Manager: Running Reports

As manager, you can run reports to see your employees’ activity and their training history.

There are two main types of reports, Basic and Advanced. You can build reports using the course and learner data of your employees. You can run the reports to download immediately. You can save and schedule some Basic reports. That feature is not as yet available for Advanced reports.

Note: Newly-assigned managers can encounter temporary delays, the first time they run a basic course status report. If the delays persist contact the LMS Administrator at csc@gov.ky.

Running a Basic Report

To see the basic reports available for your portal:

1. From the primary navigation, select Reports > Create report to open the report type menu.
2. From Basic Reports, select a report type.

When you run a basic report, you get an onscreen display version for quick review, and an option to download to CSV or PDF.

Downloaded basic reports are more complete and detailed than onscreen displays, with more columns of data. If you're new to basic reports, download samples of each report to find out what's available. You may see some or all of the following:

• Course Status: how many learners have reached which statuses for a course
• Course Modules: statuses of each module, along with started and completed timestamps
• Course History: record of enrollments for a specific learner
• Learning Paths: status of learners on a learning path
• Certifications and Credits: record of recognitions given for a course, learning path, or user
• External Trainings: report on any external training your learners record in CSC Online
• Exams: review of exam answers, provided in charts or transcripts
• Survey: review of survey answers, provided in charts or transcripts
• SCORM Exams/Interactions: for modules that report interaction data, report on module-specific interaction data
• Tin Can Exams/Interactions: for modules that report interaction data, report on module-specific interaction data
• Gamification: achievements of levels by individuals and groups

Running a Basic Report: Example – Course Status Report

The Course Status report shows you all the learners enrolled on a specific course. This is good, for example, for checking completion rates for compliance courses.

1. From primary navigation (see LMS navigation guide), select Reports > Create report.
2. From Basic Reports, click the + button beside Course Status report.
3. Select the course(s) to include in your report.
4. You do not have to select any other fields. All that’s needed to run the report is selecting at least one course. You can use the other fields to filter your report (including Custom User Data filters).
5. Select Run Report.

After running the report once you can:

• edit the filters to change the results, and select Run Report to repeat the run
• select Reset Filters to start over
• select Export to CSV or Export to PDF to download a complete report
• select Schedule to run the report daily, weekly or monthly.

Note: In the report, the Enrolled date is the date a learner is enrolled on a course by an admin, by a manager, or by self-enrollment. The Started date is the date the learner selected the course Start button.

Schedule a Basic Report

1. After running the report (see example above), click the Schedule button.
2. Give the report a title and choose to send the report Daily, Weekly or Monthly.
   • For Weekly or Monthly, select the day or date respectively.
3. Click Create.

Note: To edit the report, click the 3 dots to the right of the report and select Edit.

Running a Basic Report: Example – External Training

You can use the External trainings report to view the external (not offered through the LMS/attended outside of CIG. E.g., conferences). This report can only be run for one employee at a time.

1. From primary navigation (see LMS navigation guide), select Reports > Create report.
2. From Basic Reports, click the + button beside External trainings report.
3. Select the user for whom you want to run the report.
   • You do not have to select any other fields. All that’s needed to run the report is selecting the user. You can use the other fields to filter your report.
4. Select Run Report.

After running the report once you can:

• edit the filters to change the results, and select Run Report to repeat the run
• select Reset Filters to start over
• select Export to CSV or Export to PDF to download a complete report

Running an Advanced Report

The advanced report available is the Progress report. It provide highlights for quick review: see the "headline" numbers at the top of each report.

Note: For a Progress report, you can select up to 100 courses for the report, or leave the field empty to report on all courses.

1. From main navigation go to Reports > Create report.
2. From Filters, select the filters you need.
3. Select Report Layout to set layout options:
   • Select columns from Available Data to add to Your Report
   • Remove columns from Your Report by selecting X on the column name
   • Drag and drop columns to change their display order
4. When complete, select Create report. 

Example results:

You can export the report or edit it to add other/more filters.