Training Unit Redemption Report

The Training Unit Redemption Report tracks training units redeemed by users. This report is located in the Training section of Standard Reports. If a purchase is made using a custom payment type, then the custom payment type appears within the report as a cost center.

Criteria

Filter Name	Description
Date Criteria	Select the date range for the report. Only training units redeemed within the date criteria are displayed. Note: Date Criteria is always implemented using UTC (Coordinated Universal Time).
User Criteria	Select the users to include in the report. Only training units redeemed by the selected users are displayed.
Advanced Criteria	The following options are available in the Advanced Criteria section: Training Title - Select a specific training title on which to report. Provider - Select a specific provider on which to report Group By - This option allows you select whether or not to group the report results. "None" is selected by default and displays the results chronologically. Select "Currency" to group the results chronologically by currency. Grouping by currency also displays totals at the bottom of each currency group.
Currency Options	The following options are available in the Currency Options section: Display monetary value - Select the Check to display training units monetary value option to display the equivalent monetary value of a training unit, both raw and converted. Filter By - Select an active currency with which to filter the training units. Only one currency can be selected per report. Convert To - Select an active currency by which to convert the training units. Select one of the following exchange rate options: Client - This option converts the training unit monetary value using the client's current exchange rate for the currency. Cornerstone - This option converts the training unit monetary value using the system's current exchange rate for the currency. Numeric Text Field - This option allows you to enter an exchange rate.

Output

• Transaction ID - This column displays a Cornerstone generated code for each transaction.
• Purchase Date - This column displays the date the training units were redeemed.
• Name - This column displays the redeemer's name.
• Provider Name - This column displays the training provider.
• Training Title - This column displays the training title.
• Training Unit Type - This column indicates the following types of training unit purchases:
  • Keycode - This training unit purchase type is a key code purchase via the Training Unit tab in My Account.
  • Distributable - This training unit purchase type is a training unit purchase via the Distribute Training Units page. This is an existing training unit purchase type.
  • Personal - This training unit purchase type is a training unit purchase via the Training Unit tab in My Account or as a result of purchasing training units when the user's existing training unit amount was insufficient to purchase training items in their shopping cart.
• Keycode - This column displays the key code.
• Training Unit Amount - This column displays the number of training units used to redeem the training.
• Equivalent Monetary Value (Raw) - This column displays the training unit's raw equivalent value and the currency into which the value is converted.

If the user's training units are assigned, then the equivalent monetary value is calculated using the following formula: OU Monetary Value (at time of assignment) * Number of Training Units.

If the user's training units are purchased, then the equivalent monetary value is calculated using the following formula: (OU Monetary Value (at time of purchase) - Coupon Discount - Bundling Discount) * Number of Training Units.

Example

• On 08/08/2012, a user purchases a key code with 100 training units. The training units have a monetary value of $600 USD and are purchased with a 10% coupon code discount and a 10% bundling discount. On 08/09/2012, 100 training units are added to the key code and have a monetary value of $700 USD.

The user redeems all 200 training units on 08/10/2012. The raw equivalent monetary value is calculated using the following formula: (600*100*.90*.90) + (100*700) = $118,600.00 USD.

• Equivalent Monetary Value (Converted) - This column displays the training unit's converted equivalent value. The value is calculated using the following formula: Training Unit Monetary Value Raw * Conversion Rate (at time of purchase). If the conversion rate is not available that was used at the time the training units were purchased, then the current conversion rate is used.

Example 1

• At the time of purchase, 1 training unit equals $1 USD or 7.8 HKD (Hong Kong Dollar). However, at the time the report is created, 1 training unit equals $1 USD or 7.9 HKD. The converted equivalent monetary value is calculated using the value at the time of purchase.

Example 2

• On 08/08/2012, a user purchases a key code with 100 training units. The training units have a monetary value of $600 USD and are purchased with a 10% coupon code discount and a 10% bundling discount. One 08/09/2012, 100 training units are added to the key code and have a monetary value of $700 USD. On 08/11/2012, 100 training units are added to the key coded, but the monetary value is disabled.

The user redeems all 300 training units on 08/11/2012. The converted equivalent monetary value is calculated using the following formula: (600*100*.90*.90) + (100*700) + 0 = $118,600.00 HKD.

Note: The Equivalent Monetary Value (Raw) and Equivalent Monetary Value (Converted) columns only appear in the report output if the Display monetary value option is selected in the Currency Options section.

Note: If a coupon is applied when purchasing training units, the value in the Equivalent Monetary Value columns is calculated using the following formula: Training Unit Monetary Value at Time of Assignment/Purchase - Coupon Code Discount = Equivalent Monetary Value.

Grouped by None

Output - Grouped by Currency