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- ILT Attendance: Exporting Course Information
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- ILT Attendance: Generating Course Certificates
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- ILT Attendance: Viewing Course Details
- ILT Attendance: Viewing Courses
- ILT Attendance: Viewing Session Details
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- ILT Waiting Lists Dashboard
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- Courses: SCORM
- Adding a SCORM Course
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- PowerPoint to SCORM Converter Supported Fonts
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- Publishing a SCORM Course from Adobe Captivate
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- Publishing a SCORM Course from Articulate Presenter
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- Publishing a SCORM Course from iSpring
- Settings: SCORM Course
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- Credits
- Dashboard Sets
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- Learner Dashboard Examples
- Pages
- Adding a Page
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- Adding a Course Catalog
- Adding a Custom Menu
- Adding a Custom Page
- Adding a Flat Learning Plan Page
- Adding a Forms Page
- Adding a Knowledge Base Page
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- Adding a Learner Summary Page
- Adding a Learning Plan Catalog
- Adding a Structured Learning Plan Page
- Adding a Timeline Page
- Adding an Enrolled Courses Page
- Adding an External Course Submission Page
- Custom Page Builder
- Editing a Page in a Dashboard Set
- Impact of Editing a Dashboard Set's Page
- Re-Ordering Pages
- Settings: Pages
- Page: Configuration
- Page: Configuration for Course Pages
- Page: Configuration for Custom Menu Pages
- Page: Configuration for Custom Page
- Page: Configuration for External Course Submission Pages
- Page: Configuration for Form Pages
- Page: Configuration for Image Widgets
- Page: Configuration for Knowledge Base Pages
- Page: Configuration for Leaderboard Pages
- Page: Configuration for Learning Plan Pages
- Page: Configuration for Point History Widget
- Page: Configuration for Point Ranking Widget
- Page: Configuration for Text Widget
- Page: Configuration for Timeline Pages
- Page: Configuration for Video Widget
- Page: Labels
- Page: Main
- Settings: Page Widget
- Settings: Dashboard Sets
- Viewing Dashboard Sets
- Discussion Forums
- eCommerce
- Storefront Management Dashboard
- Adding an External Storefront
- Selling Courses from SmarterU
- Setting Up an External Storefront with 1Shopping Cart
- Setting Up an External Storefront with Magento
- Setting Up an External Storefront with PayPal
- Setting Up an External Storefront with the Shopify App
- Setting Up an External Storefront with a Shopify Webhook
- Setting Up an External Storefront with WooCommerce
- Settings: External Storefront
- Email Management
- Email Management Dashboard
- Email Queue Management
- Email Templates
- Email Template Snippets
- Email Template Variables
- Sending Weekly Automated Emails
- System Email Templates
- System Email Templates: Account Emails
- System Email Templates: Action Emails
- System Email Templates: Certification Emails
- System Email Templates: Course Emails - General
- System Email Templates: Course Emails - Instructor-Led
- System Email Templates: Course Emails - Online and SCORM
- System Email Templates: Enrollment Emails
- System Email Templates: Form Emails
- System Email Templates: Learning Plan Emails
- System Email Templates: Report Emails
- System Email Templates: User Emails
- System Email Templates: Video Emails
- System Email Templates: Weekly Emails
- Viewing Email Templates
- Enrollments
- Enrollments Dashboard
- Editing a Subscription Enrollment's Start or End Date
- Enabling Users to Self-Enroll
- Enrolling Users
- Enrollment Process Report
- Enrollment Queue Management
- Historical Training
- Recommended Enrollments
- Troubleshooting Enrollments
- Unenrollments
- Viewing Enrollment History by Group
- Viewing Webinar Registrations
- Forms
- Groups
- Knowledge Bases
- KB Management Dashboard
- Knowledge Base Dashboard
- Adding a Knowledge Base
- Downloading Knowledge Base Items
- Editing a Knowledge Base
- Knowledge Base Reporting
- Knowledge Bases: Article Templates
- Knowledge Bases: Articles
- Knowledge Bases: Files
- Knowledge Bases: Folders
- Moving Knowledge Base Items
- Permissions In the Knowledge Base
- Searching a Knowledge Base
- Settings: Knowledge Bases
- Viewing Articles and Files
- Viewing the KB Report Drilldown
- Learning Plans
- Learning Plans Dashboard
- Actions
- Adding a Basic Learning Plan
- Adding an Advanced Learning Plan
- Assigning Certifications to a Learning Plan
- Certifications
- Converting a Basic Learning Plan
- Expiration Date Examples
