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Learning Plan Matrix Report (Customizable)

Updated ~ minute read

The Learning Plan Matrix Report provides a detailed overview of activities (listed horizontally) and each user's subscription progress (listed vertically) in a learning plan. This article walks you through the different filter and column options available in this report.

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

 

How to Access this Report

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

Filter Options Specific to Learning Plan Matrix Report (Customizable)

Once you have made the desired customizations, click REFRESH at the bottom. The report will update based on the filter selections, and the settings drawer will close automatically.

  1. Select the Learning plan you want to see in the report
    • By default, all learning plans will appear unless specifically selected through the Search Filter. 
  2. For the following options, simply check or uncheck the boxes: 
    • Show Archived Users will show any users that have been archived.
    • Hide non-validated users will not show users who are in the Validate users (Player) list.
    • By default, all User plan completion statuses will appear in the report unless a specific status is selected to display only the learning plans with the selected completion status.
  3. Select the Worksite of the training records being retrieved.
    • By default, all worksites you are an admin for will appear unless specifically selected.
    • multiple worksites can be selected
  4. Use My Admin Groups or Group Filter to select specific group(s) to view only the users who are a part of that group and have taken the activities.
  5. Select Supervisor to view users that are supervised by the supervisor selected
 MGR_Reports_LPMRSmartfilter.png

Column Settings

For detailed descriptions of each column, refer to our Report Column Descriptions article. Once you have made the desired customizations, click REFRESH at the bottom. The report will update with the new filters and columns, and the settings drawer will close automatically.

Available Columns

Here's a list of columns you can choose from for the Activity Results ReportCustomizable Report:

  • User Full Name
  • User ID
  • Position Title
  • User Worksite
  • User Groups
  • Supervisor
  • Due Date
  • User Plan Completion Status
  • User Plan Progress
  • Matrix Columns
  • User Last Name
  • User First Name
  • Username
  • User Email
  • Filtered User Groups
  • User Archived
  • User Validated
  • Date of Hire
  • Date of Termination
  • Status Group
  • Pay Type Group
  • Time Type Group
  • Employment Type Group
  • Region Group
  • Subregion Group
  • Division Group
  • Business Unit Group
  • Department Group
  • Job Code Group
  • Job Title Group
  • Job Classification Group
  • Shift Group
  • Course Type
      

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.

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