframe.
  • Click Copy URL to copy to your clipboard
  • Use this URL in your iframe’s src attribute
  • Share this URL directly for full-page report viewing
2. HTML Embed Code Complete iframe code ready to paste into your website’s HTML.
  • Click Copy Code to copy the entire iframe tag
  • Paste directly into your website’s HTML editor
  • The code includes width, height, and source URL all configured correctly
Example iframe code: 
<iframe
  src="https://app.mapademics.com/widget/embed?id=rpt_abc123&config=..."
  width="100%"
  height="800px"
  frameborder="0">
</iframe>
3. Widget Height The calculated height of your report in pixels, useful for fixed-height iframe configurations.
  • Click Copy Height to copy just the pixel value
  • Use this when you need to specify exact iframe dimensions
  • Height is dynamically calculated based on your report’s content
4. Auto Resize Code Snippet JavaScript code snippet that automatically adjusts the iframe height as the report content changes (useful for responsive designs).
  • Click Copy Code to copy the entire script
  • Add this script to your web page below the iframe
  • The iframe will automatically resize to fit its content without scrollbars
For the best user experience, use the auto resize code snippet. It ensures your embedded report always displays completely without scroll bars, regardless of screen size or report complexity.

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Where to Embed Reports

Embedded reports work in any environment that supports iframes: Institutional websites: Add reports to program pages, departmental sites, or career services pages to show prospective and current students relevant career data. Learning Management Systems (LMS): Embed reports in Canvas, Blackboard, Moodle, or other LMS platforms to provide context within course pages. Academic catalogs: Include interactive labor market data directly in catalog platforms like Coursedog to help students make informed decisions. Accreditation documentation portals: Embed alignment reports in self-study websites or program review portals. Public-facing marketing pages: Show employment outcomes and career pathways on program landing pages for recruitment purposes. Internal dashboards: Display reports in administrative dashboards or faculty portals for continuous monitoring.

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Embedded Report Capabilities

Embedded reports are fully interactive and live:
  • Real-time data: Embedded reports always display current data from your Mapademics system
  • Interactive elements: Users can interact with tables, charts, and other report components
  • Automatic updates: When you update curriculum, syllabi, or job data, embedded reports reflect changes automatically without touching the embed code
  • Responsive design: Reports adapt to different screen sizes for mobile and desktop viewing
  • Accessible: Reports maintain accessibility features when embedded
Embedded reports display current data visible to your organization. Consider what information is appropriate for public display when embedding on external websites. You cannot restrict what data appears in an embedded report—it shows the same information as in the Report Designer.

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Creating Programs or Credentials from Report Insights (Advanced)

One of Mapademics’ most powerful features is the ability to convert your report findings into actionable curriculum structure. When your analysis reveals that a specific set of courses aligns well with a career pathway or skill set, you can instantly create a new program or stackable credential from those selected courses.

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When to Create Entities from Reports

This feature is perfect for data-driven curriculum development scenarios: Pathway discovery: Your Job Skill Contribution analysis shows that five specific courses perfectly align with a high-demand occupation—create a credential for that career pathway. Micro-credential design: Your Skill Comparison report identifies a cluster of courses that together address a complete skill set—bundle them as a stackable credential. Program optimization: Your analysis reveals a subset of courses that could form a specialized track within a larger program—create it as a standalone program for enrollment flexibility. Employer partnerships: Your custom job analysis shows exactly which courses prepare students for a specific employer’s needs—create a partnership credential. Iterative curriculum design: Use reporting insights to continuously evolve your program structure based on labor market data rather than assumptions.
Creating programs or credentials from reports ensures your curriculum structure is directly informed by skills and labor market alignment analysis rather than traditional academic boundaries alone.

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How to Create a Program or Credential

