This document provides directions on how to access, understand, and interact with the Reports segment within Ability LMS.
Use the outline below to navigate to the content listed.
Access to the Reports segment within Ability LMS requires elevated access and is not accessible to general users. You must have the either the Reporter, Trainer, or Training Coordinator profile to access the reporting function. If you have questions about elevated access, please contact Learning Systems Support at email@example.com.
To access the Reports segment, click on Manager Menu in the top navigation bar and then select Reports.
There are many types of reports, also referred to as Report Names. Most reporting functions focus on the following two Report Names:
This report captures learner history within a specific course or collection of courses and requires learners to have a Finished or In Progress status for their history to be captured.
This report is useful for tracking engagement with courses and it best used for non-mandatory training.*
This reports captures history for all learners assigned to a specific course or collection of courses regardless of their status in said course(s).
This report is useful for tracking compliance with mandatory training, as it returns results for all learners assigned.*
*NOTE: some exceptions apply. If you need assistance determining which report will be most useful, please reach out to Learning Systems Support at firstname.lastname@example.org.
To run a report, click on the desired Report Name, which will open the Report Filter screen. This is a list of all the different filters, or individual reports, available within the Report Name you selected. Report Filters will be names using the course name or ID or the learning track name or ID. To open a report, click the Select radio button in the Action of column of the report you want to run. In the screenshot below, FNTS-ALL is highlighted. If that was the report you needed to run, you would click the Select radio button in the Action Column of the FNTS-ALL row to open it.
If the specific report you need to access is within the Training Status by Course type, it will have the fields below available. These are default fields and typically cannot be changed or customized. If the report does not have the fields you need, it is likely that a different Report Name may be what you need.
|Learner Name||UIN||Course Title||Course ID||Status Date||Home Campus Name||Home College Name||Home Dept Name||Status||Completion Status|
Please keep in the mind, the reports available within Training Status by Course are for self-paced and instructor-led courses that are not assigned to the learner. For a learner to have a record display on this report, they must have either an In Progress or Finished status.
If the specific report you need to access is within the Learning Track Status By Learner type, it will have the fields below available. These are default fields and typically cannot be changed or customized. If the report does not have the fields you need, it is likely that a different Report Name may be what you need.
|Last Name||First Name||Home Dept Name||UIN||Home Chart Name||Home College Name||Catalog ID||Catalog Name||Status||Date Assigned||Date Completed||No. Completed|
Please keep in the mind, the reports available within Learning Track Status By Learner are for self-paced and instructor-led courses that are directly assigned to the learner. This means that all learners assigned will be captured by the report, regardless of their status in any course within the track or catalog.
To use any report within the Reports segment of Ability LMS, the best option is to download the Excel file. To access the Excel file, you need to look for the paper icon with the green plus sign, as you can see in the screenshot below. Click that button and your report will download.
Typically, the Excel file will download to your Downloads folder, but that can vary depending on your individual settings within your web browser. Once you find the report in your downloads folder, you can open it into Excel.
When you open the file, there will be a couple of warning notifications. You will see these questions and must respond in the following way:
Example Row 1 to be deleted:
Example footer rows to be deleted:
Once you have deleted the rows referenced above, you now have a clean Excel file and can filter, search, and edit the document as needed.