The Detailed Learning Plan Report generates a detailed report based on specific parameters. This article guides you through generating and interpreting the report. To view additional report options, see Accessing and Understanding Manager Reports.
In this article:
How to Access this Report
Report Parameters
How to Run a Detailed Learning Plan Report
Columns Included
Reading the Detailed Learning Plan Report
How to Access this Report
- Log in to Alchemy Manager
- Navigate to Reports and then select Run Reports
- Select Detailed Learning Plan Report from the list
Report Parameters
Use the following table to understand each parameter. Parameters marked with (Required) must be set before generating the report.
Parameter | Details |
Learning Plan |
Description: Select one or more learning plans from the available list to include in the report. Options: Lists all learning plans Note: You can also choose to show retired learning plans by checking the Show Retired box. Use CTRL+click to select multiple learning plans. |
Worksites |
Description: Choose the worksites from which you want to retrieve learning plan records. Options: Lists all available worksites. Note: Multiple worksites can be selected. Use CTRL+click to select multiple worksites. |
Groups |
Description: Select specific groups to include users assigned to the learning plans from the chosen groups. Options: Lists all available groups. Note: Only groups you have admin access to will be available. Use CTRL+click to select multiple groups. |
Users |
Description: Filter the report by specific users. Options: All users or specific users. |
Show Archived Users |
Description: Choose whether to include archived users in the report. Options: Yes, No. |
Show |
Description: Filter the report to show users based on their subscription status. Options: Yet to Complete, Completed, In Progress. Note: Only subscriptions that have started are shown. |
Primary Sort Field |
Description: Select the primary field by which to sort the report data. Options: Plan Due Date, User Last Name, First Name, etc. |
Secondary Sort Field |
Description: Select the secondary field by which to further sort the report data. Options: Plan Due Date, User Last Name, First Name, etc. |
Format (Required) |
Description: Choose the format for the report output. Options: CSV, XML, XLS. |
How to Run a Detailed Learning Plan Report
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Columns Included in the Report
For detailed descriptions of each column, refer to our Report Column Descriptions article.
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Reading the Detailed Learning Plan Report
- This report is useful for tracking detailed progress and completion statuses for each activity within a learning plan. It helps identify which specific activities have been completed or are still pending for each user.
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All activity statuses for each selected learning plan are displayed. For example, if a learning plan contains three activities, each user will be listed three times, once for each activity.