Records Report

Display user data and transcripts for direct and indirect reports.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Track Employees - Employee Records

Grants access to Employee Records, enabling manager to view basic user and transcript data for a single direct or indirect report. This is a manager permission. This permission can be constrained by User's Direct Subordinates.

Note: The User's Direct Subordinates constraint allows administrators to constrain the data that a user can view to only the data for their direct reports. The user will not be able to view their own data with this constraint.

Note: By design, for any Track Employees report permission that is included in the Manager default security role, all of the manager's direct and indirect reports are included in the constraints, even if they are not selected in the permission constraints for the role.

Reports - Track Employee

Filters

  • Choose User - Click the Select option to select the direct or indirect subordinate for the report. To remove the user, click the Delete option , and then select a different user.
  • Display - Check the User Data option to display user record data. Check the Transcript option to display transcript data.
  • Removed Training - This option is unchecked by default. When checked, the report output includes training that was removed from a user's transcript. The report output also includes a new "Removed" column that identifies removed training. If the this option is not selected, then training that has been removed and the "Removed" column do not display in the report output.

Output

  • Printable Version link to view the results in a web page, or Export to Excel link to save/open as an Excel file