Standard Reports - Consolidated

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Standard Reports

360 Summary Report - By Question

The 360 summary report by question summarizes the assessment per competency level displaying the question text. This report displays the rating provided by Self, Supervisor, Peer, Direct Report, and Customer/Others on the graph for each participant.

Report Options

The following report options are available:

Report Options	Description
Subtotal by Participant	The results of the report will be subtotaled/ grouped by participant.
Subtotal by Assessment	The results of the report will be subtotaled/ grouped by assessment.

Criteria

You can enter the following criteria:

Assessment
Participant

Date Range

There is no date range.

Report Columns

Assessment Title	Name of the Competency
Name	LastName, FirstName of the person who is being rated.
Feedback from Raters	Lists who all have rated this person. Self – Displays 1 if person has rated himself. Supervisor – Displays 1 if Supervisor has rated the person. Peer(s) – Displays number of peers who have rated the person. Direct report(s) – Displays number of direct reports who have rated the person. Customer/Other(s) – Displays number of customers who have rated the person.
Competency	Level of Competency.
Question	Displays the question text.

The Unformatted/ CSV version will also include:

MQuestionID	ID of the Question.
RelationID	RelationID of the person rating.

Account Transactions Report ‎

The account transaction report shows enrollment information for courses having a price. The report will subtotal enrollments and cost by selected report option, and will provide a grand total for all enrollments and their associated cost on the report.

Report Options

The report options are, as follows:

Report Options	Description
Subtotal By Category	The course enrollments and cost will be subtotaled/ grouped by course category.
Subtotal By Media	The course enrollments and cost will be subtotaled/ grouped by media type.
Subtotal By Participant	The course enrollments and cost will be subtotaled/ grouped by participant.
Subtotal By Provider	The course enrollments and cost will be subtotaled/ grouped by course provider.
Subtotal By Resource	The course enrollments and cost will be subtotaled/ grouped by course.

Criteria

You can enter the following criteria:

Category
Media
Manager Hierarchy
Participant
Provider
Course
Job Role ‎

Date Range

You can select the Launch Date.

Report Columns

The report columns are, as follows:

Header	Description
Name	Last Name, First Name (Employee Number)
Course	Course Title (LS Number)
Manager’s Name	Manager’s Name of the participant
Job Role	Job Role Domain of the participant (or selected customized domain)
Provider	Provider of the course
Media	Media Type of the course
Enrollment Date	Date of the enrollment
Status	Status of the enrollment
Price	Price of the course at the time of enrollment
Category	Category assigned to the course

Catalog of Resources Report ‎

The catalog of resources report shows information about all of the courses available in LMS.

Report Options

The following report options are available:

Report Options	Description
Subtotal By Category	Courses will be grouped by course category.
Subtotal By Provider	Courses will be grouped by course provider.

Criteria

You can enter the following criteria:

Course
Provider
Media Type
Category
Curriculum
Instructor

Date Range

There are no date range options.

Report Columns

The following report columns are available:

Header	Description
Course Title	Course Title (LS Number)
Short Description	Short description of the course
Time	Time specified for the course
Cost	Price of the course
Media	Media Type of the course
Category	Category assigned to the course
Course Instructor	List of all instructors for the course
Instructional Designer	Author of the resource
Course Owner	Course Owner of the course
Provider	Provider of the course

The unformatted/CSV version will also include the Resource ID.

Certificate Report

The certificate report shows the course status for each course within a certificate for the selected users.

The report will also provide a sub-total for each participant. Each subtotal will show:

Total number of enrollments by participant
Percentage of enrollments for this participant that are complete
Total Price
Total Time Spent (in hours)
Average Score by Participant

The report then shows the grand total for the following:

Total price for all participants
Total time spent (in hours) for all participants

Report Options

The following report options are available:

Report Options	Description
Active Users	This report will only show active users.
All Users	This report will show both active and inactive users.
Inactive Users	This report will only show inactive users.

Criteria

You can enter the following criteria:

Certificate
Manager Hierarchy
Job Role
Participant
Manager

Date Range

You can specify the enrollment date.

Report Columns

The following report columns are available:

Header	Description
Name	LastName FirstName (EmployeeID)
Manager’s Name	Manager’s LastName FirstName (EmployeeID)
Job Role	Job Role Domain (or customized domain option)
Department	Department Domain (or customized domain option)
Certificate Name	Name of the certificate
Course Title	Seen under certificate is title of the course
Enrollment Date	Date of the enrollment
Status	Status of the enrollment
Completion Date	Completion date of the enrollment
First Launch	For online courses, the date that the course was first launched
Price	Price of the course at the time of enrollment
Time Spent	Actual Time (in hours) spent by the participant for his enrollment
Score	Last score reported for this enrollment
LastName FirstName EmployeeID	Participant LastName FirstName EmployeeID (Used for Grouping) Unformatted Excel/CSV only

Class Interest Report

This report will list all users who have expressed an interest in a class that does not have class dates listed. The results will be grouped by course

Report Options

The following report options are available:

Report Options	Description
Outstanding Interest Requests	This report will list all users who have expressed an interest in a class, but have not yet enrolled into a class.
Subtotal by Course:	This report will list all users who have expressed interest in a class. The results will be subtotaled by course.

Criteria

You can enter the following criteria:

Course
Provider
Department
Job Role

Date Range

This is the date the user expressed interest in the class.

