You can pull incomplete or overdue data for the training year by running the Quick Status Report (click link to view an instructional video).

  1. Click on Reports under the menu
  2. Launch the Quick Status Report
  3. Select Incomplete Training (or Overdue Training) from the Training dropdown menu
  4. Enter a Date Range (all rule assignments with a due date in between this date range will be included in the results. To include manually assigned items, check the box “Include Individual Learning Plan Items Not Assigned by a Rule)
  5. Click Execute Search
  6. Export your results by clicking XLSX