Training Progress Summary Pie Chart Report

Display the percentage of users with certain statuses for a particular training item.

Criteria

Feature Description
Date Criteria

Select the date range for the report from the drop-down list or enter specific dates in the From and To fields. Note: Date Criteria is always implemented using UTC (Coordinated Universal Time).

  • When selecting an event learning object (LO), you can filter your results based on a date range for the session start date. If a date range is selected, then only sessions that match the selected date criterion may be included in the report output. The event does not appear in the report output. If no date range is selected, then the event and all available sessions for the event may be included in the report output.
  • For all LOs except events and sessions, results are filtered based on a Requested or Assigned date range.
User Criteria

Select a user or a group of users that may be included in the report. This criterion applies to the users who will appear in the report output. You may choose one or more individual users as well as entire organizational units (OUs) or Groups. Depending on the constraints of the report permission, the user running the report may only be able to view users for the organizational units to which they are constrained.

If this field is left blank, then the report checks the user's permission constraints and returns results for all users who are within the report permission constraints. If the user has no permission constraints, then the report returns results for all users.

Advanced Criteria Training Title

Filter the report by a specific training title. The report output returns online course attempt results for the selected training. Note: When an event LO is selected, the event and the corresponding sessions may be included in the report output. See the Date Criteria section above for additional information.

Transcript Status

Check the box to include users who do not have this training item on their transcript or have not activated the training item.

Note: It is important to note that the data returned in the report is dependent upon the constraints placed on the permission for this report. For example, you may not be able to view all users who have the training in a certain status because you are constrained to viewing only users in a certain Division Organizational Unit (OU), Location OU, etc.

User Status Check the box to include inactive users in the report output.
Equivalent Training* Include users who have completed equivalent courses Select this option to display the equivalent training title for users who have acquired a Completed (Equivalent) status through completing an equivalent course.
Only include user transcript records for the training selected When selected this option is selected, the report does not include the user transcript record for the equivalent course. This option is unselected by default.
Include Removed Training Check the box to include training that was removed from the transcript.
ILT Training (This field allows users to exclude events and sessions or exclude events only or sessions only.) Events and Sessions This option is selected by default. When selected, both transcript records for both events and sessions are included in the report output.
Events Only When this option is selected, the report output only includes transcript records for events.
Sessions Only When this option is selected, the report output only includes transcript records for sessions.

Search

Click Search to run the report. This refreshes the page and displays the results below the criteria.

Output

  • The report will generate on the page as an inline report. To see additional details by user, click on the Details icon.
  • Printable Version link to view the results in a web page, or Export to Excel link to save/open as an Excel file
  • Clicking on a section of the pie chart will refresh the page showing a new pie chart with the breakdown of user's training statuses. The Search Results table will be refreshed to show only the users with the statuses that fall under that status category.
  • In the detailed view, a View All Statuses link appears next to the pie chart. Clicking on this link refreshes the page to show the summary of all status categories, which is the default view.

Note: Users who are in a Not Available status, as a result of being proxy enrolled into an LO that is configured to have an available date, are included in the Registered/Not Started segment of the pie chart.

*Equivalent Training Use Cases

Use Case 1: Both Equivalent Training Options Selected

  1. Training A and Training B are set as equivalents.
  2. 10 users have Training A on their transcript in a Completed status.
  3. Training B is assigned to 15 users:
    • 10 of these users have Training A on their transcript; therefore, 10 of the 15 users get a Completed (Equivalent) status for Training B.
  4. The other 5 users complete the training and get a Completed status for Training B.
  5. Tom Jones is an Learning administrator and runs the Training Progress Summary Pie Chart report for Training B for all 15 users.
  6. He selects the existing option to: Include users who have completed equivalent courses in the report.
  7. He also selects the option to: Only include user transcript records for the training title selected, do not show transcript records for the equivalent course.
  8. The report output will show 15 transcript records, and will display the user transcript records for Training B for the 5 users who have completed the training (Status = Completed) and the 10 users who have completed the equivalent (Status = Completed Equivalent).

Use Case 2: Only the 'Include users who have completed equivalent courses' Option Is Selected

  1. Training A and Training B are set as equivalents.
  2. 10 users have Training A on their transcript in a Completed status.
  3. Training B is assigned to 15 users:
    • 10 of these users have Training A on their transcript; therefore, 10 of the 15 users get a Completed (Equivalent) status for Training B.
  4. The other 5 users complete the training and get a Completed status for Training B.
  5. Tom Jones is an Learning administrator and runs the Training Progress Summary Pie Chart report for Training B for all 15 users.
  6. He selects the existing option to: Include users who have completed equivalent courses in the report. He does not select the option to: Only include user transcript records for the training title selected, do not show transcript records for the equivalent course.
  7. The report output will show 25 transcript records:
    • 5 records for the users who completed Training B.
    • 10 records for Training B for the users who completed the equivalent course (Status = Completed Equivalent).
    • 10 records for Training A for the users who completed the equivalent course (Status = Completed). Note: These are the same users as 5b.