Obtaining a Training Status Report

The Training Status Report - BETA outlines the training status for your learners and can be filtered to suit your needs. This is a new and improved report providing real-time data ensuring that learners have the most current information. The old Training Status Report is still available but we encourage the admins to use the new one as it will be decommissioned at some point in the future. 

1. Default Reports - This will provide immediate value upon setup without requiring manual configuration of the filters. The default report options include: 

• All courses completed or in progress that were assigned in the last 30 days.
• All courses completed or in progress that were assigned in the last 30 days.
• All courses completed or in progress.

Note: Saved Reports from the previous Training Status Report will be supported in the new report.

2. Edit Filters - To customize the report, use the edit filter function. 
3. Group Summary - To maximize screen space and streamline the interface, Group and Status Summaries are now hidden by default, allowing users to reveal them as needed.
4. View by Status - This will show you the number of courses per status including the percentage.
5. Export - When exporting the report, you can select either Summary, Results, or All. These are now delivered via email with the links to the reports to download in csv format only and will be accessible from your emails for seven (7) days.

• Summary - If you select 'Summary,' the report will exclusively present the summary of the data.
• Results - Choosing 'Results' will display the data according to the applied filters.
• All - This will show both the summary and detailed results of the report.

6. Detailed Result - This will show the detailed report based on the applied filter. By default it will display the  course instance ID that can be used for the following bulk admin jobs. 

• Bulk Admin Job - Course Delete
• Bulk Admin Job - Course Expire

If you click on the Edit Filter option, you will be presented with a number of options to customize the report which are outlined below. 

1. Default and Saved Reports - This will allow you to choose from your saved reports, which will then apply the currently used filter to the selected report.
2. Filter By - This option permits you to filter the report by either Organization or Learner Group.
3. Area - If you select Organization as the filter, you can also refine the report by specifying the Area.
4. Region - This will allow you to narrow down the report by selecting a Region.

Note: If you opt for Learner Group, you only need to select the learner group from the dropdown menu.

To generate the report by ‘Course’ apply the following filters.

5. Training - Filter By - This option permits you to filter the report by courses or modules. 
6. Select Courses - This option enables you to choose either all courses, specific courses, or course groups that you wish to include in the report.  A Course (bundle) is the completed course itself in full (recommended); a “Course Group” refers to a Training Group which captures a group of training courses (refer to “Training Groups” to understand this functionality.)
7. Course Status - By default, this will be set to In Progress and Completed. However, you have the option to include Expired courses in the report. 
8. Periods - Filter By - By default, this will be set to the date training was assigned. However, you have the option to choose from various time periods, including the user-created date and course completed date.  This can now query data over longer time frames, such as the last 3 and 5 years.

Note: Longer time frames can be supported on an ad-hoc basis, but the longest time frame supported for scheduled reports will be 5 years.

9. Date Training was assigned - If you choose the Training Assigned Date, you can pick a specific date from the dropdown menu, which provides various timeframe options.
10. From and To - Alternatively, you can customize the report by specifying the start and end dates for the desired period.

To generate the report by ‘Modules’ apply the following filters.

11. Select Modules - This allows you to select either all modules or specific modules that you want to include in the report. 
12. Module Status - Select the module status, which can be Not Started, In Progress, Awaiting Review, Awaiting Final Competency, or Completed. A Module (induction) is a section within a Course (bundle)
13. Periods - Filter By - By default, this will be set to the date training was assigned. However, you have the option to choose from various time periods, including the user-created date and course completed date.  This can now query data over longer time frames, such as the last 3 and 5 years.

Note: Longer time frames can be supported on an ad-hoc basis, but the longest time frame supported for scheduled reports will be 5 years.

14. Include Archived Users - Check this box to include archived users in the report.
15. Include Modules - Check this box to incorporate modules into the report.
16. Extra Display Fields - This option enables you to add Date of Birth (DOB), Gender, and Phone information to the report if available.

17. Save Report - If you check this box, the report will be automatically saved, and you can select it when running future reports, with the filters pre-populated. This item only appears after you click submit and then Edit Filters. 
18. Report Name - his is the designated name for the report. 
19. Set a Schedule - By selecting this option, you can set up a schedule for the report.
20. Schedule Frequency - You can set the reporting frequency to be daily, weekly, or monthly.
21. Email Recipients - Input the email address to which the reports will be sent.
22. Add Schedule - his will allow you to set up another schedule for the report. 
23. Clear - Use this option to remove the applied filters.
24. Submit - Click 'Submit' to generate the report based on the selected filters.

Note: To obtain your report, simply click the Export button located right above the detailed results table, and it will be sent to your email.