Summary Learning Achievement Report

Introduction 

This report displays a narrowed down version of the Learning/Achievement report.

Note: The link to this report is displayed when security setting 551: Summary Learning Achievement Report is enabled.

Note: Percentage grades on this screen are displayed according to the global grade precision setting.

Procedure

1.      From the Reports menu, select Standard, then Advanced Reports.

2.      Click the Summary Learning Achievement Report link.

The following screen is displayed:

Reports_-_Summary_Learning_Achievement_Report_1.png

Summary Learning Achievement Report - Search

3.      Use the Start Date and End Date drop-down lists to specify the date range of the report.

4.      Use the Users drop-down list to specify the type of users (Individual or Business Unit/Community).

If you select Individual, a pop-window will be displayed where you can search for and select the user whose learning achievement information you want to view.

If you select Business Unit/Community, then additional text boxes will be displayed where you can select first the business unit, then the community whose users' learning achievement information you want to view.

5.      Use the Structure View link to navigate to the business units you want to include in the report.

You can:

·        In the Unit Name box, select a business unit, then click Show to view the business units within the selected one. You can continue this process until you access the one you want to manage.

·        Click either the Root or a business unit link in the Structure View section to return to that business unit.

The business units within the Unit Name box will be the ones included in the report.

6.      Check the Display users at Selected Business Unit only box to display only those users within the selected business unit only.

7.      Use the Active Status drop-down list to specify if you want to include only active users, inactive users, or both.

8.      Use the Course drop-down list to select the course that you want to include in the results.

9.      Click Submit.

The following screen is displayed:

Reports_-_Summary_Learning_Achievement_Report_2.png

Summary Learning Achievement Report Results

This screen displays the results of your report. The following columns of information are displayed:

·        Company Name

·        External ID

·        Business Unit

·        Last Name

·        First Name

·        User Name

·        Job Position

·        Instructional Media

·        Course Name

·        Completion Date

·        Grade

10.  You can perform the following operations from this screen:

·        Click Export to be prompted to save the results as a .csv file that you can save on your local system.

·        Click Printable Version to view a version of the report that you can print.

·        Click Microsoft Excel to export your results to a Microsoft Excel spreadsheet.