Accessing and Understanding Manager Reports – Alchemy Systems Help Center

To effectively manage and track training activities, it’s essential to leverage the comprehensive reporting tools available on your Manager website. This guide provides an overview of the various report categories, how to access them, and what each report entails. Follow the steps below to access and run the reports, and refer to the descriptions to understand the purpose and content of each report category.

In this article:
Access Manager Reports
Report Descriptions

Access Manager Reports

In Alchemy Manager, click Reports and then click Run Reports
Select the report you want to run.

For Legacy Reports:

Select your filters
Choose the format you prefer
Select Submit or Submit and Schedule

For Smart Reports:

Set your filters and customize the columns as needed
Choose to Save or Run the report
The information will refresh based on the parameters you set

For additional information on Legacy and Smart Reports and report best practices, refer to our Report Types and Best Practices article.

Brief descriptions of the reports are listed below.

Manager Reports

Training Record

Training Records Report SMART: Comprehensive table of training results.
User Status Report: Shows course completion status, training date, and credit hours for selected users.
User Progress Report Smart: Shows course completion status, training date, and credit hours for selected users with customizable Smart Report filters.
Export Training Records: Output training records generated after a specified date.

Learning Plans

Learning Plan Progress Report SMART: Comprehensive table of all complete and incomplete activities by users for Learning Plans.
Learning Plan Subscription Status Report SMART: Comprehensive table of all subscriptions for Learning Plans.
Learning Plan Matrix Report: Report of activities and each user's subscription progress in a learning plan.
Detailed Learning Plan Report: Lists complete or incomplete courses by learning plan and user.
Incomplete by Course Report: Summarizes users by the parent courses they have not completed.
Fixed Date Plans: Completion Status by Worksite: Lists parent courses and completion status for a selected learning plan by worksite.
Fixed Date Plans: Completion Totals by Worksite: Lists learning plan activity totals such as the number of users assigned, completed, etc., by worksite.
Fixed Date Plans: Completion Status by Group: Lists parent courses and completion status for a selected learning plan by group.
Fixed Date Plans: Completion Totals by Group: Lists learning plan activity totals such as the number of users assigned, completed, etc., by group.
Fixed Date Plans: Individual Completion Totals: Summarizes user completion of one learning plan.

Training Summary

Activity Results Report (Smart): Lists the questions and answers of training activities per user.
Worksites: Course Status: Displays course training results by worksite.
Worksites: Training Status: Displays worksite results by training status.
Worksites: Training Totals by Worksite and Course by Interval: Displays training results by worksite and parent course in a selected interval.
Worksites: Training Totals by Worksite by Interval: Displays training results by worksite in a selected interval.
Groups: Course Status: Displays course training results by group.
Groups: Training Status: Displays training results by training status for selected groups.
Groups: Training Totals by Group and Course by Interval: Displays training results by group and parent course in a selected interval.
Groups: Training Totals by Group by Interval: Displays training results by group in a selected interval.
Cumulative Training Status: Displays cumulative training results for the worksite(s) and group(s) you supervise.
Training Totals by Course and Interval: Displays parent course completion status in a selected interval.
Users Trained: Displays a list of users who have taken at least one course.

Observations (Alchemy Coach)

Observation Status Report SMART: Comprehensive report of submitted observations and their statuses.
Cumulative Results for an Observation: Displays cumulative results for each possible answer for a specific observation.
Detailed Observation Report: Provides detailed information about a specific observation.
Individual Results for an Observation: Shows the results for an individual's observation.
Observation Status by Worksite Report: Displays observation status by worksite.

Qualifications (Playbook)

Export Qualification (Skills) Matrix by Worksite: Export matrix report of qualifications and user qualification status by worksite.
Qualification Matrix Report SMART: Customizable matrix report of qualifications and user qualification status by worksite.
Detailed Qualifications Report SMART: Customizable table of all users assigned to each qualification and their current status.
Qualification Requirement Status Report SMART: Customizable table of qualification requirements for assigned users, including their current status.

Tests and Evaluations

Tests: Cumulative Results for a Course: Shows the number/percentage of users selecting each answer for courses with embedded questions.
Tests: Cumulative Results for a Custom Test: Shows the number/percentage of users selecting each answer during a custom test.
Tests: Individual Scores for a Course: Shows the scores for each user for courses with embedded questions.
Tests: Individual Scores for a Custom Test: Shows the scores for each user for a custom test.
Evaluations: Cumulative Results for a Custom Evaluation: Shows the number/percentage of users selecting each answer during a custom evaluation.
Evaluations: Users who have Completed a Specific Evaluation: Lists the users who have completed a specific evaluation.

Miscellaneous

Facilitator Report: Quick way to review what each facilitator has done.
SQF-Compliant Report: Ensures compliance with SQF standards.
Client Media Download History (Alchemy Player): Lists the worksites that initiate a download of the corresponding Client Media file.

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