Reports Overview – Convergence Training Support Center

INTRODUCTION

The Learning Management System offers a variety of reports organized by the menu categories below. Not all reports are available in every LMS:

Category	Description	LMS
My Recents	Lists the last 20 reports run by the currently logged-in administrator	All
Frequently Used Reports	Quick access to a selection of reports which are generally considered the most commonly used	All
Activity Reports	Reports that provide data on activities assigned to users with a completion status of in progress, overdue and completed	All
Qualification Reports	Reports that provide data on qualifications assigned to users with a completion status of in progress, overdue and completed	Enterprise
Training Program Reports	Reports that provide data on (MSHA) training programs assigned to users with a completion status of in progress, overdue and completed	MSHA
User Reports	Reports that provide user specific details (For example, roles, system activities, certificates of completion and transcripts)	All
Organizational Reports	Reports that provide organization details. For example, organization structure and security role assignment	All
MSHA Compliance Reports	(Located under the MSHA Compliance menu) Reports for MSHA compliance	MSHA
Schedule Reports	Displays this list of recurring scheduled reports that have been created by your LMS administrators	All
Custom Reports	Displays custom reports created for your organization	All

REPORT FUNCTIONS

Report functions include:

Function	Description
Email	Email reports one-time or set up a recurring report
Export	Export reports to an Excel, PDF, CSV, or Word file
Print	Print reports

REPORT NAVIGATION

When you click on any menu category, a list of reports for that category will appear. You can perform any of the following actions:

Search: Search by all or part of the report name to locate the desired report

Export: Allows you to export a list of reports to an Excel file

The screen column headers included are:

Actions Column

The Actions column displays three icons that allow you to:

View Reports: View the report in the same browser window

Popup: View the report in a separate browser window or tab

Preview: Hover over the button to view a sample of the report

Report Name

Reports are listed in in random order. Click the Report Name header to view the reports in ascending or descending alphabetical order.

Report Group

Each report is assigned a report group. Click on the green linked name to view a filtered list of reports by group. Click the Remove Filter button located at the top of the window to remove the filter and return to the report list.

My Last Run

The date and time the current admin last ran the report. Click the My Last Run header to view the reports in ascending or descending date and time order.

Description

Displays a description of every report. Click the Description header to view the reports in ascending or descending alphabetical order.

REPORT TERMINOLOGY

The following is a list of terms used in reports:

Term	Definition
Assigned	Training assigned to the user
Completion Record	Training completed by a user generates an electronic completion record
Enrolled	Training offered as an elective
Exception	Any status except Complete (For example, Incomplete, In Progress, or Overdue)
Not Assigned	Training not assigned to the user Note: If the completion status reflects complete, an LMS administrator processed a manual completion record without first assigning the training
Status	The LMS will reflect one of the following: Complete, Incomplete, In Progress, or Overdue
Transcript	A list of training completed by the user within a specified date range

COMMON REPORT PARAMETERS (FILTERS)

Each report allows you to select from a variety of parameters (filters) that allow you to include or exclude data on the report. The following is a list of the most common parameters and a description of what they allow you to do:

Parameter	Description
Activity	Select one or more activities
Assigned Status	Select one or more of the following - Assigned, Not Assigned, Enrolled, Not Enrolled
Cover Page	Displays the report parameters selected to run the report as the first page of the report
Date (Start/End)	Enter the desired report start and end date
Qualification	Select one or more qualifications (Enterprise LMS only)
Training Program	Select one or more training programs (LMS with MSHA compliance features only)
Show Location	Sorts and displays report results by organization unit
Start Expanded	When checked, all fields that display a plus sign will appear in an expanded view
Status	Select one of the following - Only Incomplete, Only Complete, or Complete and Incomplete
User	Select one or more user(s), organization unit(s), group(s), security roles or assigned activities

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