Report Columns:

Header	Description
Last Name	LastName of the participant
First Name	FirstName of the participant
Date	Date participant showed interest for the class
Department	Department Domain (or customized domain option)
Course Title	Name of the course
Provider	Name of the course provider

Unformatted/ CSV version will also include:

Category	Category assigned to the course
Username	Username of the participant
Email	Email of the participant
Phone Num	Phone number of the participant
Manager’s Name	Manager’s LastName FirstName (EmployeeID)
Manager’s Email	Email of the Manager
Job Role	Job Role Domain (or customized domain option) ‎

Class Session Cancelled Report

This report will show a list of cancelled classes. The results will be grouped by course.

Report Options

There are no report options.

Criteria:

You can enter the following criteria:

Category
Location Provider
Curriculum
Instructor
Resource

Date Range

This is the date that the class was originally scheduled for.

Report Columns

The report columns are, as follows:

Header	Description
Title	Name of the ILT course
Instructor	Instructor for the class
Class date	Date of the class
Location Venue	Venue, City, State of the location where class is held
Provider	Name of the course provider

CSV/Unformatted version will also include:

Header	Description
Comments	Administrative Comments for the class
Class Date	Start date of the class
EndDate	End Date of the class
LocationCity	City where class is being held
LocationState	State where class is being held
LocationVenue	Venue Name where class is being held
Start Time	Time class starts
Category	Category of the ILT course

Class Session Roster Report

This report will list specific details about a class and provide detailed user information. The results will be grouped by class.

This report will provide a summary by class date. Each summary will show:

Total number of participants,
Maximum number of participants for the class
Space Available for the class
Total number of participants on Waiting List

Report Options

The following report options are available:

Report Options	Description
Sign in Sheet	This option provides a sign-in sheet for the class participants when the PDF output option is selected.
Subtotal by Class	This report will list specific details about a class and provide detailed user information. The results will be grouped by class. This option will not provide a sign-in sheet.

Criteria

You can enter the following criteria:

Resource
Location
Class
Provider

Date Range

You can enter the Class Date.

Report Columns

Header	Description
Course	Name of the course
Date	Date of the class
Location Venue	Venue, City, State of the loation where class is held.
Instructor	Instructor(s) of the class
Participant Name	Last Name , First Name of the participant. “*” is displayed if participant is on waitlist.
Job Role	Job Role Domain (or customized domain option)
Department	Department Domain (or customized domain option)
Date Enrolled	Date participant enrolled for the class
Signature	Place where participant can sign (sign in sheet option only)

Unformatted/ CSV version will also include:

Header	Description
ResourceILT	ResourceILT for the class
ResourceID	ResourceID of the course
Class Date	Class Date of the class
Start Time	Time class starts
TimeZone	Timezone defined for the class
City	City where class is being held
State	State where class is being held
Venue	Venue Name where class is being held
Max Students	Maximum number of students which can be enrolled for the class
Email	Email address of the participant
EmployeeID	Employee ID of the participant
Inst_Designer	Instructional Desginer of the class
Phone Number	Phone number of the participant
Manager Name	Name of the manager of the participant
Status	Status of the class – Not started / Enrolled / Complete
Curricula	List of Curriculas this class/course is part of n(seperated by commas)
Enrollment	Total number of participant enrolled for the class (excludes people on waitlist)
Waiting List	Total number of participant on the waitlist
WaitListFlag	Flag to indicate if participant is waitlisted or not. The value is either 0 or 1.
User Name	UserName of the participant
Domain 1	Domain information about the participant
Domain 2	Domain information about the participant
Available Seats	Number of seats still available for the class

Class Session Schedule Report

The Class Session Schedule Report shows class schedule details. The results will be grouped by the selected report option.

Report Options

The following report options are available:

Report Options	Description
Subtotal By Course	This report will group the results by course.
Subtotal By Class Location	This report will group the results by class location.
Subtotal By Category	This report will group the results by course category.
Subtotal By Instructor:	This report will group the results by class instructor.
Subtotal By Provider	This report will group the results by course provider.
Subtotal By Curriculum	This report will group the results by the curriculum that contains the course.

Criteria

You can enter the following criteria:

Category
Location
Provider
Curriculum
Instructor
Course

Date Range

You can enter the Class Date.

Report Columns

Header	Description
Title	Name of the course/class
Class Date	Date class is held
Start time	Time class starts
Reg. Close Date	Last Date of registration
Location	Location of the class
Venue	Venue where class is held
Instructor	Instructor of the class
Max Students	Maximum students class can take
Available Space	Number of seats available for enrollment
Enrollment	Total number of participant enrolled for the class
Waitlist	Total number of participant on the waitlist

The Unformatted/ CSV version will also include:

Header	Description
ResourceILT	ResourceILT for the class
ResourceID	ResourceID of the course
TimeZone	Timezone defined for the class
EndDate	Date that the class ends
Curricula	List of Curriculas this class/course is part of (separated by commas)
City	City where class is being held
State	State where class is being held
Provider	Provider of the class
Category	Category assigned for the course
Sort Time	Internal field that is used for formatting purposes only

Course Expiration Forecasting Report

This report can be used to view expirations up to 120 days before the previous completion expires. It lists all employees for whom the selected course(s) will be expiring within the selected time-frame.

All report options will include course completions that are expired, and only courses that have a set expiration period will be listed.

Report Options

The following report options are available:

Report Options	Description
Expired Completion	This option will list every employee in the selected audience who has an expired completion.
Completions Expiring within 7 days	This option will list every employee in the selected audience whose completion will expire in 7 days or less or whose completion has already expired.
Completions Expiring within 14 days:	This option will list every employee in the selected audience whose completion will expire in 14 days or less or whose completion has already expired.
Completions Expiring within 30 days	This option will list every employee in the selected audience whose completion will expire in 30 days or less or whose completion has already expired.
Completions Expiring within 60 days	This option will list every employee in the selected audience whose completion will expire in 60 days or less or whose completion has already expired.
Completions Expiring within 90 days	This option will list every employee in the selected audience whose completion will expire in 90 days or less or whose completion has already expired.
Completions Expiring within 120 days	This option will list every employee in the selected audience whose completion will expire in 120 days or less or whose completion has already expired.

