Reporting Fields - Learning

The following enhancements have been made to Learning Reporting:

  • New Reporting 2.0 Report Type: Provider and Instructor Report
  • Additional Filters for Certification Approval History Report
  • Null Value Support for Training Custom Fields
  • Required Training Reporting

New Reporting 2.0 Report Type: Provider and Instructor Report

With this enhancement, we have added a new report type called Provider and Instructor. This report includes the following fields:

Field Name Field Description Field Type
Instructor Name Full name of the instructor (Last Name, First Name) Text
Instructor GUID Unique system-generated ID of instructor. This ID is generated for both internal and external instructors. Text (GUID)
Instructor Email Email address of the instructor Text (GUID)
Location Location of the instructor Text
Phone Phone of the instructor Text
Instructor Active for Vendor Displays whether the instructor is active Text (Y/N)
Instructor First Name First name of the instructor Text
Instructor Last Name Last name of the instructor Text
Training Provider Name of the provider Text
Training provider active Displays whether the provider is active Text (Y/N)
Provider Contact Contact name of the training provider. Text
Provider Phone Contact phone number of the training provider Text
Provider City City of the provider Text
Provider Location Address 1 Address 1 information for the provider Text
Provider Location Address 2 Address 2 information for the provider Text
Provider Mailstop Mailstop information for the provider. Text
Provider State State for the provider. Text
Provider Zip Zip code for the provider. Text

Additional Filters for Certification Approval History Report

Additional filtering options simplify the configuration of the Certification Approval History report type, allowing users to selectively capture specific certification approval history records.

Users can now filter by:

  • Request Date
  • Request Type
  • Decision
  • Decision Date
  • Organizational Unit
  • Certification Title

Null Value Support for Training Custom Fields

Previously, when a Training custom field was configured to be editable on the Transcript and its value was a blank value (null) on the Transcript, Reporting 2.0 erroneously retrieved the value set on the learning object (LO) in the Course Catalog instead of returning the null value, resulting in misleading reports.

With this enhancement, when a Training custom field is configured to be editable on the Transcript and its value is a blank value (null) on the Transcript, Reporting 2.0 correctly returns the Transcript's null value for the custom field instead of defaulting to the value from the Course Catalog.

See Reporting 2.0 - Null Value Support for Training Custom Fields.

Required Training Reporting

When creating reports that include assignment information (Assignment, Transcript, Curriculum Transcript, Transcript & Performance report types), the following new fields are available:

field name Section & Sub-Section Field Type (numeric, text, date) Value (if applicable)
Assignment Is Set As Required? Assignment Text Text (Y/N)
Assignment Requirement Assignment​ Text Text
Assignment Requirement ID Assignment Text Text
Assignment Category Assignment​ Text ​ Text
Assignment Category ID Assignment​ Text​ Text
Requirement Assign Date Required Training Date Date
Requirement Category Required Training Text Text
Requirement Category ID Required Training​ Text Text
Requirement Fulfilled Required Training​ Text Text (Y/N)
Requirement ID Required Training​ Text Text
Requirement Title Required Training​ Revert is allowed Text

Resources

Click here to access the Reporting 2.0 Feature Focus playlist.

Implementation

This functionality is automatically enabled for all organizations using the Reporting 2.0 module.

Permissions

For more information about Reporting 2.0 permissions, see the following:

  • Permissions in Reporting 2.0 - This provides detailed information about Reporting 2.0 permissions.
  • Permissions List - This provides the list of permissions and their relationships so that you know which permissions users need to have to create and view reports.