Training Status Summary Report

Display training progress information for your direct reports. The data filters refer to the date the training was requested/assigned (except for Events/Sessions, in which case the filter refers to the session start date for the event that to which the user is assigned).

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Track Employees - Training Status Summary Report

Grants access to Employee Training Status Summary Report, which displays transcript status of all training for a manager's direct reports, and allows the manager to view the transcript details for any learning object listed on the report. This is a manager permission. This permission can be constrained by Employee Relationship and User's Direct Subordinates.

Note: The Employee Relationship constraint allows administrators to constrain the permission to a user’s custom employee relationship. For example, an administrator can select to restrict the Matrix Manager relationship to viewing user data for users who have that Matrix Manager indicated on their user record.

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

  • Date Criteria - click on calendar icon or enter a Date range (From/To) in the field. Note: Date Criteria is always implemented using UTC (Coordinated Universal Time).
  • Training Type - Check each training type to include it in the report.
    • From the drop-down list, select the appropriate languages to only include training items that are available in the selected languages. At least one language must be selected. When multiple languages are selected, the report includes LOs that match one of the selected languages as well as the other criteria. At the top of the drop-down list, all selected languages are displayed. The drop-down list only displays the languages that are available to the user. Select the All Languages option to select all available languages.
  • Options:
    • Hide Archived Training - check to hide archived training
    • Include Indirect Subordinates - check to include indirect subordinates. Note: For users who have been given permission to run this report via the Shared Permissions functionality, this box must be checked in order for report data to display on the delegated/shared users.
  • Display:
    • All Training - check to include all training
    • Assigned Training - check to include assigned training
  • Include Removed Training - check to include training that was removed from users transcript


Registered/Not Started - red bar displaying the number of training items with the following statuses:

  • Pending Approval
  • Approved
  • Denied
  • Cancelled
  • Exception Requested
  • Waitlisted
  • Waitlist Expired
  • Registered
  • Registration Pending
  • Pending Prerequisite
  • Or any of the above status with Past Due appended

In Progress- blue bar displaying the number of training items with the status:

  • In Progress

Completed - green bar displaying the number of training items with the following statuses:

  • Completed
  • Pending Evaluation
  • Pending Acknowledgement

Incomplete - yellow bar displaying the number of training items with the following statuses:

  • No Show
  • Withdrawn
  • Incomplete
  • Failed
  • Or any of the above statuses with Past Due appended

Past Due - brown bar displaying number of training items with the following statuses:

  • Past Due
  • Or any of the above statuses with Past Due appended

Removed - purple bar displaying the number of training items that have been removed from the user's transcript.

Exempt - brown bar displaying the number of training items with the status:

  • Exempt

Clicking on a status bar for a particular user will filter the search results to only display records for that user that fall in that status category in the Search Results table. The bar graph, however, will not change. Clicking on the View All Status link next to the bar chart will show all the search results that meet the search criteria (without limiting it to one user and one status).

  • For example, clicking on the Completed section of a particular user will refresh the page showing the same bar graph but a with different search results table.
  • In the detailed view, a View All Statuses link appears next to the bar graph. Clicking on this link refreshes the page to show the summary of all status categories, which is the default view. Please see Example 1.
  • Click on the Show Stacked checkbox, the page will refresh to show a stacked count version of the bar graph. Please see Example 2.

Example 1: View All Statuses link

Click on the View All Statuses link to return to the default view.

Example 2: Show Stacked Version

Click on the Show Stacked checkbox to view the bar graph in the Stacked Version

Output

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

Considerations

This report should not be delegated, as it is designed to only show the user's own subordinates in the results. If the report is delegated, the user to whom it is delegated will not see the delegating user's subordinates in the output.