Criteria

You can enter the following criteria:

Course
Participant
Manager Hierarchy

Date Range

Date range is not available.

Report Columns

Header	Description
Employee ID	Employee ID of the participant
LastName	LastName of the participant
FirstName	First Name of the participant
Email	Email address of the participant
Domain1	Job Role Domain (or customized domain option)
Domain2	Department Domain (or customized domain option)
Domain3	Domain will vary
Domain4	Domain will vary
Credit Hours	Time specified on Course level
Course Name	Name of the course
Course Status	The status will read “Expired” for any completion that has expired, and it will read “Expiring” for any completion that has not yet expired, but has been placed back on the user’s Development Plan. The status will read “complete” for any status that is not yet expired or expiring.
Completion Date	Completion date of the enrollment
Score	Last score reported for this enrollment
Completion Deadline	Completion Deadline for the course
Days Until Expired	Number of days specified on after which course expires.
Days Past Due	Number of days after expiration
Learning Type	‘Elective’ or ‘Required by Manager’
Price	Price of the course at the time of enrollment

Create Diplomas Report

The Create Diplomas report prints diplomas for a class. The diploma contains Full Name, Address, Course Title, and Class Date information, which can be printed as Certificate. The diplomas will be grouped by class.

Report Options:

There are no report options.

Criteria

You can enter the following criteria:

Course
Class Location
Class

Date Range

Class Date

Report Columns

Header	Description
Participant	First Name Last Name, Title of the participant
Address	Address of the participant
Course	Course Title
Class Date	Date the class is held

Unformatted/ CSV version will also include:

Header	Description
ResourceILT	ID of the Class
ResourceID	Resource ID of the enrollment
Short Description	Description about the course
Provider	Provider of the class
Start Time	Start time of the class
Time Zone	Time zone specified for the class
City	City where class is held
State	State where class is held
Venue	Venue of the class
Max Students	Max allowed participant set for the class
Email	Email of the participant
Job Title	Title of the participant
Organization	Person’s organization domain (or customized domain option)
Manager’s Name	Name of participant’s manager
Manager’s Email	Email address of the participant’s manager
Status	Indicates status as one of the following - “Enrolled” , “Not Enrolled”,“Complete”, “Pass”, “Fail”
Instructor	Instructor of the class
Enrollment	Total enrollment for the class
Waiting List	Number of participants waitlisted
WaitListFlag	1 indicates if participant is waitlisted
Date Enrolled	Enrollment date for the class
User Name	Username of the participant

Create Name Tent Report

This report will print name tags (or name tents) for the class participants. Essentially each participant’s name will be printed in a large font on an individual page.

Report Options

There are no report options.

Criteria

You can enter the following criteria:

Course
Class Location
Class ‎

Date Range

You can select the class date.

Report Columns

The report columns are, as follows:

Name	Description
Participant	First Name Last Name

Unformatted/ CSV only

ResourceILT	ID of the Class
ResourceID	Resource ID of the enrollment
Title	Course Title
Provider	Provider of the class
Class Date	Date of the class
Start Time	Start time of the class
Time Zone	Time zone specified for the class
City	City where class is held
State	State where class is held
Venue	Venue of the class
Max Students	Max allowed participant set for the class
Email	Email of the participant
Phone Num	Phone number of the participant
Manager’s Name	Name of participant’s manager
Manager’s Email	Email address of the participant’s manager
Status	Indicates status as one of the following - “Enrolled” , “Not Enrolled”,“Complete”, “Pass”, “Fail”
Instructor	Instructor of the class
Inst_Designer	Author of the course
Curricula	Curricula under which this class is listed
Domain	Domain information for the participant. Domain information is set up while configuring the report.
Enrollment	Total enrollment for the class
Waiting List	Number of participants waitlisted
WaitListFlag	1 indicates participant is waitlisted
Date Enrolled	Enrollment date for the class
User Name	Username of the participant

Credential Details Report

The Credential Details Report allows the administrator to view all of the details for all credentials loaded into the system.

Report Options

The following report options are available:

Report Options	Description
All	This will list all credentials that are currently in the LMS.
By Completion Date	This option allows you to select a date range and then it will list all credentials that have a completion date within the selected date range.

Criteria

You can enter the following criteria:

Certification
Employee
Manager Hierarchy

Date Range

The following date range options are available:

None for the All Option
Completion date of the credential for the By Completion Date option

Report Columns

Header	Description
Employee Name	First Name Last Name (EmployeeID)
Certification Name	Name of the Credentials
Certification Date	Date employee got certified
Expiration Date	Date of credential expiration
Certificate Number	Details about the credentials
Completion	Status of the credential: Pass Fail Pending
Job Role	Job Role domain employee is assigned. (or customized domain option)
Department	Department domain employee is assigned (or customized domain option)

Curricula Report

The Curricula Report lists the various curricula in the system, displaying the resources in the curricula and the curricula mapping.

Report Options

The following report options are available:

Report Options	Description
Subtotal by Curricula	This option will show all curricula.
Print Only Active Curricula	This report option will only report on active curricula.
Print Only Inactive Curricula	This report option will only report on inactive curricula.

Criteria

You can enter the following criteria:

Curricula
Course ‎

Date Range

There is no date range option.

