Exception Reporting

Exception filters for Transcript reports are supported with Reporting 2.0. With exception filters, you can opt to include or leave out certain data so that your report gives you the results you need. For example, you can generate a list of every user in the system and find out whether or not they have taken a specific training.

Exception filters are only available to users who have the Reporting 2.0 permissions needed for User, Training, Transcript, Performance, or Development Plan reports.

What Is the Benefit of Exception Filters?

The majority of reports let you combine user data with other data, such as finding out who has taken what training. This makes it difficult to find out who has not taken training or to find other information that is not yet on the user record. Other reports, such as the Training Report, do not contain any user data. Exception filters let you create reports to find the exceptions, i.e., people who have or have not done something.

Exception filters are also incredibly beneficial for compliance purposes. A common use case for reporting is to find out who has and has not completed training. Prior to this enhancement, it was necessary to create two separate reports to obtain this information. Then, the report results needed to be compared in Excel in order to get a complete picture. With exception filters for Transcript reports, you can now get this information in a single report.

What Exception Filters Are Available?

The Exception Filters section has a preset list of standard Training and Transcript fields that are available to use as an exception, such as Training Title.

Where Can I Find the Exception Filters Section?

To use exception filters, you will need to add the Exception Filters section to the Builder tab each time you would like to add exception filters to a new report. To do this:

  1. Make sure you are building a report type that has exception filters available, which includes Transcript, Performance Review, and Development Plan reports.
  2. Make sure you have not added any fields from any other field group to your report, as you will not be able to build an exception report until you have removed these fields.
  3. Click the cog wheel on the Builder tab.
  4. Check the Exception Reports box from the drop-down. The Exception Filters section will now appear on the Builder tab.

How Do I Add Fields to the Exception Filters Section?

You can add fields as exception filters by doing one of the following:

  • Click the box in the Exception Filters section and select a filter from the list. You can enter keywords in the box to search for the filter you need.
  • Drag and drop a field from the Table Columns section to the Exception Filters section.
  • Drag and drop a field from the Data panel to the Exception Filters section.

How Do I Configure Exception Filters?

With exception filters, you can narrow down your report results by finding who has and/or has not taken training.

Just like the filters in the Filters section, you can select an operator for each individual filter and define the value or values for the filters. For example, if you would like to find out which users completed a certain online course, you can:

  1. Add the Training Title exception filter
    1. Select the "is one of" operator
    2. Select the specific training on which you want to report
  2. Add the Transcript Status exception filter
    1. Select the "is one of" operator
    2. Select "Completed" and any other transcript status you would like to include
  3. Add the User Full Name, Training Title, and Transcript Status fields to the report

Properties for Exception Filters

Additional options are available in the Report Properties panel for exception filters.

The following options are available:

  • Exception only - Select this option to only include users who have NOT taken the training.
  • Exception and All - Select this option to include both users who have not taken the training AND who have taken the training.

Select Training Flyout

The Select Training flyout that opens when adding the Training Title field as a filter does not return inactive trainings or old versions of trainings.

Also, when you select an Event in the Select Training flyout, Sessions will not display in the report output. To return results for Sessions, you can use the Training Title filter such as Starts With.