LMS - Accessing and producing reports
Accessing and producing reports - This guide is for trainers with editing permissions, managers and administrators
On the LMS home page, click on the 'Reports' link in the top navigation bar.
The type of reports listed will depend on your permission level within the system.
After clicking the the report type you need you'll need to complete the filters to narrow down the data results. Each report contains a selection of filters for example:
- Certification/program/course name
- 'Must' or 'CPD' category
- User name
- User status (active and/or suspended users)
- Users department/organisation
- Date range you wish to view results for
- Managers name
Some of the filters allow you to select multiples i.e. organisation or manager
- Click the 'Search' button
A list of records will be listed 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 the report contains
Some of the report columns allow you to sort the results either alphabetically or chronologically. To do this, click on the title of the column.
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.
Once you have opened the report you can edit it further, the video below and attached will guide you on how to make some of the more common edits to a LMS report. Watch the video below or you can download the attached video at the bottom of this guide. The video will be saved to your 'Downloads' folder.
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.