Report Columns

Header	Description
Curriculum	Title of the curricula along with description below it
Level Desc	Description of the level under which course exists
Course	List the courses under the curricula
Provider Name	Provider of the course
Requirement	Whether course is set as Optional or Required
Pre-requisites	Lists the pre-requisites of the course.
Price	Cost of the course
Audience Mapping	Audience of the curricula

The Unformatted/ CSV version will also include:

Ordinal

Order of the course under the curricula

Data Model Report

This report provides the data model that is used in the Ad Hoc Reporting tool by allowing you to view all of the available data fields. The report will also list the corresponding data source for each field, making it easier to determine which data source will best meet the specific requirements of your ad hoc report.

Report Options

The following report options are available:

Report Options	Description
Column Details	Lists the available columns in the ad hoc reporting tool.
User Criteria Details	Lists the user critieria that is available in the ad hoc reporting tool.

Criteria

You can enter the following criteria:

Group to limit your results to a particular data source(s).
Data View to further refine your results to a specific subset of data.

In the screenshot below, People is the Group criteria. Users, Users with Managers, Login History, Security Lisa, and Credential Details are the Data View criteria.

Date Range

There are no date range options.

Report Columns

For the Column Details Option:

Header	Description
Group	Group under which Data Source exists.
Data View	Data Source with description below the data source
Table Name	Name of the table included in the data view
Column Header	Name of the column in the “Table Name”
Description	Description of the column
Data Type	Data Type of the column (that is, string, numeric, datetime)

For the User Criteria Details Option:

Header	Description
Group	Group under which Data Source exists
Data View	Data Source with description below the data source
Criteria Name	User Criteria Available under the selected data source

Domain Detail Report

This report will show the number of both active and inactive employees in each of your company’s domains. It will also summarize the total number of active and inactive users in your system.

Report Options

The following report options are available:

Report Options	Description
All Domains	This report will list all domains that are in your system and the employees in each of these domains.
Only active domains	This report will only show the domains that are currently active in your system and will list all of the employees in each of these domains.

Criteria

There are no criteria to enter for this report.

Date Range:

There are no date range options available.

Report Columns

Header	Description
Domain Levels	Domain Name following by level
Status	Active or Inactive
# Active Users	Number of active user assigned in the domain level
#Inactive Users	Number of Inactive users assigned in the domain level
Earliest Membership Date	Earliest date when user got assigned in the domain level
Latest Membership Date	Latest date when user got assigned in the domain level

Employee Demographic Report

The Employee Demographic Report lists the domain assignment(s) for each of the system’s users. The report is available in text only.

Report Options

There are no report options available for this report.

Criteria

You can enter the following criteria:

Participant
Manager

Date Range

There are no date range options available.

Report Columns:

Header	Description
Last Name	Last name of the user
First Name	First name of the user
Active Status	User is Active or Inactive
Email Address	Email of the user
User Name	Username of the user
Domain1(..x)	List all the assignment in all the domains defined for the company The number of actual Domain columns will vary based on the number of domains in your system
Domain1(..x) Membrship Date	List all the membership date for the domain for the user

Enrollment Status Report

The Enrollment Status report shows the enrollment (or course) status for each resource in the system.

The report will subtotal enrollments by course and provide a grand total for all enrollments on the report.

Each subtotal will provide:

Total number of enrollments by Course
Percentage of enrollments for this course that are complete
Total Price
Total Time Spent (in hours)
Average Score by Course

The grand total for all enrollments will provide:

Total number of enrollments for all participants
Percentage of enrollments for all participants that are complete
Total price for all participants
Total time spent (in hours) for all participants
Average Score for all participants

Report Options

The following report options are available:

Report Options	Description
Incomplete Only	This option will not show the statuses of Complete, Exempt or Waived.
Subtotal by Course	This option will show all statuses and will subtotal the enrollments by course.
Subtotal by Participant	This option will show all statuses and will subtotal the enrollments by each user.
Subtotal by Domain	This option can be customized for your system to whichever domain(s) you select. It will show all statuses and will subtotal the enrollments by the selected domain.

Criteria

You can enter the following criteria:

Course
Participant
Provider
Manager Hierarchy
Status
Job Role ‎

Date Range

You can enter the Enrollment Date.

Report Columns

Header	Description
Name	Last Name, First Name (Employee Number)
Job Role	Job Role Domain (or customized domain option)
Course	Course Title (LS Number)
Enrollment Date	Date of the enrollment
First Launch	For on-line courses, the date that the course was first launched
Status	Status of the enrollment
Completion Date	Completion date of the enrollment
Price	Price of the course at the time of enrollment
Time Spent	Actual Time (in hours) spent by the participant for his enrollment
Score	Last score reported for this enrollment

Unformatted/ CSV version will also include:

Header	Description
Provider	Course Provider
Media	Course media type
Category	Course Category
Last Name	User’s last name
Employee ID	User’s employee ID
User Name	User’s user name
Supervisor	Name (last name, first name) of user’s supervisor
Supervisor Employee ID	Employee ID of User’s supervisor

Enrollment Status Summary Report

This report shows course completion totals summarized by course or participant.

The report will subtotal enrollments by course and provide a grand total for all enrollments on the report.

Each subtotal will provide:

Total number of enrollments by Course
Percentage of enrollments for this course that are complete (enrollments with a Fail status will also be shown)
Total Price
Total Time Spent (in hours)
Average Score by Course

The grand total for all enrollments will provide:

Total number of enrollments for all participants
Total price for all participants
Total time spent (in hours) for all participants

Report Options

The following report options are available:

Report Options	Description
Subtotal By Course	This report will summarize the course completions and group them by course.
Subtotal By Participant	This report will summarize the course completions and group them by participant.