- Editing a Learning Plan
- Forcing a Learning Plan Re-calculation
- Inactivating a Learning Plan
- Learning Plan Automation
- Learning Plans Guide
- Managing Updates to a Learning Plan's Course
- Requirements
- Settings: Learning Plans
- Status Descriptions for Learning Plans, Certifications, and Requirements
- Viewing a Learning Plan's Details
- Viewing Associated Courses
- Viewing Inactive Learning Plans
- Viewing Learning Plans
- Licensing
- Organizations
- Permissions
- Account Permissions
- Account Permission: Allow Adding Courses to All Groups
- Account Permission: Create Account-Level Reports
- Account Permission: Create New Group
- Account Permission: Edit Enrollment
- Account Permission: Edit Wages & Training Costs
- Account Permission: Global Reporting
- Account Permission: Instructor Cancel Sessions
- Account Permission: Instructor Enroll Users
- Account Permission: Manage Account Settings
- Account Permission: Manage Learning Plans, Certifications, and Requirements
- Account Permission: Manage Licensing
- Account Permission: Manage Organizations
- Account Permission: Manage Subscriptions
- Account Permission: Manage Teams
- Account Permission: Manage Venues and Rooms
- Account Permission: Report on Wages & Training Costs
- Account Permission: View Account Groups
- Account Permission: View Account Users
- Account Permission: View Learning Plans, Certifications, and Requirements
- Account Permission: View Licensing
- Account Permission: View Organizations
- Account Permission: View Quiz Analysis Report
- Account Permission: View Subscriptions
- Account Permission: View Teams
- Account Permission: View Wages & Training Costs
- Group Permissions
- Group Permission: Create Course (CC)
- Group Permission: Group Manager (GM)
- Group Permission: Instructor-Led Training Instructor (ILTI)
- Group Permission: Long Answer Quiz Marker (LAQM)
- Group Permission: Manage Group Courses (MGC)
- Group Permission: Manage Group Users (MGU)
- Group Permission: Manage Users (MU)
- Group Permission: Quiz Proctor (QP)
- Group Permission: View Learner Results (VLR)
- Permission Combinations
- Permissions and Menu Options
- Account Permissions
- Points and Rewards
- Proctoring Services
- Reports
- Reports Dashboard
- Charts
- Copying a Report
- Filters
- Audit Log Report
- Enrollment Report
- Default Enrollment Report
- Copying a Report
- Custom Enrollment Report
- Editing a Saved Enrollment Report
- Editing the Default Enrollment Report
- Overwriting a Report
- Reports: Exporting Output
- Understanding the Output
- Custom Reports: Bar Charts
- Custom Reports: Donut Charts
- Custom Reports: Stacked Charts
- Enrollment Audit Log
- Enrollment Report: Clearing IP Addresses
- Enrollment Report: Editing an Enrollment
- Enrollment Report: Generating a Learner's Transcript
- Enrollment Report: Grid Output
- Enrollment Report: Unenrolling Learners
- Enrollment Report: Viewing a Learner's Completion Certificate
- Enrollment Report: Viewing a Learner's Progress
- Enrollment Report: Viewing Online Course Task List
- Enrollment Report: Viewing Quiz Attempt Details
- SCORM Results Drilldown and SCORM Debug Log
- Running a Saved Enrollment Report
- Scheduling an Enrollment Report
- Searching the Enrollment Report's Output
- Viewing Enrollment Reports
- Knowledge Base Reporting
- Learning Plan Report
- Default Certification Report
- Default Learning Plan Report
- Copying a Report
- Custom Learning Plan Report
- Editing a Saved Learning Plan Report
- Editing the Default Learning Plan Report
- Reports: Exporting Output
- Running a Saved Learning Plan Report
- Scheduling a Learning Plan Report
- Viewing Learning Plan Reports
- Overwriting a Report
- Overwriting a Report
- Proctor Report
- Quiz Analysis Report
- Saving a Report
- SCORM Results Drilldown and SCORM Debug Log
- Exporting SCORM Quiz Data
- Scheduled Reports
- Training Cost Report
- Subscriptions
- Supervisors
- Tags
- Teams
- Users
- Users Dashboard
- Activity Log
- Adding a User Manually
- Adding an Administrator
- Adding and Removing Session Instructors
- Adding and Removing Supervisors
- Adding and Updating Users
- Adding Historical Training to a User
- Editing a User Manually
- Emails That Are Always Sent
- Exporting Users
- Importing Users
- Importing Users: User Import Report
- Importing Users: Mapping Data
- Importing Users: Previewing Data
- Importing Users: Verifying New Items
- Importing Users: Assigning Groups and Group Permissions
- Importing Users: Uploading the CSV File
- Importing Users: Encoding a CSV File
- Importing Users: Creating a CSV File
- Inactivating a User
- Learning Plans and Certifications
- Certifications Dashboard
- Action Approval Workscreen
- Assigning Learning Plans To a User
- Confirming Multiple Actions
- Downloading a User's Certification Details
- Downloading a User's Certification Summary Report
- Exporting Data from the Certifications Dashboard
