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Detailed Learning Plan Report (Customizable)

Updated ~ minute read

The Detailed Learning Plan 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. This article guides you through generating and interpreting the report. 

For instructions on navigating Customizable reports, see Using Customizable Reports.

This report has been updated and will be rolled out to all clients in an upcoming release.

How to Access this Report

  1. Log in to Alchemy Manager
  2. Navigate to Reports and then select Run Reports
  3. Select Detailed Learning Plan Report from the list

Filter Options Specific to Detailed Learning Plan Report (Customizable)

Once you have made the desired customizations, click RUN REPORT at the bottom. The report will update based on the filter selections.

  1. Select the Learning Plan(s) you want to see in the report: 
    • Select the Quick Assigned Plans in the filters to view and select Quick Assigned Learning Plans.
  2. Select the worksite of Learning Plan records being retrieved (multiple worksites can be selected).
    • By default all worksites you are an admin for will appear, unless specifically selected.
  3. Select specific group(s) to only view the users who are assigned to the Learning Plan from the group(s) selected.
    • You can select groups(s) for which you have admin access to. 
  4. Select user(s) to only view specific employees who are assigned to the Learning Plan selected.
  5. For the following options, simply check or uncheck the boxes:
    • Show Archived Users will show any users that have been archived from the group(s) selected.
    • By default, Training Status will only display the activities in the selected status; all will appear in the report, regardless of status, unless selected. 

  6. From the Columns sections:

    • Choose what columns are included in the report by selecting/deselecting the checkbox.
    • Reorder the columns using the dotted icon to drag and drop their position up or down. 

     

 

Columns Included in the Report

For detailed descriptions of each column, refer to our Report Column Descriptions article.

  • Learning plan title
  • Date of hire
  • Training date
  • User last name
  • User worksite
  • User groups
  • User first name
  • Parent activity
  • Plan start date
  • User ID
  • Activity title
  • Plan due date
  • Position title
  • Training status
  • User archived

Schedule Reports

For instructions on scheduling reports, refer to our article on Scheduling Reports.

 

Save, View and Download Report

For instructions on saving, viewing, and downloading reports, refer to our article on Saving, Viewing, and Downloading Reports.

 

Reading the Detailed Learning Plan Report

  • 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.
  • If the user attempted the course multiple times, the most recent status will be the one to appear.

More in Reports

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