Reports
Overview
Learning Management Systems (LMS) play a pivotal role in tracking employee training performance and evaluating the effectiveness of courses within an organization. Custom report templates in the Learn module allow domain admins and Learn admins to tailor their reporting experience, providing valuable insights based on specific company requirements.
Generating New Reports
To get started, click the Generate Report button located at the top right of the screen. Report generation takes place in two steps: Template Selection and Filter Configuration.
All pre-shipped/system report templates and custom report templates configured for your domain are readily available for selection.
System Reports
These report templates come out-of-the box with your domain. These templates cannot be edited or deleted. For more information on managing report templates, click here.
The following report templates are available from the system:
Learners Activity System Report
This reports format contains learners who have enrolled in the selected courses/programs. It includes learner’s start date, completion date, score, rating and other meta data.
Summary Sheet
This sheet provides an overview of matching courses/curriculums, including details such as course code, name, type, status, credit hours, instructor, and learner counts based on various stages (not started, in progress, completed, not completed, past due).
Learners Sheet
This sheet contains a detailed list of matching users with information such as user code, name, type, email, status, hire date, manager details, role, title, location, department, learner status, assigned date, start date, due date, completion date, and more.
Learners Completion System Report
This report format contains learners who have completed the selected courses/programs. It includes learner’s start date, completion date, training time spent, score, rating and other meta data.
Summary Sheet
Similar to the Learners Activity System Report, this sheet includes details of completed learners for selected courses/curriculums.
Completed Learners Sheet
Provides detailed information on learners who have completed the courses/curriculums, including user code, name, type, email, status, hire date, manager details, role, title, location, department, assigned date, start date, due date, completion date, training time spent, score, rating, and more.
Learners Not Enrolled System Report
This report identifies users who have not enrolled in selected courses/curriculums. It includes user details such as code, name, type, email, status, hire date, manager details, role, title, location, department, and assignment details.
Assignment Expiry System Report
This report highlights learners with assigned courses/curriculums that are due to be completed within a specified date range. It provides information on assignment details, learner status, user details, and relevant dates.
Curriculum/Program Activity System Report
This report focuses on learners enrolled in selected curriculum/programs, providing comprehensive details about the curriculum, learner status, assigned dates, completion dates, training time spent, scores, ratings, and more.
Filter Configuration
In the second step of generating a report, admins have the flexibility to apply custom filters on the following criteria:
Courses/Curriculum: Filter based on specific courses/curriculum or course/curriculum criteria.
Users: Filter based on specific users or user criteria.
Dates: Apply filters on assignment date, start date, end date, and completion date.
The filter options that appear in this step are dependent on the template chosen. Admins have the option to export the report via FTP, however the FTP connection must be set up.
After requesting a report, domain admins will be notified once the generated report is ready, with respect to their report notification settings.
Access to Generated Reports
Domain admins and Learn module admins can access all current and past generated LMS report XLS files through the Learn Module > Reports tab. The ability to view reports by generating user, title, Courses, and Date Range is also available.
For domain admins, additional access is provided through the Files Module > Reports > LMS Reports folder, where all past report XLS files are available for download.
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