- Reviewing, Confirming, and Rejecting Actions
- Viewing a User's Certification Details
- Viewing Users by Certification
- Viewing Users by Learning Plan
- Unassigning Learning Plans from a User
- Uploading an Action's File
- Logging In as a User
- Quick User Add
- Resending the Account Invitation Email
- Resetting a User's Password
- Searching for Users
- Settings: Users
- User: Subscription Enrollments
- User: Account Permissions
- User: Team Information
- User: Custom Fields
- User: Venues
- User: Course Enrollments
- User: Group Permissions
- User: Activity Log
- User: Learning Plans and Certifications
- User: Supervisees
- User: Contact Information
- User: Licensing
- User: Profile Information
- User: Simultaneous Login Detection
- User: Wage Information
- User: Login Information
- Troubleshooting User Accounts
- User Access Roles
- Viewing a User's Details
- Viewing Inactive Users
- Viewing Users
- Venues and Rooms
- Learner Interface
- Learner Interface FAQs
- Learner Interface: Changing the Theme
- Viewing the Learner Interface
- Learner Interface: Default Learner Interface
- Learner Interface: Courses
- Learner Interface: Buying Courses
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- Learner Interface: Changing the Course Page Layout
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- Learner Interface: Course Buttons and Links
- Learner Interface: Course Details Page
- Learner Interface: Course Details, Course Evaluation
- Learner Interface: Course Details, Course Information
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- Learner Interface: Course List View
- Learner Interface: Course Tile View
- Learner Interface: Downloading Your Course Transcript
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- Learner Interface: Filtering Courses by Type
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- Learner Interface: Joining a Webinar
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- Learner Interface: Online Course Buttons and Links
- Learner Interface: Reviewing a Course
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- Learner Interface: Unenrolling Yourself From a Course
- Learner Interface: Viewing Course Tasks
- Learner Interface: Viewing Your Course Enrollment History
- Learner Interface: Custom Pages
- Learner Interface: Custom Menus
- Learner Interface: External Course Submissions
- Learner Interface: Forms
- Learner Interface: Knowledge Base
- Learner Interface: Knowledge Base Buttons, Links, and Labels
- Learner Interface: Changing the Knowledge Base Page Layout
- Learner Interface: Knowledge Base List View
- Learner Interface: Searching the Knowledge Base
- Learner Interface: Knowledge Base Tile View
- Learner Interface: Viewing Knowledge Base Article or File Details
- Learner Interface: Leaderboard
- Learner Interface: Learner Summary
- Learner Interface: Learning Plans
- Learner Interface: Downloading Your Certification's Certificate
- Learner Interface: Enrolling in a Learning Plan
- Learner Interface: Flat Learning Plan Layout
- Learner Interface: Learning Plan Actions and Courses
- Learner Interface: Learning Plan Catalog
- Learner Interface: Learning Plan Status Indicators
- Learner Interface: Structured Learning Plan Layout
- Learner Interface: Uploading and Submitting Actions
- Learner Interface: Viewing Your Learning Plan's Details
- Learner Interface: Timeline
- Learner Interface: User Profile Menu
- Viewing the Interface in High Contrast Mode
- Learner Interface: Waiting List
- Message Center
- SmarterU Basics
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- Adding Your SmarterU Certified Administrator Certification to LinkedIn
- Adobe Flash
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- Customizing SmarterU
- Disabling Pop-Up Blockers
- Exporting a CSV File for the User Import
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- Identifying Users Not Enrolled In a Course
- Importing Calendar Entries into Lotus Notes
- Media Resources
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- Online Course Template Package
- Optimizing and Rendering Videos
- Recommended Tools
- Tracking Course Completions in Excel
- User Sync Integrations
- Understanding the Export Files
- Verifying an HMAC
- API
- SmarterNews
- How to Search and Find Users Quickly With SmarterU LMS
- Customizing the Users Grid in SmarterU LMS
- Increase the Visibility of Your Reports with Sharing Settings
- Discover the Admin Experience with Our LMS-in-Action Videos
- Managing Knowledge Base Permissions in SmarterU LMS
- How to Organize and Beautify Your SmarterU Knowledge Base
- Five Innovative Ways to Use Forms in SmarterU LMS
- Collect Valuable Feedback from Your Learners with SmarterU LMS
- Offer Support to Your Learners Directly Within SmarterU LMS
- Leverage SmarterU’s Learning Plan Report to Track Your Learners’ Progress
- Beyond Grades: How to Leverage Transcripts in SmarterU LMS
