Reports - Functions Common to Most Reports

Document created by 2261986 Support on Jul 27, 2017Last modified by 2261986 Support on Oct 31, 2018
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Functions Common to Most Reports

Once you choose the report that most accurately shows the information that you need to view, you will have a few optional sections to filter down the results of the your report. These sections can vary by report, so please refer to the article that corresponds to the report you are running for the most accurate information.

Section 1: Filter by Hierarchy

This section allows you to filter your report based on hierarchy levels. To select a hierarchy level, simply click in the empty box below "Hierarchy." This will bring up a list of all of the hierarchy levels that you are able to choose from. Click on one or hold down your Ctrl key on your keyboard and click on multiple. If you wish to run the report for Learners in all hierarchy levels, leave this field blank.

Please note that if you are in the Supervisor role, you will only have access to your hierarchy level in this field. 

Section 2: Filter By Modules or Training Plans

Depending upon the report that you are running, you may have the option to select specific modules or training plans for which the report will run. First, you will want to click the "+ Add Module(s)" button.

In the new "Add Module(s)" window, you can search for a specific module(s) in the search box, or you can add a filter (such as the Training Plan filter shown below) by clicking on the "+ Filters" button. Choosing the Training Plan filter will bring up an "All Training Plans" drop-down where you can choose a specific training plan for the report to show only data for Learners enrolled into the modules through that training plan. Then, you will check the box(es) next to the modules(s) that you choose and click the "Add" button.

You can then close out of the "Add Module(s)" window and you will see your module(s) under Section 2 of the report page.

If you wish to run the report for all modules, leave Section 2 "Filter by Courses" field blank.

Section 3: Filter by User Attributes

This section will allow you to set additional parameters on what Learners will appear on the report. The specific parameters do vary by report but in almost all cases you can select from the following parameters: Departments, User Locations, Job Titles, Employment Types, User Categories, any Custom Fields set by your organization, Learner Status and Hire Date. Similar to selecting a Hierarchy level, to select any parameters in Section 3, click in the box below the field you wish to filter, and choose your parameters.

Note: All parameters are in an AND relationship; therefore if you choose the Client Care Department AND the Cary User Location, Learners must meet both of these requirements to appear on the report. This greatly narrows your reporting results. 

To run your report for all Learners, leave all fields in Section 3 blank.

Section 4: Report Output

This section will allow you to decide how your report will run. If applicable, this will be the section where you choose your Date Range and choose how the report will be grouped and what optional columns will appear (Department, Hire Date, Job Title, etc). This section varies the most between reports, so please see specific instructions in the report's corresponding article. Reports - Reports Overview 

 

 

 

Section 5 : Printing Your Report

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After completing Section 4, you will scroll back to the top of the page and click "Run Report" to view your data

After clicking Run Report, the report that you have just built will appear. Its not too late though, if you need to make some changes!

If you decide to edit the filters that you have chosen, you will want to click the "Edit Filters" button to take you back to the previous page where all of your filters will still appear.

Once your report shows the information that you need and you wish to print a copy, you will want to export the report to one of our available formats and print from there. To do so, you will want to click on the Export icon shown below, and choose your desired format.

 

 

Once in the chosen format, you can then print your report.

Please note:  If you have chosen to export in PDF or Word, and the data is not aligned within the margins, please change the orientation of your report ( Portrait vs Landscape)

  To learn about saving your reports, please refer to this article  Reports - Saving a Report Relias can also automate your report to be emailed to you or your Supervisors.  Please refer to this link to learn about that Reports - Scheduling Automated Reports  

Relias provides many different types of reports for a variety of module categories. The list below contains some of the more common types of reports. Please click on the link to learn more about the report and how to create it: 

Reports - Course Status Report 

Reports - Course Completion History Report 

Reports - Exception Report 

Reports - Learner Status Report 

Reports - Training Hours Report 

Report - Training Plan Completion History  

Reports - Item Analysis Report 

Reports - Bulk Certificate Printing 

Warning Emails Report

 

To get back to the Knowledge Base and the master list of topics, please click here: The Relias Platform How-To-Manual 

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