Custom Learning Plan Report: Output Options
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Custom Learning Plan Report: Output Options

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A custom learning plan report's output options enable you to specify the type of output (i.e., grid, chart, or both) the Learning Plan Report produces.

Output options are specified in the Output accordion of the Add/Edit Learning Plan Report workscreen.

Settings

Allow Edit

If checked, users who run the report will be able to change the report's output options. 

Output Options

Select one of the following:

  • Grid - Displays the report's output in a tabular format. 
  • Chart - Displays the report's output in a graphical format of the selected chart type
  • Both - Displays the report's output in a tabular and graphical format.

Chart Type

This setting is only available when the Output Options setting is set to Chart or Both.

Group Output By

This setting is only available when the Output Option setting is set to Chart or Both. The selected column controls how the data is grouped on the chart.  

The available group by columns will depend on the report's Level setting and chart type. Refer to the level for details:

Include Dates Without Data by Default

This setting is only available when the Chart Type setting is set to Bar, and the selected Group Output By setting selected is a date. If enabled, dates that do not have data are included in the chart by default. 

For example, suppose your report is reporting on learning plans by met date. If this setting is selected, the output includes all dates regardless of whether any users completed a learning plan on that date. As you can imagine, this would generate a large amount of output since every date is included. A portion of the output is shown below.

However, if the Include Dates Without Data setting is disabled, only dates on which a user completed a learning plan would be included.

Include Null Dates by Default

This setting is only available when the Chart Type setting is set to Bar, and the selected Group Output By column is a date. If enabled, enrollments that have a null value for the selected Group Output By column are included in the chart by default. A null value is where a column has no value. 

For example, suppose your Learning Plan Report reports on certifications by met date. If this setting is enabled, certifications that have no completion date (i.e., certifications with an Not Met status) are included in the report. 

 

If the Allow Edit setting is checked, users will be able to change this setting when they run the report.

Learning Plan Group By Columns

The available group by columns listed below are only available when the report's Type setting is set to Detailed List. When the report's Type is set to Summary, the only available Group By column is Status.

Chart Type

Available Group By Columns

Donut

  • Group
  • Learner
  • Learning Plan
  • Progress
  • Status

Bar

  • Expiry Date
  • Met Date
  • Progress
  • Warning Date

Stacked

  • Learner
  • Status

Certification Group By Columns

The available group by columns listed below are only available when the report's Type setting is set to Detailed List. When the report's Type is set to Summary, the only available Group By column is Status.

Chart Type

Available Group By Columns

Donut

  • Certification
  • Group
  • Learner
  • Progress
  • Status

Bar

  • Expiry Date
  • First Met Date
  • Met Date
  • Progress
  • Warning Date

Stacked

  • Learner
  • Status

Requirement Group By Columns

The available group by columns listed below are only available when the report's Type setting is set to Detailed List. When the report's Type is set to Summary, the only available Group By column is Status.

Chart Type

Available Group By Columns

Donut

  • Group
  • Learner
  • Progress
  • Requirement
  • Status

Bar

  • Expiry Date
  • Met Date
  • Progress
  • Warning Date

Stacked

  • Learner
  • Status

Action and Course Group By Columns

The available group by columns listed below are only available when the report's Type setting is set to Detailed List. When the report's Type is set to Summary, the only available Group By column is Status.

Chart Type

Available Group By Columns

Donut

  • Action and Course
  • Group
  • Learner
  • Status

Bar

  • Expiry Date
  • Met Date
  • Warning Date

Stacked

  • Learner
  • Status

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