Course catalog reports on training and learners

Introduction

For reports on the general progress for training in a course catalog, LMS365 offers reports for learner and training progress that show how learners have completed training and its learning items, and how courses and training plans are completed and passed by learners. 

This guide covers how to create reports that show metrics for training and learners in a course catalog and how to download and understand these two types of reports: related to learner and related to training.

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Creating reports on learners and training

LMS365 allows for the creation of reports for all or specific learners in a course catalog, and all or specific training in a course catalog. In this way, the course catalog admin can view data related to learning progress.

To create a learner or training report:

1) Go to the LMS365 Admin Center > Training Management panel.

2) Select Training Reports.

 

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3) From the opened Training Reports panel, select the relevant values in the checkboxes to customize information to be included in your report.

 

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Learner reports

Configuring learner reports

To create a report based on learners:

1) Go to the LMS365 Admin Center > Training Management panel > Training Reports.

On the opened Training Reports panel, select the relevant values in the checkboxes to customize information to be included in your report.

2) Under Report Type, select Learner.

3) Select the relevant values in Select Scope that determines the next step in the Include Learners section.

From Select Scope drop-down list, select either All Learners or a separate learner you would like to build the report on. The default settings is All Learners.

The set value determines your next step in the Include Learners section:

  • If a separate learner is selected Select Scope drop-down list, the Include Learners section becomes inactive.

 

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  • If All Learners is selected in the Select Scope drop-down list, select the type of learners to include to your report from the Include Learners section: Active Learners, Inactive Learners, or All Learners. 

Active Learners – The default value of the Include Learners section. When Active Learners is selected, the report will include the data of the learners that are currently enrolled in at least one course or training plan in the course catalog. 

Inactive Learners – When Inactive Learners is selected, the report will include the learning progress data of the learners that were unenrolled from all courses and training plans of the current course catalog either by the admins or by themselves, or their account was disabled or deleted in Azure Active Directory, but their data wasn't purged.

All Learners – The report will include both Active and Inactive Learners of the current course catalog.

 

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NOTE   

You may first set the values in the Include Learners section. In this case, the set value of the Include Learners section will define the learner list in the Select Scope drop-down menu. For example, setting Inactive Learners in the Include Learners section, will give you the list of all Inactive Learners in the Select Scope drop-down menu.

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5) In the Start Date field, set the start date for the period in which you would like to include data on attempts made by learner(s). If the field is set, the report will include information for the learner from their first attempt and will show the completed training only. If the field is left empty, the report will include information for the learner from their first attempt and will show all training (Not Started, In Progress, and Completed) the learner is enrolled in.

6) In the End Date field, set the end date for the period in which you would like to include data on attempts made by learner(s). If the field is set, the report will include information for the learner till the time of report creation and will show the completed training only. If the field is left empty, the report will include information for the learner till the time of report creation and will show all training (Not Started, In Progress, and Completed) the learner is enrolled in. 


7) When all the fields are set, select Export to Excel to download the report to your device.

 

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Explanation of the report on learners

The downloaded report will contain the information defined on the Training Report settings.

 

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The learner report includes the following columns:

  • Learner’s Name – Name of the learner.
  • Email – Learner’s e-mail address.
  • Department, City, Office, Country Shows additional details on learners if these are available.
  • Number of Courses The total number of courses and training plans the learner has been enrolled in within the time period configured for the report.
  • Course Name – Titles of courses and training plans the learner is enrolled in within the time period configured for the report.
  • Completion status – Shows the percentage of completed by the learner trainings in the time period configured for the report.
  • Status – Shows the learner's completion status for the different training the learner has been enrolled in within the time period configured for the report.
    • Not Started – The learner has enrolled but has not started the training.
    • In Progress – The learner has started the training but has not completed it yet.
    • Completed – The learner has completed the training.
  • Date & Time Completed – Shows the date and time when the training was completed. 
  • CEUs – Number of Continuing Education Units acquired by the learner for completion of a separate training.
  • Course Requirement - Shows if the course or training plan is required or optional.
  • Enrollment Date – Date and time of the learner’s enrollment in a training (date and time are set according to the regional settings of the current site).
  • Course Type – Shows the training type: Training Plan, e-Learning, Instructor-Led Training.
  • Course ID – If the course or training plan has an ID, this value will be shown in this field.
  • Course URL – Shows URL of the training.
  • Category – Shows the category or categories of the training if it was set.
  • Course Duration – If a duration is set for the training, this will be shows in this column.