Criteria

You can enter the following criteria:

Course
Participant
Provider
Manager Hierarchy
Company ‎

Date Range

For the date range, you can enter the Completion Date.

Report Columns

Header	Description
Name	Last Name, First Name (Employee Number)
Job Role	Job Role Domain (or customized domain option)
Course	Course Title (LS Number)
Enrollment Date	Date of the enrollment
First Launch	For on-line courses, the date that the course was first launched
Status	Status of the enrollment
Completion Date	Completion date of the enrollment
Price	Price of the course at the time of enrollment
Time Spent	Actual Time (in hours) spent by the participant for his enrollment
Score	Last score reported for this enrollment

Unformatted/ CSV version will also include:

Header	Description
Course Title	Title of the course
OrderID	Order ID of the enrollment
ResourceID	Resource ID of the enrollment
Provider	Provider of the course
Media	Media Type of the course
Category	Category of the course
Last Name	Last Name of the user
Department	Department Domain (or customized domain option)
Employee ID	User’s employee ID
User Name	User’s user name
Supervisor	Name (last name, first name) of user’s supervisor
Supervisor Employee ID	Employee ID of User’s supervisor

Evaluation Metric Report

The evaluation metric report displays the number of users who have completed the selected evaluation or have an evaluation pending. This report does not print participants’ names.

The results will be grouped based on the selected report option. Summary Information will include:

Total Complete, which is the number of users who have completed the evaluation.
Total Pending, which is the number of users who did not complete the evaluation.

Report Options

The following report options are available:

Report Options	Description
Subtotal By Course	The report results will be subtotaled/ grouped by course.
Subtotal By Category	The report results will be subtotaled/ grouped by course category.

Criteria

You can enter the following criteria:

Category
Course

Date Range

For the date range, you can enter the Evaluation Issue Date.

Report Columns

Header	Description
Resource Title	Course Title (LS Number)
Assessment Description	Name of the evaluation assigned to the course
Category	Category of the course
Domain	Job Role Domain of users who have completed or have evaluation pending (or customized domain option)

Evaluation Details Report

The Evaluation Details Report displays responses to Level 1 course evaluations that were created in the custom text editor. This report does not print participants’ names.

Report Options

The following report options are available:

Report Options	Description
Subtotal By Course	The evaluation responses will be grouped by course.
Subtotal By Category	The evaluation responses will be grouped by course category.

Criteria

You can enter the following criteria:

Course
Provider
Category

Date Range

For the date range, enter the Evaluation Completion Date.

Report Columns

Header	Description
Category	Category of the course
Resource Title	Course Title (LS Number)
Job Role	Job Role Domain of the person filling out the evaluation (or customized domain option)
Date Evaluated	Date person completed the evaluation
Question	Question of the evaluation
Answer	User’s responses

The Unformatted/ CSV version will also include:

Header	Description
Title	Evaluation Title
SurveyID	SurveyID of the evaluation

Goal Summary Report

The Goal Summary report lists goals for selected people or goal, grouped per selected report option. This report includes results of users assigned using a goal template.

Report Options

The following report options are available:

Report Options	Description
Goal Summary by Goal	This report will group the report results by goal.
Goal Summary by Person	This report will group the report results by person.

Criteria

You can enter the following criteria:

Person
Goal

Date Range

There are no date range options for this report.

Report Columns

Header	Description
Goal/Full Name	Goal Summary Option: Name of the goal Goal Summary by Person Option: Name of the person along with list of goals below
Status	Status of the goal. Possible statuses are: 1. Pending Submission 2. Pending Manager Approval 3. Not Started 4. Incomplete 5. Hold 6. Complete
Start Date	Date Goal was started
Target Date	Goal Deadline
Progress	Percentage of completion

Level 1 Evaluation Details Report – (Content Tool)

The evaluation details report displays responses to Level 1 course evaluations. The responses will be summarized based on the selected report option. This report does not print participants’ names.

This report is for evaluations that were created with the Maintain LMS Evaluations tool.

Report Options

The following report options are available:

Report Options	Description
Subtotal By Course	The evaluation responses will be grouped/ subtotaled by course.
Subtotal By Category	The evaluation responses will be grouped/ subtotaled by course category.
Subtotal By Company	The evaluation responses will be grouped/ subtotaled by company (or customized domain option).
Subtotal By Department	The evaluation responses will be grouped/ subtotaled by department (or customized domain option).
Subtotal By Job Role	The evaluation responses will be grouped/ subtotaled by job role (or customized domain option).
Subtotal By Type of User	The evaluation responses will be grouped/ subtotaled by type of user (or customized domain option).

Criteria

You can select the following criteria:

Course
Provider
Category

Date Range

For the date range, enter the Evaluation Completion Date.

Report Columns

Header	Description
Category	Category of the course
Resource Title	Course Title (LS Number)
Company	Company Domain of the person filling out the evaluation
Date Evaluated	Date person completed the evaluation
Question	Question of the evaluation
Answer	User’s responses

Unformatted/ CSV version will also include:

Header	Description
Title	Evaluation Title
SurveyID	SurveyID of the evaluation

Level 1 FeedBack Summary Report – (Content Tool)

The Level 1 Feedback summary report summarizes participants’ responses to evaluation questions per the selected report option. This report displays all possible answers to the question along with a graph indicating percentage of users giving each answer.

This report is for evaluations that were created with the Maintain LMS Evaluations tool.

