How often do you run reports in Relias?
Thank you for taking the time to respond. I am looking forward to seeing the results.
Our organization runs reports daily. However, I only run them when needed. I also use the automatic reporting feature that will run reports for our supervisors regularly and automatically.
I have them set up weekly and monthly, but I also need periodic update reports. Thanks for your reply.
How do you do that? (use the automatic reporting feature that will run reports for our supervisors regularly and automatically.)
Hi Robert Young, great question! You can save any report and have it automatically emailed to anyone with Administrator or Supervisor (with Report Management) permissions. You can check out how to save reports at Saving a Report and then how to set up automatic emails at Scheduling Automated Reports!
Hey Robert Young,
Megan Hairston beat me to it!
I have reports that although they run monthly (no quarterly or annual option) the email I automatically send myself reminds me that I only need to review the report in January, April, July, and October. That way I get the information when I need it, but ignore the report on the months I don't.
Michelle/and others, which reports do you send yourself? Which are most beneficial to you? Thanks!
Sorry, Tim Strand!!! I was out of the office yesterday. Let’s see. Our Enterprise System is set up with sub-portals for some of our remote facilities, so each month I have an automated course completion report that generates for the entire enterprise and for each sub-portal. I built the report to run for the previous quarter, but since the automated report only has an option of daily, weekly, or monthly...I set it up to send it monthly and then I only pull the data in January, April, July, and October (so that I will have the previous quarter data on the month after the quarter.)
That report gives me courses completed by individual names of who completed them and the total number of credit hours in an excel spreadsheet. The reason I like that is because I can run a pivot table that gives me the unduplicated number of learners who completed a total number of modules. I then have a longitudinal spreadsheet that I keep by location and for the whole enterprise so I can track if we are making improvements from quarter to quarter or year to year based on the number of learners and number of modules (I add completion and compliance rates once a year). This allows me to show tangible and financial benefit of the system to leadership which helps with support of assigned courses. Here is how I align the data in a spreadsheet that helps me identify trends...
This overview allows me to show tangible and financial benefit of the system to leadership which helps with support of our LMS. A justification, per se.
Recently, I began doing some auto reports for live events or modules that were assigned every month or on a regular basis. It was helpful to know two things about courses that were consistently assigned. 1. For live events, I send a summary of any evaluations completed online to myself and the instructor for the class to evaluate any fine tuning that needs to be made to the content or presentation of the material. This is especially beneficial because Instructors currently do not have the system right to run reports.
2. For modules that have a final exam that I feel have a significant impact on our training plan or organizational process improvement, I run the exam scores and Item Analysis reports. The exam scores tells me several things. Is there a group of learners that this training may not have been needed for? (this can be particularly telling if the exam is a pre-test.) Or was there a classification of learners or a unit of learners that needed multiple attempts to pass the final exam? (this could be because the concepts were more advanced than would be required of some learners or it might mean that we need to add additional materials for some groups training plan...some of this opens more questions than answers, but it is a good starting point for determining whether or not the material will lead to a change in behavior.) The Item Analysis breaks down the exam by individual question which lets me know if there was a certain question or questions that learners overwhelmingly struggled with. I then need to assess whether the question was worded in a way that was misleading or was it that there needs to be more or different methods of presenting that particular topic that is more meaningful to our learners.
There are probably many other areas that I haven't delved into for reporting, but these are currently the ones I use as auto generated reports. Hope that helps!
Depending on who needs them and which report it is... some reports I run weekly, monthly, or quarterly. =)
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