For the Instructor-Led Training, information about course sessions is displayed in the columns:

  • Start Date – Date and time the onsite or virtual session starts.
  • End Date – Date and time the onsite or virtual session ends.
  • Time Zone – Time zone selected for the session.
  • Location/Meeting URL – Shows room or meeting URL of the session.

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Training reports

Configuring training reports

To create a report based on training:

1) Go to the LMS365 Admin Center > Training Management panel > Training Reports.

On the opened Training Reports panel, select the relevant values in the checkboxes to customize information to be included in your report.

2) Under Report Type, select Training.

3) From the Select Scope drop-down list, select either All Training or a separate training you would like to build the report on. The default setting is All Training.

The set value in Select Scope determines the steps in the Include Training section:

  • If you select All Training, you need to select the relevant training type in the Include Training section: Active Training, Deleted Training, or All Training.

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  • If you select a separate training, the values in the Include Training section will become inactive.

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NOTE   

You may first set the values in the Include Training section. In this case, the set value of the Include Training section will define the training list in the Select Scope drop-down menu. For example, setting Deleted Training in the Include Training section, will give you the list of all Deleted Training in the Select Scope drop-down menu.

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4) From the Include Learners section, select the checkbox of one of the options:

  • Active Learners – The default value of the Include Learners section. When Active Learners is selected, the report will include the data of the learners that are currently enrolled in at least one course or training plan in the course catalog. 
  • Inactive Learners – When Inactive Learners is selected, the report will include the learning progress data of the learners that were unenrolled from all courses and training plans of the current course catalog either by the admins or by themselves, or their account was disabled or deleted in Azure Active Directory.
  • All Learners – The report will include both Active and Inactive Learners of the current course catalog.

5) The Include Training section depends on the set Select Scope value.

  • If All Training in the Select Scope field is selected, select the relevant training type of trainings to build the report on from the Include Training section: Active Training, Deleted Training, or All Training (the report will include both Active and Deleted Training).
  • If a separate training selected in the Select Scope field, the Include Training section is inactive.

6) In the Start Date field, set the start date for the report. Start date is based on the training completion date and will, therefore, include training that is completed after the date set. If the field is left empty, the report will include information for the training from its publishing.  

7) In the End Date field, set the end date for the report, if required. End date is based on the course completion date and will, therefore, include training that is completed prior to the set date. If the field is left empty, the report will include information for the training till the time of report creation.  

8) When all fields are set, select Export to Excel to download the report to your device.

 

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Explanation of the report on training

The downloaded report will contain the information defined on the Training Report settings.

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The training report includes the following columns:

  • Course Name – Shows the Course/Training Plan Name.
  • Number of Learners – Shows the number of currently enrolled learners.
  • Learner’s Name – Shows name of learners that are enrolled into the training.
  • Email – Shows email address of learners that are enrolled into the training.
  • Completion status – shows the percentage of enrolled learners who completed the training.
  • Status – Shows completion status for the individual learners.
    • Not Started – The learner is enrolled but has not started the training.
    • In Progress –The learner has started the training but has not completed it yet.
    • Completed – The learner has completed the training.
  • Date & Time Completed – shows date and time of when individual learners completed the training (for completed courses/training plans).
  • CEUs – Number of Continuing Education Units assigned to the individual learner for course/training plan completion.
  • Department, City, Office, Country – Additional details about enrolled learners if there are any.
  • Course requirement – Shows whether the training is required or optional.
  • Enrollment Date – The date and time of the individual learner’s enrollment into a training (date and time are set according to the regional settings of the current site).
  • Course Type – Shows training type (Training Plan, e-Learning, Instructor-Ler Training).
  • Course ID – If the course or training plan has an ID, this value will be shown in this field.
  • Course URL – Shows URL of the training.
  • Category – Shows the category or categories of the training.
  • Course Duration – If a duration is set for the training, this will be shows in this column

For the Instructor-Led Training, information about course sessions is displayed in the columns:

  • Start Date – Date and time the session starts.
  • End Date – Date and time the session ends.
  • Time Zone – Time zone selected for the session.
  • Location/Meeting URL – Shows room or meeting URL of the session.

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