LMS - Accessing and producing 'Evidence bank' reports
Accessing and producing 'Evidence bank' reports - This guide is for Managers and administrators
This guide is specifically for running a report from the ‘Evidence Bank’, the area where you add
evidence that isn’t either directly related to learning or for learning that doesn’t have it’s own program listing
on the LMS. If you need additional assistance or require additional information i.e. additional columns of
data, in the reports then please raise a support query.
On the LMS home page click in the 'Reports' link in the top navigation bar
The type of reports listed will depend on your permission level within the system
Click on ‘Evidence Bank –
For your areas of responsibility’ or if you are a system administrator you can
also use the ‘Evidence Bank – Site wide’
report.
After clicking on the
report type you need to complete the
fields that you require for your report from the following examples:
- User name
- Evidence Type - i.e. vaccination, booster, annual check
- User status (active and/or suspended users) - suspended users are those who have left MacIntyre
- Users organisation
- Date range
- Managers name
The field of ‘Source of
data entry’ relates to whether the evidence was entered by a system user
‘Manually created by user’ or an entry that came from the old system
‘Completion history import’. In most
cases unless the completion was historical from the old LMS system (2019 and
before) you should select the first option.
- Click the 'Search' button
A list of the records will
now appear at the bottom of the page. At
the top of the report on the right you’ll be able to see how many pages of
records there are in the report.
You can sort the report
by individual fields by clicking on the title of the column, for example you
might want the list alphabetical by user or by date completed.
With ‘Evidence Bank’
reports there are some custom columns that can be added by the eLearning team
for example:
- Evidence reference
- Expiry date
- File attachment
- Date of evidence
If you require custom columns in your report then please raise a support query
You can download the report by selecting
your preferred document download type from the drop-down menu and then clicking
on the ‘Export’ button at the bottom of the page.
The
report will save in your downloads folder, you’ll need to open it via ‘File
Explorer’ or you can open it by clicking on the ‘open file’ link.
If
you have chosen to download your report as a ‘CSV’ or ‘Excel’ file you can edit
the report and create charts and graphs when you open the document. You can then save the file as an ‘Excel’
spreadsheet to your required location.
If you have any difficulty with the system then please raise an eLearning support request by clicking 'Queries' at the top of this page and then click on the 'Add Query' button. You'll then need to complete the appropriate query template.