Custom Learning Plan Report: Columns
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Custom Learning Plan Report: Columns

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The Columns section of the Add/Edit Learning Plan Report workscreen enables you to specify what columns are included in the report's output.

The columns included by default and the columns that are required will vary depending on the learning plan report's type and level

Columns Included by Default

Columns with an asterisk (*) must be included in the report and cannot be removed.

Type

Level

Default Columns

Detailed

Learning Plan

  • Learner *
  • Learning Plan *
  • Status
  • Progress
  • Met Date
  • Warning Date
  • Expiry Date

Summary

Learning Plan

  • Learning Plan *
  • Total *
  • # Met
  • # Not Met
  • # Warning

Detailed

Certification

  • Learner *
  • Certification *
  • Status
  • Progress
  • Met Date
  • Warning Date
  • Expiry Date
  • First Met Date

Summary

Certification

  • Certification *
  • Total *
  • # Met
  • # Not Met
  • # Warning

Detailed

Requirement

  • Learner *
  • Requirement *
  • Status
  • Progress
  • Met Date
  • Warning Date
  • Expiry Date

Summary

Requirement

  • Requirement *
  • Total *
  • # Met
  • # Not Met
  • # Warning

Detailed

Action and Course

  • Learner *
  • Action/Course *
  • Progress Status
  • Accepted Date
  • Warning Date
  • Expiry Date
  • Last Completed Date

Summary

Action and Course

  • Action/Course *
  • Total *
  • # Accepted
  • # Review
  • # Pending

Adding Columns to a Custom Learning Plan Report

To include additional columns in the report:

  1. Expand the Columns section of the Add/Edit Learning Plan Report workscreen.
  2. From the list, select the column you would like to include in the report. 
  3. Click .
  4. Repeat steps 2-3 for each column you would like to add to the report. 
To change the display order of the columns, click the  beside the column and drag the column to its new position.

The images below illustrate the column order of the columns when displayed in the results.

Removing Columns from a Custom Learning Plan Report

To remove a column, click the beside the column. To remove non-required columns, click Remove All Columns


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