Create a Summary Report

To create a Summary Template
  1. Open the Reports Manager.
  2. Right-click on Summary and select New.

The New Summary Report Template - Organization Units page appears.

  1. Expand the Organization Units heading to display the Organization Units, Learners heading and Employees.  
  2. Select the objects you wish to include in your report template.

Selecting to report on an object that contains descendants will report on the descendants also.  For example, selecting to report on Organization Units will report on all the Learners in all Organization Units in the system.  Selecting to report on Employees only will report on the individual employee.

  1. Click Next>.

The New Summary Report Template - Learning page appears.

  1. Expand the Processes heading to display the Process Sets and Processes.
  2. Select the objects you wish to include in your report template.
  3. Click Next>.

The New Summary Report Template - Filters page appears.

  1. Click Add to create a filter.

For more information on using Filters, see Report Filters.

  1. Click Next>.

The New Summary Report Template - Options page appears.

  1. Select to organize your results by:  Employee or Process.

Organize Results by Employee is selected by default.

  1. Select whether or not to include Summaries in your report.

Show Summaries is selected by default.

  1. (optional) If you would like to generate a Forecast Report, click on the down arrow to access a Calendar dialog.  Select a date in the future.

Forecast Reports deal with Tasks containing durations.  The purpose of a forecast report is to answer the following question:  If no learning was to occur between now and a certain date, how many Tasks containing durations will either be about to elapse or elapsed?  Please note that since this is a specific date in the future, to re-use this template, you may wish to Edit the date before generating another report instance.

  1. (optional) If you would like to generate a Change Report, click on the down arrow next to the Start and End Date fields to access Calendar dialogs.  Set a date range (such as the beginning and end of a month).

Change Reports deal with status changes occurring between specified dates.  Any status change (that was previously selected) that occurs during this time will appear in the generated report.  Please note that since these are specific dates, to re-use this template, you may wish to Edit the dates before generating another report instance.

  1. Click Next>.

The New Summary Report Template - Properties page appears.

  1. Select the properties you wish to display in your report, and the way you wish to display them.

For more information on using and displaying report properties, see Report Properties.

  1. Click OK.

If neither the Forecast Report or Change Report has been used, the report template will default to the current date.

The template will appear in edit mode under the Summary heading.

  1. Type a name for the report template and click <Enter>.
To generate a report from a template
  1. Select a template from under the Summary heading in the Report Manager tree.
  2. Right-click on the Template and select Generate Report.
    OR
    In the context view, click the Generate button.

The Generate Report dialog appears. The Title field is populated with the name of the template.

  1. (optional) Enter a name for the report in the Title field.
  2. (optional) Enter a description of the report.
  3. Click Generate.

In the context view, a new report appears in the Generated Reports box.  While the report is generating, appears in front of the report name.  This icon changes to a icon once the report is generated.

To view a generated report
  1. Select a template from under the Summary heading in the Report Manager tree.
  2. In the context view, select the report and click View.