Summary Report Template

Once you have used the reports a few times, you may remember what the end result is supposed to look like, but cannot remember the report type name. Before describing the individual wizard pages, below is a sample generated report.

From this dialog, select the Organization Units, Learners heading and individual employees to report on.

From this dialog, select the Process to report on.

Please Note:  You do not have the option to select individual Sub Processes or Tasks in this report.  This report is intended to be a look at the overall percentage of completion of an entire Process, and is not broken down by Task.

Create Filters with the use of the Add Report Filter dialog.

A Filter is a way of "weeding through" the information and only showing exactly what you are looking for.  For example, if you wanted to start using certain functionality that you never made use of before, you may wish to see all Employees without an email address, so that you could enter it, and without a Primary Process, so that you could set it.  This would narrow down your list to only show the ones that need to be worked on.

From this dialog, select how you wish to organize the report, and the dates you wish to report on.

Select specific properties of the listed objects that you wish to add to the report.  For more information on how report properties are displayed and used, click here.

This page allows you to select two report formats:  a view format and a mail attachment format.  

Depending on what you wish to do with the report afterwards, you will want to select different mail attachment formats.  If you wish to manipulate the data, choose Microsoft Excel.  If you wish to keep the report as-is, select the Adobe Acrobat PDF format.

If the generated report is larger than the value shown in this dialog, you will receive a message indicating the completion status of the report, and that it was unable to include the attachment due to its size.  In this case, you can still view the report within TRACCESS, and subsequently export it.

If the mail attachment format and the create zip file fields are disabled, this means that the option to attach generated reports to completion emails has been disabled for your installation.