How to Create a Completion Report, In Progress Report and Other Examples in CompliLearn
CompliLearn Enrolment Reports
Completion Report – All Courses
Purpose: Reporting on completion of training for all users assigned to a course or courses in the portal. Filter the report by:
- User Status = Active
- Type = Course (and/or Awards if searching for Award completions and Interactive - particularly relevant if you have not bundled Ideagen Policy Logic content into a Course or Award)
- Title = Contains Phrase, type in course title (or part thereof)
- Status = Completed
Unique Enrolments
The enrolment reports include all Awards, Courses, elements of courses (Modules and Learning Items) and stand-alone Learning Items. If course has one module with two learning items, it will create four records in enrolment reports (Course, Module, Learning Item, Learning Item).
To report on unique enrolments (i.e. count each Course only once regardless of how many elements it has) there are two filters, depending on your circumstance.
Example 1: No stand-alone learning items
If you do not use stand-alone learning items in your portal (i.e. you only use Awards or Courses), you can filter by Type:
- User status choose Active
- Type = Course (and/or Awards or Interactives if required)
- Status choose as required (e.g. completed, assigned, in progress etc.)
This filter will remove records relating to Modules and all Learning Items.
Example 2: Stand-alone learning items
If you use stand-alone learning items in your portal (e.g. for communication or simple learning) you can filter by Parent.
- User status choose Active
- Parent = not exist
- Status choose as required (e.g. completed, assigned, in progress etc.)
Courses and stand-alone Learning Items do not have a parent. All Modules and any Learning Items that are part of a course have a parent. Therefore, this filter removes any modules and learning items that are part of a course.
Training Not Started and/or Not Completed
Purpose: Reporting on training that has not yet been started or completed by users in the portal. Filter the report by:
- User Status choose Active
- Type = Course (and/or Awards if searching for Award completions or Interactive which is particularly relevant to Ideagen Policy Logic content if you did not bundle this into a Course or Award)
- Not started: Status = Assigned, Not Started
- Not completed: Status = Assigned, Not Started and In Progress
Training by Groups
Purpose: Reporting on training that has been assigned to and completed by a specific group in the portal. Filter the report by:
- User Status equals Active
- Type = Course (and/or Awards if searching for Award completions or Interactive which is particularly relevant to Ideagen Policy Logic content if you did not bundle this into a Course or Award)
- Status = as required (e.g. completed, assigned etc.) or leave out to see all statuses
-
Groups Exactly equal (or Contains Phrase) Group name (or part thereof)
Training by Manager
Purpose: Reporting on training by users who are allocated to a specific Manager. Filter by:
- User Status = Active
- Type = Course (and/or Awards if searching for Award completions or Interactive which is particularly relevant to Ideagen Policy Logic content if you did not bundle this into a Course or Award)
- Status = as required (e.g. completed, assigned, etc) or leave out to see all statuses
- Manager ID equals Manager ID number
How to Identify the Manager ID
Each Manager in in the system is assigned a unique ID and it is necessary to search for this number before reporting on training for a specific manager.
Step-by-Step Guide
- Go to Administer > Users
- Click Config
- Select Manager ID
- Locate the user whose Manager you want to identify
- Roll your mouse over the user's name and click on Edit
- The Manager's name will display under Managed by: