Reporting Scenarios
Listed below are common reporting scenarios and the recommended reports for each. The recommended format for each report is italicized.
Q: Did my employee take Hand Washing?
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User Transcript Tab |
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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 |
Q: Who hasn’t completed LOTO in the last year?
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User Status Report |
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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 |
Q: Is my team on track with our training goals?
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Learning Plan Matrix Report |
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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 |
Q: Where can I get raw data, and lots of it?
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Export Training Records |
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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) |
Q: Where can I obtain training results in a table report that allows customization?
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Training Records Report |
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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 |
Q: Who hasn't completed their assigned Learning Plan?
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Learning Plan Progress Report |
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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 |
Training Summary Reports
The Training Summary reports enable you to review data over time. Many of the options can be used to review and compare numbers across either worksites or groups. Training Summary reports can be shared with management to demonstrate the scope of training that is being accomplished in a particular region or location. In the two examples below, the same reporting options are available for worksites and groups.
Highlight Training Completion Numbers: Course Status by Worksite (or Group)
This report can highlight specific course completion numbers for one or more worksites or groups.
| Worksite (# of Users in Worksite) / Course | Not Attempted | Completed | In Progress | Attempted | Percent Complete | Percent Attempted |
| Dallas | ||||||
| GMPs: Effective Hand-washing Techniques | 2038 | 265 | 2 | 267 | 11% | 12% |
| GMPs: Promoting Personal Hygiene | 2023 | 280 | 2 | 282 | 12% | 12% |
| Overview of HACCP | 2299 | 5 | 1 | 6 | 0% | 0% |
| Toronto | ||||||
| GMPs: Effective Hand-washing Techniques | 7 | 32 | 1 | 33 | 80% | 83% |
| GMPs: Promoting Personal Hygiene | 15 | 25 | 0 | 25 | 63% | 63% |
| Overview of HACCP | 38 | 1 | 1 | 2 | 3% | 5% |
| Detroit | ||||||
| GMPs: Effective Hand-washing Techniques | 159 | 0 | 0 | 0 | 0% | 0% |
| GMPs: Promoting Personal Hygiene | 157 | 2 | 0 | 2 | 1% | 1% |
| Overview of HACCP | 158 | 0 | 1 | 1 | 0% | 1% |
Compare Numbers : Training Totals by Group (or Worksite) and Course by Interval
Identify training patterns within the various departments in a single location, or among worksites.
| Groups / Parent Course | Aug 2015 | Sep 2015 | Oct 2015 | Nov 2015 | Dec 2015 |
| Dallas - Production - Production AM | |||||
| Electrical Safety | 5 | 3 | 11 | 5 | 5 |
| Lock Out / Tag Out Procedures | 0 | 0 | 0 | 7 | 1 |
| Personal Protective Equipment (PPE) | 4 | 4 | 9 | 5 | 5 |
| Dallas - Production - Production PM | |||||
| Electrical Safety | 7 | 10 | 8 | 23 | 1 |
| Lock Out / Tag Out Procedures | 0 | 1 | 0 | 0 | 0 |
| Personal Protective Equipment (PPE) | 8 | 12 | 7 | 23 | 1 |
| Dallas - Sanitation - Sanitation | |||||
| Electrical Safety | 1 | 0 | 3 | 2 | 2 |
| Lock Out / Tag Out Procedures | 0 | 0 | 0 | 0 | 0 |
| Personal Protective Equipment (PPE) | 1 | 0 | 3 | 3 | 2 |