Default Learning Plan Report

The Default Learning Plan Report enables you to report on users who are assigned learning plans. Running the Default Learning Plan Report as-is (that is, not changing any of the filters or filter values) returns all active users, whose home groups are active and who are assigned one or more active learning plans.

The Default Learning Plan Report includes a pre-defined set of filters and columns. If you need to change the Report's filters or columns, you may edit the Learning Plan Report or add a custom Learning Plan Report.

Running the Default Learning Plan Report

To run the Default Learning Plan Report:

1. From the Admin menu, select Report Admin.
2. Select Learning Plan. The Default Learning Plan Report workscreen displays.
3. The Default Learning Plan Report includes several filters. Specify the value(s) for any filters you would like to apply to the report.

4. Click Run Report.

Default Learning Plan Report Filters

The Default Learning Plan Report includes the following filters. 

Learning Plan

Includes learning plans with the selected status and/or name. 

Learner

Includes users with the selected status (i.e., Active, Inactive, All) or name.

Home Group

Includes users in a home group with the selected status (i.e., Active (default), Inactive, All) and/or group name. 

Supervisor

Includes users with a supervisor with the selected status (i.e., Active, Inactive, All) or name.

Team

Includes users who belong to a team with the selected status (i.e., Active, Inactive, All) or name.

Organization

Includes users in the selected organization. 

Status

Includes users with the selected learning plan status. 

Progress

Includes users whose progress toward a learning plan is within the specified range. 

Met Date

Includes users who are assigned a learning plan with a met date within the specified date range. Refer to Date Filters for details on the available options.

Warning Date

Includes users whose learning plan warning date is within the specified date range. Refer to Date Filters for details on the available options. 

Expiry Date

Includes users who are assigned a learning plan with an expiration date within the specified date range. Refer to Date Filters for details on the available options.

Default Learning Plan Report Columns

The following columns are included in the Default Learning Plan Report:

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

Understanding the Default Learning Plan Report's Output

The output of the Learning Plan Report displays in a grid in the Report accordion. By default, the output is listed in alphabetical order by learner name. You may sort and/or filter the output of the Learning Plan Report as needed.

The columns included by default in the Default Learning Plan Report are described below.