The Detailed Learning Plan Report generates a detailed report based on specific parameters. This article guides you through generating and interpreting the report.
To view additional report options, see Accessing and Understanding Manager Reports.
How to Access this Report
- Log in to Alchemy Manager
- Navigate to Reports and then select Run Reports
- Select Detailed Learning Plan 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 |
Description: Select one or more learning plans from the available list to include in the report. Options: Lists all learning plans Note: You can also choose to show retired learning plans by checking the Show Retired box. Use CTRL+click to select multiple learning plans. |
| Worksites |
Description: Choose the worksites from which you want to retrieve learning plan records. Options: Lists all available worksites. Note: Multiple worksites can be selected. Use CTRL+click to select multiple worksites. |
| Groups |
Description: Select specific groups to include users assigned to the learning plans from the chosen groups. Options: Lists all available groups. Note: Only groups you have admin access to will be available. Use CTRL+click to select multiple groups. |
| Users |
Description: Filter the report by specific users. Options: All users or specific users. |
| Show Archived Users |
Description: Choose whether to include archived users in the report. Options: Yes, No. |
| Show |
Description: Filter the report to show users based on their subscription status. Options: Yet to Complete, Completed, In Progress. Note: Only subscriptions that have started are shown. |
| 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. |
| Secondary Sort Field |
Description: Select the secondary field by which to further sort the report data. Options: Plan Due Date, User Last Name, First Name, etc. |
| Format (Required) |
Description: Choose the format for the report output. Options: CSV, XML, XLS. |
How to Run a Detailed Learning Plan Report
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Columns Included in the Report
For detailed descriptions of each column, refer to our Report Column Descriptions article.
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Reading the Detailed Learning Plan Report
- This report is useful for tracking detailed progress and completion statuses for each activity within a learning plan. It helps identify which specific activities have been completed or are still pending for each user.
- All activity statuses for each selected learning plan are displayed. For example, if a learning plan contains three activities, each user will be listed three times, once for each activity.