Report Options

The following report options are available:

Report Options	Description
Subtotal by Class	This report will group the responses by class.
Subtotal by Course	This report will group the responses by course.
Subtotal by Instructor	This report will group the responses by instructor.
Subtotal by Course Completion	This report will group the responses by course completion date.
Subtotal by Class Date	This report will group the responses by class date.

‎Criteria

You can enter the following criteria:

Course
Provider
Category
Class
Instructor

Date Range

The following date range options are available:

Evaluation Completion Date
Course Completion Date (for Subtotal by Course Completion option only)

Report Columns

Header	Description
Course	Resource Title along with Class Description (only for ILT class)
Media	Media type of the course/class
Provider	Provider of the class
Evaluation Title	Name of the evaluation
Instructor	Instructor of the class
Question	Question of the evaluation
Answer	Answers given by all the users
No. of participants	How many user gave the specified answer
Percent	How many percentage of user answered the specified answer

Unformatted/ CSV version will also include:

Header	Description
PersonID	PersonID
ResourceID	ResourceID
Class Date	Class Date for ILT class
Class Time	Class Time for ILT class
ResourceILT	ResourceILT
AStatusID	AStatusID
Category	Category of the course

Level 1 Participant Feedback Report –(Content Tool)

The Level 1 Participant feedback report is a detailed report listing participants’ responses to each evaluation question. This report displays all possible answers per question.

This report is for evaluations that were created with the Maintain LMS Evaluations tool.

Report Options

The following report options are available:

Report Options	Description
Subtotal by Class	This report will group the responses by class.
Subtotal by Course	This report will group the responses by course.
Subtotal by Instructor	This report will group the responses by instructor.
Subtotal by Course Completion	This report will group the responses by the course completion date.
Subtotal by Class Date	This report will group the responses by the course date.

Criteria

You can enter the following criteria:

Course
Provider
Category

Date Range

You can enter the following date range options:

Evaluation Completion Date
Course Completion Date (for Subtotal by Course Completion option only)

Report Columns

Header	Description
Course	Resource Title for online course Resource Title along with Class Description for ILT class
Media	Media Type of the course/class
Provider	Provider of the course/class
Evaluation Title	Name of the evaluation
Instructor	Instructor of the class
Question	Question of the evaluation
Answer	Answers given by all the users
Date	Date the evaluation was completed

Unformatted/ CSV version will also include:

Header	Description
AssessmentID	AssessmentID
PersonID	PersonID
ResourceID	ResourceID
Class Date	Class Date for ILT class
Class Time	Class Time for ILT class
ResourceILT	ResourceILT
AStatusID	AStatusID
Category	Category of the course

Level 3 On The Job Results Report – Content Tool

The Level 3 On the Job Results report is a detailed report listing participants’ responses to questions for a Level 3 evaluation. This report displays all answers given by the users. The results are displayed per question.

This report is for evaluations that were created with the Maintain LMS Evaluations tool.

Report Options

The following report options are available:

Report Options	Description
Subtotal By Course	This report will group the responses by the course.
Subtotal By Participant	This report will group the responses by participant.
Subtotal By Category	This report will group the responses by course category.
Subtotal By Class	This report will group the responses by the class.
Subtotal By Class Date	This report will group the responses by the class date.

Criteria

You can enter the following criteria:

Course
Participant
Provider
Category
Class

Date Range:

Evaluation Completion Date

Report Columns

Header	Description
Category	Category assigned to the course (that is, Subtotal by Category and Subtotal by Course)
Class	Resource Title (that is, Subtotal by Class, Subtototal by Class Date, and Subtotal by Participant)
Name	FirstName LastName
Job Role	Job Role Domain (or customized domain option)
Date Evaluated	Date the evaluation was completed
Question	Question of the evaluation
Answer	Answers

Unformatted/ CSV version will also include:

Header	Description
EvaluationTitle	Title of the evaluation
SurveyID	Evaluation ID
Resource Title	Resource Title (available on Subtotal by Category and Subtotal by Course)
Category	Category assigned to the course (available on Subtotal by Class and Subtotal by Class Date)

Level 3 On The Job Summary Report

The Level 3 On the Job report results summarizes participants’ responses for the Level 3 evaluation. This report displays all answers provided by the users and they are displayed per selected report option. The same information is represented in graph format.

This report is for evaluations that were created in the custom text editor.

Report Options

The following report options are available:

Report Options	Description
Subtotal By Class	The responses will be summarized by class.
Subtotal By Course	The responses will be summarized by course.
Subtotal By Instructor	The responses will be summarized by instructor.
Subtotal By Course Completion	The responses will be summarized by the course completion date.
Subtotal By Class Date	The responses will be summarized by the class date.

Criteria

You can enter the following criteria:

Course
Provider
Category
Class
Instructor

Date Range

You can enter the following date range options:

Evaluation Completion Date
Class Date (for Subtotal by Class Date only)
Course Completion Date (for Subtotal by Course Completion option only)

Report Columns

Header	Description
Course	Resource Title
Media	Media of the course
Provider	Provider of the course
Evaluation Title	Title of the Evaluation (Subtotal by Course Completion only)
Instructor	Instructor for the class (Subtotal by Class, Subtotal by Class Date, and Subtotal by Instructor only)
Question	Question of the evaluation
Answer	All answers given by the user, which does not include comments
No. Of participant	Number of users who completed the evaluation
Percent	Percent of users who answered the specified answer

Unformatted/ CSV version will also include:

Header	Description
Evaluation Title	Title of the evaluation (all except for Subtotal by Course Completion)
Date Completed	Date evaluation was completed
AssessmentID	AssessmentID
PersonID	PersonID
ResourceID	ResourceID
Class Date	Class Date (all except for Subtotal by Course Completion)
Class Time	Class Time (all except for Subtotal by Course Completion)
ResourceILT	resourceILT (all except for Subtotal by Course Completion)
AStatusID	Assessment Status ID
Category	Category of the course

Level 3 Participant Feedback Report

The Level 3 Participant Feedback report is a detailed report listing participants’ responses to each question per the selected option. This report displays all possible answers per question.

