1. Alchemy Systems Help Center
2. Alchemy Manager
3. Reports

Reporting Cheat Sheet

User Transcript Tab
Report on individual User; print certificates
(Accessed in User Listing)

Notes: Information is accessed one User at a time and can be narrowed by year

Information Provided: Course Name, Delivery Method, Training Start & End times, Credits, Certificate, Results 

Formats: Onscreen, pdf or csv 

User Status Report
Create focused reports; identify which courses have
and have NOT been completed

Notes: Very targeted report; narrow results by System Group, Worksite, Date Range, Status, Course, etc.

Information Provided: ID, Name, Worksite, System Groups, Parent Name, Course Name, Training Start and End Times, Status, Facilitator

Formats: pdf, html, csv, xml, xls

For more information, see Manager: Reports > User Status Report

Learning Plan Matrix Report
Snapshot of time-sensitive training goals; easily
identify which employees are struggling

Notes: Need to build a Learning Plan; can easily see who has and has NOT completed training goals included

Information Provided: ID, Name, Position Title, DOH, Courses, Course Status, % Complete, Due Date

Formats: pdf, html, csv, xml, xls

For more information, see Manager: Reports > Learning Plan Matrix Report

Export Training Records
Lots of data; can personalize in xml or build charts
and pivot tables in csv.

Notes: Can be a very large report; only provides reporting on training that has occurred

Information Provided: Name, ID, DOH, DOT, Course Name, Training Start and End Times, Calculated Duration, Worksite, Status, Facilitator, Score, Base Rate of Pay, Delivery, etc.

Formats: csv, xml, xls, csv (no header)

Worksites: Training Totals by Worksite and Course by Interval
This report helps managers evaluate the completion rates of safety training across different worksites over specified time intervals, identifying trends and areas for improvement.

Notes: Enables tracking of safety training effectiveness over time and across multiple locations.

Information Provided: Course Status, Number of Users, Completion Percentages by Worksite

Formats: Onscreen, pdf, csv, xls

Groups: Course Status
Provides detailed insights into which courses have been completed and which are pending, crucial for compliance with occupational safety and health regulations.

Notes: Critical for departments that require strict adherence to OSHA standards.

Information Provided: Course Name, Group Name, Training Status, Completion Rates

Formats: pdf, html, csv, xml, xls

Learning Plan Progress Report (Smart)
Monitors the progress of new employees in completing their assigned learning plans, ensuring they receive necessary operational training.

Notes: Particularly useful for tracking the onboarding process and ensuring compliance with training mandates.

Information Provided: User Full Name, Learning Plan Title, % Completion, Due Date

Formats: Onscreen, pdf, csv

Qualification Matrix Report (Smart)
Allows managers to view and assess the qualification statuses of employees across different skills, aiding in workforce development planning.

Notes: Provides a clear overview of skill levels and qualifications, essential for strategic training and development.

Information Provided: User Name, Qualification Status, Worksite

Formats: Onscreen, pdf, xls

Training Records Report
Table of large amount data; can be customized; visible immediately 
Downloadable

Notes: Can be a very large table; Reporting pulled may not immediately reflect training facilitated within the last few hours

Information Provided:

Formats: html & xls

For more information, see Manager: Reports > Training Records Report

Learning Plan Progress Report
Table of large amount data; can be customized; visible immediately
Downloadable

Notes:  Need to build a Learning Plan; Can be very large table; Reporting pulled may not immediately reflect training facilitated within the last few hours

Information Provided:

Formats: html & xls

For more information, see Manager: Reports > Learning Plan Progress Report