Compliance Tracking - Custom Transcript Report

This custom transcript report will provide the information necessary to ensure students have complied with training requirements.

Fields to Select

Section Field
User Full Name
ID
Position
Training Title
Type
Transcript Completion Date
Due Date
Required
Score
Status

Sort/Summarize

Field
Sort by Training Title
Then by Transcript Status

Filter

Field Operator Value Outcome
Training Title Is equal to Enter the training title Select this filter to limit report results to a specific learning object.
Desired OU(s) Various Various Select this filter to limit report results to a single or multiple OUs, or, choose not to use a filter if you want to review all results.

Schedule Report

Field Entry
Title As desired.
Share Report Set availability of report as desired. Report results will adhere to each user's constraints for Custom Transcript Reports – View permission.
Schedule Report If desired, set the report to automatically refresh and update the data on a set schedule. This is useful when running a report daily, weekly, or monthly.
Report Delivery Report Delivery options are only available if the report is set to run on a recurring basis. Select to send a copy of the report to your stored email address every time it runs or to deliver a copy of the report to drop off location set up in Report Delivery Preferences.