In CPL Learning, you can create custom reports to suit your needs. To do this, follow the steps below.
Note: To help you build, manage, and elevate your reporting, we've recorded the following webinar 👉
Create the report
Log into the Admin Tool, then click Config.
Click Reports then click Create.
Enter a name for the report then click Save.
In the Columns area, click +.
Select the relevant columns then click Add.
In the User Groups area, click +.
Select the relevant user groups:
These are the user groups included in the report.
Ensure the same user group is the Reporting column and the report itself.
To include all job roles, we recommend you add all user groups.
In the User groups with access area, click + then select the relevant user groups.
In the User groups excluded area, click + then select the relevant user groups.
Click Save.
⚠️ Important: After creating a report, allow four hours for data to update.
View the user groups included in your report
To see which user groups make up a report, follow the steps below:
Click Config, then click Reports.
Select the report you need.
Scroll down to the user groups section.
These are the user groups that make up the people within the report.
User Groups With Access are the user groups with access to this report
User Groups Excluded From Access are the user groups that are excluded from reporting.
Create a new reporting column
⚠️Important: When creating a reporting column, each course should have its own column. Do not add multiple courses to the same column, as this can cause inaccurate results in your reports.
To create a new reporting column, follow the steps below.
Log in to the Admin Tool.
Click Config, then click Reporting Columns.
Click Create and name the column, then click Save.
In the include area, click the plus + icon.
Select the item for your column to point at and click Add.
Select your Result Type :
Analytical status: shows if the course was completed or percentage % (what date a course was completed on, what percentage complete someone is on a course)
Complete date: shows when a user has completed the product then, this will show the end date of a product ,for example the complete date of a course.
Current Status: shows when a course is Complete/Part complete/ Not started/ Fail (current status of an Elearning course)
Report Status: depending of the configuration of renewal dates and status percentage in which the learner sits (Refresher Due, Renewal Date, Overdue).
The status Not Complete Ref appears when a user is within their refresher period for a course. This status indicates that the refresher period has started e.g., 20 days ago, even though the user has already completed the course. The Ref denotes that the user is due for a refresher during this time.
Renewal Date: This is generated from course renewal configuration, where it determines the Renewal Date based on the renewal months located in the table.
Select Rule Type
Allocated.
Mandatory.
Optional.
Completion period
The amount of time a user has to complete a course, for example on your report the result type is analytical status and the completion period is 90 days, the employee has 90 days to complete a Food Safety course and the reports will show 100% compliant after the 90 days compliance will drop as this is not completed.
In the user groups area, click the plus icon and select your user group.
This is who you wish to report on. This needs to be the same user group as what's in your report.
If you need all job roles to be included in the compliance report, even if you have an all users user group (includes every job role) it's best to add all user groups that are created for data to pull through.
Click Save.
Link items and products to the reporting column
To link multiple items and products to your report column, follow the steps below.
Log into the Admin Tool then click Config.
Click Reporting Columns then select the relevant reporting column.
Click the plus icon.