This report is for evaluations that were created in the custom text editor.

Report Options

The following report options are available:

Report Options	Description
Subtotal By Class	The responses will be summarized by class.
Subtotal By Course	The responses will be summarized by course.
Subtotal By Instructor	The responses will be summarized by instructor.
Subtotal By Course Completion	The responses will be summarized by the course completion date.
Subtotal By Class Date	The responses will be summarized by the class date.

Criteria

You can enter the following criteria:

Course
Provider
Category
Class
Instructor

Date Range

The following date range options are available:

Evaluation Completion Date
Class Date (for Subtotal by Class Date only)
Course Completion Date (for Subtotal by Course Completion option only)

Report Columns

Header	Description
Course	Resource Title for online course Resource Title along with Class Description for ILT class
Media	Media Type of the course/class
Provider	Provider of the course/class
Evaluation Title	Name of the evaluation
Instructor	Instructor of the class
Question	Question of the evaluation
Answer	Answers given by all the users
Date	Date the evaluation was completed

Unformatted/ CSV version will also include:

Header	Description
AssessmentID	AssessmentID
PersonID	PersonID
ResourceID	ResourceID
Class Date	Class Date for ILT class
Class Time	Class Time for ILT class
ResourceILT	ResourceILT
AStatusID	AStatusID
Category	Category of the course

Login Metric Report

The login metric report lists participants/users who have logged into the LMS within the specified date range.

The number of logins per the selected criteria will be summarized on the report.

Report Options

There are no report options.

Criteria

You can enter various domain values and the selected domains will be customized for each system.

Date Range

You can enter Login Date for the date range.

Report Columns

Header	Description
Custom Domain Title	Custom Domain
Number of Logins	Number of times user logged in for the specified domain
Pct of Total Logins	Percentage of the logins as compared to the total logins displayed on the report.

Unformatted/ CSV version will also include:

Header	Description
Name	Name of the company
Login Date	Date user logged in

Past Due Talent Profile

The Past Due Talent Profile lists all people who are past the Talent Profile due date - either the Employee deadline or Manager deadline.

Report Options

There are no report options.

Criteria

You can enter the Talent Profile Cycle for the criteria.

Date Range

There are no date range options.

Report Columns

Header	Description
Full Name	Last Name, First Name
Status	If profile submission has passed Employee Deadline then status is “Employee Past Due”. If profile submission has passed Manager Deadline then status is “Manager Past Due”.
Last Updated	Date profile was last updated
Last Reviewed	Date profile was reviewed
Deadline	Employee/Manager Deadline

Unformatted/ CSV version will also include:

Header	Description
StructureID	Person Last Name , First Name, Username of the participant
OrderID	Order ID of the enrollment
ReviewedBy	Name of the manager reviewing profile

Performance Plan Report

The Performance Plan report shows all of the goals (based on the selected report option) having a completion deadline within the selected date range. This report also includes goals assigned, as required.

Report Options

You can enter the following report options:

Report Options	Description
Performance Plan by Person	This report will show all of the goals, grouped by person, that have a completion deadline within the selected date range.
Performance Plan by Goal	This report will show all of the goals having a completion deadline within the selected date range.

Criteria

You can enter the following criteria:

Person
Goal

Date Range

You can enter the Goal Completion Deadline for the date range.

Report Columns

Header	Description
Full Name	LastName, FirstName
Title	Goal followed by Task Title
Task Type	Type of the goal which can have one of following values: Target External Training Initiative Resource
Status	Status of the goal: Pending Submission Pending Manager Approval Not Started Incomplete Hold Complete
Start Date	Goal Start Date
Target Date	Completion Deadline
Completion Date	End Date
Progress	Percentage of goals completed

Unformatted/ CSV version will also include:

Header	Description
PersonID	PersonID of the person
GoalDeadline	Deadline of the goal
GoalTemplateID	Goal Template ID

Quiz/Test Questions Details Report (Third Party)

The Quiz/Test Questions Details Report (Third Party) lists the details of participant responses for third party courses. The report gathers data by from the Session Interactions table which is populated by SCORM/AICC Courses.

Report Options

The following report options are available:

Report Options	Description
All Test/Questions	This report will show all questions and responses (both correct and incorrect).
Missed Test/Questions Only	This report will only show test questions and responses that were incorrect.

Criteria

You can enter the following criteria:

Course
Provider
Category
Manager Hierarchy
Participant

Date Range

You can enter the Assessment Date.

Report Columns

Available in Unformatted/ CSV only:

Header	Description
Course	Name of the course
Media	Media Type of the course
Provider	Provider of the course
Name	LastName, FirstName
Interaction ID	Interaction ID of the question send for each question
Answer	Participant’s response to the question
Result	Indicates if answer was correct or incorrect

Quiz/Test questions Summary Report (Third Party)

The Quiz/Test Questions Summary Report (Third Party) summarizes responses for third party courses. The output displays a graph indicating percentage of users giving a particular response.

The total number of responses is displayed per question.

Report Options

The following report options are available:

Report Options	Description
All Test/Questions	This report will show all questions and responses (both correct and incorrect).
Missed Test/Questions Only	This report will only show questions and responses that were incorrect.

