Create an Organization Report
To create an Organization Template
  1. Open the Reports Manager.
  2. Right-click on Organization and select New.

The New Organization Report Template - Org. Units page appears.

  1. Expand the Processes heading to display the Process Sets, Processes, Sub Processes and Tasks.  
  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 Process Sets will report on all the Processes, Sub Processes and Tasks within the Process Set.  Selecting to report on Tasks only will report on the individual tasks.

  1. Click Next>.

The New Organization Report Template - Properties page appears.

  1. Select the Employee and Organization Unit properties to report on.
  2. Click Next>.

The New Organization Report Template - Filters page appears.

  1. Click Add.

The Add Report Filters dialog appears.

  1. Select the desired object from the corresponding drop down list.

The Object dropdown list includes:

  1. Select the desired property from the corresponding drop down list.

The Properties dropdown list includes:

  1. Select either is equal to or is not equal to from the Operator dropdown list.
  2. Select either Yes or No from the Value dropdown list.

For example, a filter can be Employee/ Must Change Password/ is equal to/ Yes. In this case, all employees who must change their password at the next login will be displayed in the report.

  1. Click OK to close the Add Report Filter dialog.
  2. Click Next>.

The New Organization Report Template - Options page appears.

  1. Select whether or not to show summaries.
  2. Select whether to include Learners and/or Management in the report.
  3. Click Next>.

The New Organization Report Template - Format page appears.

  1. Select the view format.

This is the format that the report will be displayed within the TRACCESS application. The possible formats are: TRACCESS Report, Microsoft Excel, Microsoft Excel Data Only, Adobe Acrobat PDF and Microsoft Word Document.

  1. Select the mail attachment format.

This is the format that the report will generated in to be sent to your email Inbox. The possible formats are: TRACCESS Report, Microsoft Excel, Microsoft Excel Data Only, Adobe Acrobat PDF and Microsoft Word Document.

  1. Select whether or not to zip the mail attachment.

Please note:  This will decrease the overall file size allowing you to generate and receive larger reports.  However, you may wish to check whether or not attachments with a *.zip extension are currently being blocked by your email system before checking this option.

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.

  1. Click OK.

The template will appear in edit mode under the Organization 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 Organization 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 Organization heading in the Report Manager tree.
  2. In the context view, select the report and click View.