- Learning Plans Are Now Available in All SmarterU Accounts
- Track Learners’ External Training in SmarterU LMS
- Use Tagging to Enhance your Learner Dashboard
- Now Available: Video Feedback for your Quiz Questions
- Important Update: Changes to Email Address Fields in SmarterU LMS
- Explore the Learner Experience with Our LMS Walkthrough Videos
- On-Demand Support: SmarterU's New In-App Help
- Level Up Your Communication: Customizing Email Templates in SmarterU
- Creating Accessible Content with the SmarterU LMS Course Builder
- Using SmarterU LMS Themes to Create the Right First Impression
- Create a Resource Library with our Knowledge Base & Custom Page Builder
- Why Feedback Forms are Critical to Your Training Success
- Using a Multilingual eCommerce Storefront to Improve Your Learner Experience
- Gain New Insights with SmarterU LMS Forms
- How to Use the SmarterU LMS Enrollment Process Report to Resolve Errors
- Finding the Right Fit: Default and Custom Reports in SmarterU LMS
- Everything You Need to Know About the SmarterU LMS Timeline Page
- 4 Ways to Use Your Custom Learner Dashboard in SmarterU LMS
- Boost Training Completion Rates with Scheduled Reminders
- Everything You Need to Know About Supervisor Access in SmarterU
- How can I view my learners' training history?
- How can I send certificates to my learners?
- Why can’t learners see my knowledge base content?
Grids are used throughout SmarterU to display the output of the Learning Plan, Training Cost, Quiz Analysis, and Audit Log reports.
Sorting a Grid's Contents
To sort a grid's contents:
- Run the report.
- Do one of the following:
- Click the column header you would like to sort the results by. The first time you click a column header the results will be sorted in ascending order. Clicking the column header again sorts the results in descending order.
- Click the beside the column header by which you would like to sort the results and select Sort Ascending or Sort Descending.
An arrow displays beside the column header to indicate the sort order.
Changing Columns Displayed
- Changing the columns displayed is not a permanent or saved change. The changed columns will only stay in effect while you are on the same page.
- Changing the columns does not affected the exported columns.
To change the columns displayed in a grid:
- Run the report.
- Click the in any column header in the grid.
- From the menu, select Columns.
- To include a column in the grid, check the checkbox beside the column name. To hide a column, uncheck the checkbox.
Filtering a Grid's Contents
Filtering enables you to specify criteria so that only those rows that meet your criteria are displayed in the grid. For example, you could apply a filter to the Learning Plans Report so that it only displays learning plans that contain the word "Sales".
- Filters are not available for all columns.
- You may apply filters to multiple columns.
- The conditions that are available will vary based on the column.
To filter a grid's contents:
- Run the report.
- Click the in the column you would like to apply a filter.
- From the menu, select Filter.
- Select the condition from the Show Items With Values That list.
- Enter the value in the field.
- If you would like to specify another filter:
- Select And or Or from the list. And includes a row if both filters are met; Or includes a row if either filter is met.
- Select the condition from the list.
- Enter the value in the field.
- Click Filter.
Removing Filters
To remove filters from the grid:
- Click the in the column you would like to remove a filter.
- From the menu, select Filter.
- Click Clear.
Exporting a Grid's Contents
To export the contents of a grid:
- Display the dashboard or run the report.
- Select one of the following:
- Export to CSV - exports the columns that are visible in the grid.
For the Quiz Analysis Report, the Export to CSV option exports all available columns (including the ones displayed) for the report.
- Export to CSV (full) - exports all report columns and all user-related columns. For the Quiz Analysis Report, a full export includes correct and incorrect answers.
The Export Notification window displays.
- In the Send Email To field, enter the email addresses of the users who should receive the link to the file.
- Click Confirm.
Grouping a Grid's Contents
Grouping clusters the grid's contents using common values of a selected column. For example, you might want to group your report's results by Course Name to view sub-totals for each course.
- You may only select text columns for grouping.
- You may only group results by a single column.
- Grouping is only available for the Training Cost Report.
To group a grid's contents:
- Run the report.
- Click the column header that you would like to use for grouping.
- Drag the column header to the area above the grid.
The contents are grouped by the selected column.