Prerequisites: Before you can create an entity from a report, you must have courses selected in your report. The “New Program or Credential” option only appears in the Report Menu when you have at least one course selected. Step-by-step process:
  1. Build a report with the courses you want to bundle
    • Use Course Selection to choose relevant courses
    • Run your analysis (e.g., Job Skill Contribution) to verify alignment
    • Ensure your course selection represents a coherent educational pathway
  2. Access the creation dialog
    • Click the Report Menu (three-dot icon)
    • Select New Program or Credential from the Active Report section
    • A dialog opens showing your selected courses and entity options
  3. Review selected courses
    • The dialog displays all your selected courses as badges
    • Review the list to ensure these are the courses you want to bundle
    • Click the X on any badge to remove courses you don’t want included
    • Add courses if needed by closing the dialog, adding them in Course Selection, and reopening the dialog
  4. Choose entity type
    • Click the Program or Credential tab at the top of the dialog
    • Program: Creates a formal academic program (typically degree or certificate programs)
    • Credential: Creates a stackable credential (typically short-term credentials, micro-credentials, or specialized certificates)
  5. Enter entity details
    • Name field: Enter a descriptive name (e.g., “Data Analytics Pathway,” “Cybersecurity Fundamentals Certificate”)
    • Description field: Provide a detailed description of the program/credential’s purpose, target audience, and outcomes
  6. Create the entity
    • Click Create Program or Create Credential (depending on which tab you selected)
    • The system creates the entity with your selected courses
    • A success notification confirms creation
    • The system automatically navigates you to the new entity’s detail page
Take time to write a thoughtful description in step 5. This description will appear throughout the system and helps faculty, advisors, and students understand the program or credential’s purpose and value.

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Understanding Programs vs. Credentials

Programs are traditional academic structures:
  • Typically longer-duration educational pathways (1+ years)
  • Often lead to formal degrees or major certificates
  • Usually include 10+ courses
  • Appear in your academic catalog
  • Tracked separately from stackable credentials in reporting
  • Associated with CIP codes for federal reporting
Credentials are stackable, modular educational pathways:
  • Typically shorter-duration skills-based pathways (weeks to months)
  • Lead to micro-credentials, badges, certificates, or endorsements
  • Usually include 2-8 courses
  • Can be “stacked” toward larger programs
  • Designed for workforce-specific skill development
  • Flexible and responsive to employer needs
Choose Program when your selected courses represent a comprehensive educational experience. Choose Credential when they represent a focused skill set or career-specific preparation.
You can include the same courses in both programs and credentials. A course might be part of a “Business Administration” program and also part of a “Project Management Essentials” credential—this flexibility supports modern competency-based and stackable credential models.

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What Happens After Creation

When you create a program or credential from a report: Immediate effects:
  1. The new entity is created in your organization’s database
  2. All selected courses are automatically associated with the entity
  3. The system navigates you to the entity’s detail page
  4. The entity becomes available throughout Mapademics for reporting, analysis, and management
Entity detail page features:
  • Course list: View and manage associated courses
  • Skills analysis: See aggregated skills across all included courses
  • Labor market alignment: Access job matching and career pathway data
  • Edit capabilities: Refine the entity’s name, description, and course list
  • Reporting integration: The entity now appears in all relevant reports
What does NOT happen:
  • Your original report is not modified (courses remain selected as they were)
  • The entity is not automatically added to your academic catalog system
  • Students are not automatically enrolled
  • No external integrations are triggered (those require separate setup)

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Example Workflow: Creating a Cybersecurity Credential

Let’s walk through a realistic example: Context: Your institution wants to create a new Cybersecurity Fundamentals credential to meet local employer demand. Step 1 - Analyze alignment:
  1. Open Report Designer and select Job Skill Contribution report type
  2. In Job Selection, select SOC cybersecurity jobs (e.g., “Information Security Analysts”)
  3. In Course Selection, browse your IT, Computer Science, and Criminal Justice programs
  4. Select courses that show strong alignment with cybersecurity job requirements:
    • CIS 111: Introduction to Computer Systems
    • CIS 250: Network Fundamentals
    • CIS 275: Cybersecurity Basics
    • CIS 290: Ethical Hacking
    • CRJ 180: Digital Forensics
Step 2 - Verify coverage:
  1. Review the Job Skill Contribution report
  2. Confirm these five courses collectively address the key skills required for entry-level cybersecurity positions
  3. Identify any skill gaps (you might add another course if needed)
Step 3 - Create the credential:
  1. Click Report Menu → New Program or Credential
  2. Review the five selected courses in the dialog
  3. Select the Credential tab
  4. Enter name: “Cybersecurity Fundamentals Certificate”
  5. Enter description: “This stackable credential prepares students for entry-level positions in cybersecurity and network security. Students develop skills in network administration, threat identification, vulnerability assessment, and incident response. Aligned with industry-recognized certifications and local employer needs.”
  6. Click Create Credential
Step 4 - Refine and launch:
  1. The system navigates you to the new credential’s detail page
  2. Review the aggregated skills across all five courses
  3. Check labor market alignment data
  4. Add to your academic catalog through your catalog management system
  5. Develop marketing materials using the labor market data from the Occupation Crosswalk report
  6. Embed a career pathways widget on the credential’s web page
Result: You’ve created a data-driven, market-aligned credential in minutes, supported by evidence of skill coverage and career preparation.

