Training Demand Forecast Accuracy Report

The Training Demand Forecast Accuracy report compares a training plan forecast with transcript data.

To access the Training Demand Forecast Accuracy report, go to Reports > Standard Reports. From the Training tab, click the Training Demand Forecast Accuracy Report link.

Criteria

Filter Name	Description
Training Plan Template	Click the pop-up icon to select a training plan. This is a required field.
Training(s)	Click the pop-up icon to select one or more training items. "All Training" is selected by default.
Subject(s)	Click the pop-up icon to select one or more subjects. "All Subjects" is selected by default.
Training Purpose	Select a training purpose from the drop-down. Only training purposes that are available for the administrator to view appear in the drop-down.
Training Category	Select a training category from the drop-down. Only training categories that are available for the administrator to view appear in the drop-down. Note: Training categories are associated with training purposes and are configured in Training Purpose Administration.
Chart Display	Select the Users, Costs, or Hours option to filter by the estimated number of users, training cost, or number of hours, as configured on the training plan.
User Criteria	Limit transcript results to the users matching the specified user criteria by selecting the criteria from the drop-down. Note: User Criteria only applies to transcripts; only the transcripts of the selected users are utilized in the report.
Date Criteria	Use the drop-down to select filter criteria that displays training added to a user's transcript during a specific date range. You can also use the calendar fields to configure a date range. For non-ILT learning objects (LO), the filter is applied to the date on which the training was added to the transcript. For events and sessions, the filter is applied to the session start date. If the user has only the event on their transcript, the report filters by the date the event was added to the transcript. If date criteria are not provided, then by default, the report filters by the date on which training is added to the transcript between the training forecast period start and end date. The start and end dates for the year options in the drop-down are as follows: This Year - January 1 of the current year through December 31 of the current year. Last Year - January 1 one year before the start date of the current date's year through December 31 one year before the end date of the current date's year. Next Year - January 1 one year after the start date of the current date's year through December 31 one year after the end date of the current year. The transcript items that display in the report output are pulled from the Active tab. Transcript items on the Completed or Archived tab are not included. Note: Date Criteria is always implemented using UTC (Coordinated Universal Time).
Training Type	Select the training type and language. "All Languages" is selected by default in the Languages drop-down.
User Status	Select this option to include inactive users that matched the criteria for the selected training plan.
Include Removed Training	Select this option to include the results for users that matched the criteria for the training plan but had the training removed from their transcript.
User Custom Fields	Select from all available User Record custom fields. This section is collapsed by default.
Training Custom Fields	Select from all available Training custom fields. This section is collapsed by default.

Output

The report output displays in a graphical view and as a table of results. Depending on the selection in the Chart Display field, the graph displays the User, Cost, or Hours chart.

For each category, Total, Planned, or Unplanned, the graph breaks the bar down into slices based on the transcript status. Each bar can be clicked to view the Training Progress Pie chart for that user population. Note: Selecting a slice changes the border color of the slice to light blue.

Users

The following displays on the axes of the Users chart:

• Y-Axis - The number of users.
• X-Axis - The number of transcript items that matched the criteria, as follows:
  • Total Forecasted in Training Plan- Total number of users forecasted in the training plan that match the report criteria.
  • Total on Transcript -The total number of items that were forecasted to be added to the transcript plus the total number of items that were added to the transcript but were not forecasted.
  • Forecasted and on Transcript -The number of transcript items forecasted in the training plan.
  • Not Forecasted and on Transcript -The number of transcript items that were not forecasted but are in the training plan.

Costs

The following displays on the axes of the Costs chart:

• Y-Axis - The cost amount.
• X-Axis - The total cost of training items added to the transcript that matched the criteria, as follows:
  • Total Forecasted in Training Plan - Total cost for all the trainings forecasted in the training plan that match the report criteria.
  • Total on Transcript - The total number of items that were forecasted to be added to the transcript plus the total number of items that were added to the transcript but were not forecasted.
  • Forecasted and on Transcript - The number of transcript items forecasted in the training plan.
  • Not Forecasted and on Transcript - The number of transcript items that were not forecasted but are in the training plan.

Hours

The following displays on the axes of the Hours chart:

• Y-Axis - The number of hours.
• X-Axis - The total number of hours of transcript items that match the criteria to determine whether they were planned or not planned:
  • Total Forecasted in Training Plan - Total number of hours forecasted in the training plan that match the report criteria.
  • Total on Transcript - The total number of items that were forecasted to be added to the transcript plus the total number of items that were added to the transcript but were not forecasted.
  • Forecasted and on Transcript - The number of transcript items forecasted in the training plan.
  • Not Forecasted and on Transcript - The number of transcript items that were not forecasted but are in the training plan.

Report Details

The Report Details table displays the search results selected in the Show Results drop-down. "All Results" is selected by default. The following additional filter options are available:

• Forecasted and not on Transcript - Displays items that were forecasted but not found on the transcript.
• Forecasted and on Transcript - Displays items that were forecasted and were on the transcript.
• Not forecasted and on Transcript - Displays items that were not forecasted but were on the transcript.
• All items on Transcripts - Displays all transcript items in the report.

By default, the results are sorted by Type, then Plan Title, and then Training Title. All columns in the table are sortable.

Field Name	Description
Type	The following are the possible values: Forecasted and on Transcript: The training need was identified in the training plan AND the user has the item on their transcript (for the period taken into account). Forecasted and not on Transcript: The training need was identified in the training plan BUT the user does not have the item on their transcript (for the period taken into account). Not forecasted and on Transcript: The training need was NOT identified in the training plan BUT the user has the item on their transcript (for the period taken into account).
Plan Title	The title of the training plan.
Forecasted Type	The type of OU forecasted in the training plan into which the user falls.
Forecasted OU	The actual OU forecasted in the training plan into which the user falls.
User ID	The user ID.
User Full Name	The user's last name, first name.
Training Title	The title of the LO.
Training Date	For non-ILT LOs, the column displays the date on which the training was added to the transcript. For events and sessions, the column displays the session start date. If the user only has the event on their transcript, the column displays the date the event was added to the transcript.
Cost Paid	If the training does not have an associated cost, the value is zero. If the training has an associated cost, the value is the cost of the training, either purchased by the user or cost center.
Type of Training	The LO type.