Reports

Information on reports supervisors and administrators can generate within Ability is provided below. For information on reports sent via email, see Monday Morning Report.

Report Types

Managers and compliance officers have access to run three types of reports in Ability. Review the descriptions below (and review the difference between a course and track, if necessary) to determine the best type of report for your need. 

Type	Report Description	Recommended Report
Track Status	Individuals' status in assigned learning tracks. Includes learner/employee name, learning track name, track status (complete/incomplete)	Supervisors: Learning Track Status by Learner Example (image) CO/Admins: Learning Track Status by Track Example (image)
Track Progress	Individuals' status in assigned learning tracks, with detailed status of each course within the track. Includes learner/employee name, learning track ID and name, track status (complete/incomplete), course ID and name, course completion status (complete/incomplete).	Learning Track Progress by Learner Example (image)
History	Complete training history (course completion records). Includes learner name, course name, completion date.	Supervisors: Training History by Learner Example (image) CO/Admins: Training History by Course Example (image)

Filtering Data

By default, reports include all learners, tracks, and courses the user has access to view. To constrain results, use filters.

Reports recommended for compliance officers/admins in the table above allow filters to be applied prior to running the report. Pre-filter Options (JPG)

While viewing any report, you can choose to edit the current filter (if applicable), create a new filter, or select a saved filter.

Configure Report Filter

• Filter On - Set Criteria

  Data Item

  Select the data item(s) you want to filter on, such as course ID, track ID, learner flexigroup. Learner flexigroups, created by Ability administrators, provide powerful, flexible options for grouping learners. Use flexigroups to filter by employee department or student program code, among others.

  Operator

  Select the appropriate operator for the desired results

  • EQUALS for an exact match (e.g. exact course ID, track ID, learner NetID)
  • CONTAINS for partial text string (e.g. "Bloodborne" to include all courses with titles containing "Bloodborne)
  • BETWEEN can be used for a date range of course completion dates or track assignment dates

  

• Sort By
  Select data item(s) for sorting the report results (optional).
• Output Style and Format - Set Columns

  Style

  Select "Grid" to display the report without header/summary rows, helpful if exporting to Excel.

  Format

  Compliance officers have access to additional report columns, such as supervisor, job title, and department. To display additional columns, under Output Style and Format select the "Grid" output style and the format ending in "Detailed Grid."

  

• Confirm
  Name the report, if you would like to save it for future use. Leave name blank to run as temporary filter.

Saving/Printing Reports

Use the printer icon or Excel icon if you want to save or share the results. 

 

Tips for Excel  

• Warning when opening Excel file

  When opening the Excel file, you can click Yes to "the file format and extension..." message:

  

   

• Sorting

  Before sorting columns, you must remove any merge fields. Typically, the last row is merged. Either delete the last row or use the Unmerge function.

  

• Exporting reports to Excel for compliance monitoring
  Exporting reports to Excel can provide a deeper understanding of learning track completion for your staff and students.  Exporting reports to Excel guide (DOCX)

Request Access to Reports

See available options for viewing large data sets. If Ability is the best reporting option, see Administrator Access.