Criteria

You can enter the following criteria:

Course
Provider
Category
Manager Hierarchy

Date Range

You can enter the Completion Date.

Report Columns

Header	Description
Course	Name of the course
Media	Media Type of the course
Provider	Provider of the course
Question	Question text
Answer	All answers available
No. Of Participants	Number of participant answering the particular response
Percent	Percentage of participant answering the particular response
Total No. of Responses	Total Number of Responses

Required Course Status Report

The Required Course Status Report reviews the required audience(s) of a course and then lists the users based on the selected option.

Report Options

Report Options	Description
Items On Development Plan	Lists all required courses on a user’s development plan.
Course Completions by Date Range	Lists all of the completions of users in the required audience of the course.
Required Audience	Lists all of the users in the required audience.
Incomplete Only	Lists all the course statuses of the required audience, except for the statuses of waive, exempt, and complete.
Past Due	Lists all of the users who are in the required audience for the selected course(s) and are past due.

Criteria

You can enter the following criteria:

Course
Manager Hierarchy
Participant
Curricula

Date Range

You can enter the Completion Date, which applies only to the Course Completion by Date Range option.

Report Columns:

Only available in unformatted Excel/ CSV:

Header	Description
Employee ID	Employee ID of the user
LastName	Last name of the user
FirstName	First Name of the user
Email	Email address of the user
UserName	Username of the user
Country	Country user belongs to
Domain1	Customized Domain field
Domain2	Customized Domain field
Domain3	Customized Domain field
Domain4	Customized Domain field
Course Name	Name of the course
Provider	Provider of the course
Media Type	Media Type of the course
Credit Hours	Total time spend on the course
Course Status	Status of the course
Completion Date	Date user completed the course
Score	Score
Days Past Deadline	Days after deadline has passed
Manager Name	Name of the manager

Skill Gap Analysis Detail Report

The skill gap analysis detail report gives details about the skill gap per assessment or participant. This report displays the employee skill level as well as required skill level and calculates weighted skill gap along with percent to target.

Information will be grouped per the selected report option.

Report Options

The following report options are available:

Report Options	Description
Subtotal By Participant	The skill gap information will be grouped by participant.
Subtotal By Assessment	The skill gap information will be grouped by assessment.

Criteria

You can enter the following criteria:

Assessment
Participant

Date Range

There are no date range options available.

Report Columns

Header	Description
Assessment Title	Name of the competency
Name	LastName, FirstName of the person who is being rated
Competency	Level of Competency
Question	Displays the question text
Required Skill Level	Bench Mark (target) Skill Level required to be achieved by the employee
Employee Skill Level	Skill Level achieved by the employee
Skill Gap	Difference between Required Skill Level and Employee Skill Level
Weight Factor	Weight assigned to each question
Weighted Skill Gap	Weight Factor * Skill Gap
Percent to Target	Employee Skill Level to Required Skill Level Percentage, which indicates how much percent a person earned out of what is expected. When Skill gap is 0, this value is 100. When Skill gap is greater than 0, this value would be any value between 0 and 100.

Skill Gap Analysis Summary Report

The Skill Gap Analysis Summary Report summarizes the skill gap per assessment. This report displays the employee skill level as well as required skill level and calculates weighted skill gap along with percent to target.

Totals are provided for the following columns per assessment.

Required Skill Level
Employee Skill Level

The average “Percent of target” is also displayed. The grouping will be per assessment or per participant, based on the selected report option.

Report Options

The following report options are available:

Report Options	Description
Subtotal By Participant	The report information will be grouped by participant.
Subtotal By Assessment	The report information will be grouped by assessment.

Criteria

You can enter the following criteria:

Assessment
Participant

Date Range

There are no date range options available.

Report Columns

Header	Description
Assessment Title	Name of the assessment
Name	Last Name, First Name of the person who is being rated
Section	Level of Competency
Required Skill Level	Bench Mark (target) Skill Level required to be achieved by the employee
Employee Skill Level	Skill Level achieved by the employee
Skill Gap	Difference between Required Skill Level and Employee Skill Level
Weight Factor	Weight assigned to each question
Weighted Skill Gap	Weight Factor * Skill Gap
Percent to Target	Employee Skill level to Required Skill Level Percentage, which indicates how much percent a person earned compared to what was expected. When Skill gap is 0, this value is 100. When Skill gap is greater than 0, it would be any value between 0 and 100.

Talent Profile Report

The Talent Profile report shows all of the fields on the Talent Profile and the corresponding information.

Report Option

The following report option is available:

Report Option	Description
Subtotal By Participant	The report information will be grouped by participant.

Criteria

You can enter the following criteria:

Person
Org Chart
Talent Pool

Date Range

There are no date range options.

Report Columns

Header	Description
Name	LastName, FirstName
Talent Profile Field title	Talent Profile Field title
Employee Information	Information that has been entered into the talent profile

Training Hours Report

The Training Hours report lists the total hours spent per selected report option.

Report Options

The following report options are available:

Report Options	Description
Subtotal By Provider	This report will show the total number of training hours grouped by provider.
Subtotal By Course	This report will show the total number of training hours grouped by course.
Subtotal By Participant	This report will show the total number of training hours grouped by participant.
Subtotal By Media	This report will show the total number of training hours grouped by course media type.
Subtotal By Category	This report will show the total number of training hours grouped by course category.

Criteria

You can enter the following criteria:

Category
Participant
Provider
Media
Job Role
Manager Hierarchy

Date Range

Enter the Completion Date.

Report Columns

Header	Description
The name of the Selected Report Option (Course, Media, Participant etc)	Specific Name of Course, Media, Participant, etc.
Hours	Hours spent in “hours”

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