Functions Common to Relias Assessments 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 narrow down the results of 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. You will find a list of available Assessments Reports listed at the end of this document.
This section allows you to filter your report based on hierarchy level. To choose a hierarchy level, click the hierarchy drop down menu. This will bring up a list of all of the hierarchy levels that you are able to choose from. If you wish to run the report for users in all hierarchy levels, leave this field blank.
Please note that if you are in the Supervisor role, you will only have access to running reports within hierarchy levels your Relias Administrator has provided you access to.
You will have the option to select a specific assessment for your report. Selecting an assessment is required for some Assessment Reports, and this requirement will be denoted with an asterisk (*). Select the appropriate assessment from the Assessments drop down menu.
If you wish to run the report for all assessments, select the All Assessments option from the drop down menu.
This section will allow you to set parameters on which user roles will appear on the report. Similar to selecting a Hierarchy level or an Assessment, select the appropriate User Role by clicking Applicant, Learner or All Roles from the drop down menu. For more information on the Applicant role, exclusive to the Relias Assessments solution, review the Applicant User Role (Relias Assessments Only) document.
This section will allow you to decide which type of completion data that you would like returned on your report. You are able to view assessments that have not yet been started, assessments that are in progress but not yet completed, completed assessments or you may view all completion statuses in your report results.
This section will allow you to narrow your reporting results down by location. You may select one of the available locations from the drop down menu, or you may choose to view report results from all of the locations on your site.
This section will allow you to narrow your reporting results down by department. You may select one of the available departments from the drop down menu, or you may choose to view report results from all of the departments on your site.
This section will allow you to narrow your reporting results by date range. Applying this filter allows you to see reporting results for assessments that were assigned during the date range you select. Select from the list of preset date ranges: This Year, Last Year, Year to Date, Last Six Months, Last Month, This Month, Last Quarter, This Quarter, Yesterday, Today, or specify the date range by choosing the dates from the calendar.
**Note: All parameters are in an AND relationship; therefore if you choose a specific hierarchy AND a specific user role, users must meet both of these requirements to appear on the report. This greatly narrows your reporting results.
Running Your Report
After selecting the appropriate filters, run your report by clicking the Apply button at the top of the page. Your reporting results will appear in the field beneath your report filters.
You will be able to organize your report results in ascending or descending order by clicking the arrows at the top of the report columns.
Exporting and Printing Your Report
To export your Relias Assessments Report click the export button located at the top right. The export button will become available after you have applied your selected reporting filters. You will be able to export the report data as an excel document (.xlsx file type).
Relias provides different types of Assessments Reports. The list below includes currently available Assessments Reports reports. Please click on the link to learn more about the report and how to create it:
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