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Reports

What effect does editing I-Design assessment screens post publishing have on QLA data in reporting?

If you are editing the question or answer text on an assessment screen:

  • The Question or Answer column will update in the I-Design Course Summary report for all prior and future completions. Be sure not to adjust the text on an assessment screen in such a way that alters how users interpret or answer the question, as prior completions may otherwise see inconsistencies in their answer selections. If the change you’d like to make would ultimately do so, consider deleting the assessment screen altogether and create a new one instead. (Examples of acceptable text edits include: typo/grammar corrections, clarifying a question, rewording a sentence, etc.)

If you are editing the layout option for an assessment screen:

  • If the two layouts aren’t compatible (example: Multiple Choice to Phrase Matching) it may result in QLA data inconsistencies in the I-Design Course Summary report, hence the prompt BAI displays: “Switching templates will result in losing Answer entries that are incompatible with the new template. Proceed?”  If you’re considering using a different layout for a question, delete the assessment screen altogether and create a new one instead.  (Examples of acceptable layout edits include: any change between the two Multiple Choice layouts, any change between the two Single Choice layouts, changes from Multiple Choice to Single Choice (or vice versa) when only 1 correct answer exists.)
By |2021-06-28T22:11:59+00:00June 25th, 2021|, |0 Comments

Why are there results outside the date range specified in the Training Data Report?

Enrollment criteria in the Training Data Report looks at a wide range of dates by default, including assignment dates, registration dates, completion dates, and due dates.  To understand why certain results are displaying, first make sure to pull in all relevant columns. Click the Field Chooser button above the results, and click and drag the “Assigned On Date” and “Due Date” columns (two date-related columns not pulled in by default) into the results. This information can help you determine why certain results such as past years’ training are displaying.

Tip: If you’re looking for a way to narrow down the results, check the box next to the field “only include if Due Date is between From Date and To Date below” in the report control panel. Then, enter a date range as it relates to training due dates, and click Execute Search. The report will now only display results with due dates between the date range entered.

By |2020-08-19T14:54:25+00:00August 19th, 2020||Comments Off on Why are there results outside the date range specified in the Training Data Report?

What report will show me everyone’s profile details?

The User Data Report (UDR) can be run to view the profile details (positions, managers, etc.) of everyone at your organization. You can use this report to determine what changes need to be made to profiles, and then use the Batch Edit feature under the People tab within Administration to make bulk changes.

  1. Click on Reports under the menu
  2. Launch the User Data Report
  3. Click Execute Search
  4. Click the Field Chooser button to drag in / out additional column headers
  5. Export your results by clicking the XLSX option
By |2021-04-08T20:26:26+00:00July 29th, 2020||0 Comments

What report will show me just the latest completion statuses of certain courses taken over the last year?

Assuming all training was assigned via rules, the best option is to run the Rule Compliance Report – Export. Run this report to view just the latest completions statues for assigned courses, and then filter the results down by course in excel to show just the course results you need.

  1. Click Reports under the menu.
  2. Launch the Rule Compliance Report – Export (4th report down on the reports desk).
  3. Click None Selected next to the Rule field.
  4. Select Show Active Rules Only, although this can be changed at your discretion if some of your rules closed earlier in the year.
  5. Click Apply Filter.
  6. Click Select All.
  7. Click Execute Search.
  8. Click on the popup to open the report in excel.
  9. In Excel, hold Ctrl + A to highlight all results.
  10. Click on the Data tab.
  11. Click on the Filter option.
  12. Click the downward facing arrow next to top of column G (course title), deselect the “Select All” checkbox, and select only the courses you need to report on.
  13. Click Ok.
By |2022-12-02T17:01:17+00:00July 29th, 2020|, |Comments Off on What report will show me just the latest completion statuses of certain courses taken over the last year?

What report will show me a current list of incomplete / overdue training?

You can pull incomplete or overdue data for the training year by running the Quick Status Report (QSR).

  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
By |2022-09-02T17:37:35+00:00July 29th, 2020|, |0 Comments

Why are there duplicate entries on the Training Data Report?

Attempts can appear twice in the TDR or QSR if the course has multiple assignment sources. For example, if a course is assigned manually to a user, and then re-assigned via a rule, the TDR will show two rows, one with the assignee’s name as the assignment source and another with the rule name as the assignment source. If you come across an example of a duplicate, click the Field Chooser button above the results section, and click and drag the Rule Name column (from the column chooser box) into the rest of the columns to reveal the source of the assignment.

By |2020-07-29T15:49:00+00:00July 28th, 2020||Comments Off on Why are there duplicate entries on the Training Data Report?
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