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Managing Created Entities

After creating a program or credential from a report, you can manage it through the dedicated Programs or Credentials sections in Mapademics:
  • Edit details: Modify name, description, and course associations
  • Add/remove courses: Adjust which courses are included as curriculum evolves
  • Associate sections: Link specific course sections for credential tracking
  • View alignment: Access ongoing reporting on skill coverage and job alignment
  • Track completions: Monitor student progress through the program or credential (if completion tracking is configured)
Created entities become fully integrated into your Mapademics ecosystem and appear in:
  • Course Selection tabs (By Program and By Credential)
  • Dedicated program and credential management pages
  • All relevant reports and analyses
  • Widget and embed configurations
  • Bulk import templates

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Best Practices Across All Operations

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Naming Conventions

Establish consistent naming patterns for saved reports, programs, and credentials: Reports:
  • Include timeframe: “Fall 2024 Skills Gap Analysis”
  • Indicate scope: “CS Program Career Pathways”
  • Note purpose: “Accreditation - Job Alignment Evidence”
Programs:
  • Match your catalog names exactly for easy cross-referencing
  • Include degree level if relevant: “Associate of Applied Science - Nursing”
Credentials:
  • Use descriptive names that communicate value: “Healthcare Analytics Certificate”
  • Indicate stackability: “Level 1: Web Development Fundamentals”

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Documentation

Keep a record of report configurations and entity creation decisions:
  • Report notes: Add context in the report name or export metadata about why this configuration matters
  • Entity descriptions: Write thorough descriptions when creating programs/credentials—future you will appreciate the context
  • Change log: When duplicating and modifying reports, note what changed and why

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Collaboration

Share your work effectively with colleagues:
  • Saved reports: Report configurations are organization-wide—any colleague can open and use your saved reports
  • Excel exports: Email exports to stakeholders with a brief interpretation email
  • Embedded reports: Provide instructions to web team about where and how to embed for maximum visibility
  • Created entities: Notify relevant faculty and advisors when you create new programs or credentials from reports

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Regular Maintenance

Keep your saved reports and entity structures current:
  • Quarterly review: Check saved reports to archive or delete obsolete configurations
  • Data refresh: Open frequently-used saved reports regularly to ensure they reflect current data
  • Entity updates: Review created programs and credentials when curriculum changes to ensure course associations remain accurate

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Troubleshooting Common Issues

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”Export option is grayed out”

Cause: Your report doesn’t have valid data selections for its type. Solution:
  • Return to the Configuration Sheet
  • Verify you’ve selected all required data (courses, jobs, skills depending on report type)
  • Ensure Display Settings are configured
  • Try previewing the report first—if the preview shows data, Export should work

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”My embedded report shows a blank screen”

Cause: The report isn’t saved, or there’s an iframe embedding restriction. Solution:
  • Save the report first before attempting to embed
  • Verify the website where you’re embedding allows iframes
  • Check browser console for any errors
  • Try the direct Embed URL in a new browser tab to verify the report loads

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”Created entity doesn’t appear in my catalog”

Cause: Mapademics doesn’t automatically sync to external systems. Solution:
  • Programs and credentials created in Mapademics exist only within Mapademics initially
  • You must manually add them to your catalog system or configure automated integration
  • The entity is immediately available for Mapademics reporting and analysis

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”I can’t find a saved report I created yesterday”

Cause: Reports are organization-wide—check if a colleague renamed or deleted it. Solution:
  • Open the Saved Reports panel and search by keywords you remember
  • Check with colleagues who might have modified shared saved reports
  • If truly lost, recreate the configuration—this is why descriptive names and regular exports matter

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”My iframe has scrollbars / isn’t the right size”

Cause: The fixed height doesn’t match your report’s actual height. Solution:
  • Use the Auto Resize Code Snippet from the Share panel in Embed mode
  • Add the script below your iframe on the embedding page
  • The iframe will automatically adjust to perfectly fit the content
  • Alternatively, manually adjust the height attribute in your iframe code using the Widget Height value

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Next Steps

Now that you understand how to save, embed, export, and create entities from reports, explore these related topics:

Understanding Report Types in Detail

Dive deeper into each report type, including interpretation guidelines and best practices

Creating Reports

Learn the complete report creation workflow from data selection to display configuration

Dashboard Overview

Explore pre-built dashboards for quick insights without custom report creation

Widget Integration Guide

Advanced embedding techniques including multiple widgets, custom styling, and integration platforms