The Learning Plan Matrix Report shows each subscribed user’s progress in a Learning Plan and the status of the activities assigned. 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 Learning Plan Matrix
Columns Included
Reading the Learning Plan Matrix Report
How to Access this Report
- Log in to Alchemy Manager
- Navigate to Reports and then select Run Reports
- Select Learning Plan Matrix 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 (Required) |
Description: Select the specific Learning Plan to include in the report. Options: Lists all available Learning Plans. |
| Groups and Worksites (Required) |
Description: Choose the groups and worksites from which you want to retrieve learning plan records for. Options: Lists all available groups and worksites. Note: Multiple groups and worksites can be selected. Use CTRL+click to select multiple. |
| Archived Users |
Description: Choose whether to include archived users in the report. Options: Include in Report, Exclude from Report. |
| Non-validated Users |
Description: Choose whether to include non-validated users in the report. Options: Include in Report, Exclude from Report, Only show. |
| 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. |
| Show |
Description: Filter the report to show users based on their subscription status. Options: Yet to Complete, Completed, In Progress |
| Format |
Description: Choose the format for the report output. Options: CSV, XML, XLS. |
How to Run a Learning Plan Matrix Report
|
|
Columns included in the Report
For detailed descriptions of each column, refer to our Report Column Descriptions article.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Reading the Learning Plan Matrix Report
- Completed courses are indicated by a Date
- If a late completion window was added to a Learning Plan, the course completion date will include dates past the Plan Due Date.
- Not Attempted indicates that the course has not been taken.
- In Progress indicates that competency was not demonstrated