Create a Requalification Report

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

The New Requalification Report Template - Select Org 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 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 within the Organization Unit.  Selecting to report on Employees only will report on the individual Employees.

  1. Click Next>.

The New Requalification Report Template - Learning 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 Requalification 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 Requalification Report Template - Options page appears.

  1. Select the Task components to report on:  Knowledge Only, Capability Only or Both.

Both is selected by default.

  1. Select an End Date for the report.

The Requalification Report is similar to a Forecast Date Qualification Reports.  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?  

By default, the End Date for a Requalification Report is the set to the end of the current calendar year.  To change this date, click the Date button and select a new date using the Calendar dialog.

  1. (optional) Customize the foreground (font) and background colors of the Expires Before, Expires After, Incomplete, Elapsed, and Not Assigned sections of the report by choosing the new colors from the designated dropdown menus.
  2. Click Next>.

The New Requalification 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 format is: Excel 2003 XML Spreadsheet.

  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 format is: Excel 2003 XML Spreadsheet.

  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 Requalification 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 Requalification 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 Requalification heading in the Report Manager tree.
  2. In the context view, select the report and click View.