Refer to the Reports overview help topic for information on why and when to generate this report. To generate a E Learning Tracking Status Summary report, follow these steps:


From the left-hand menu, go to User > My Reports.


Step 1: Select the report type


On the My Reports page, select E Learning Tracking Status Summary from the drop-down list.



Step 2: Select the options to report by

 

Note:

  • You can select more than one option in each section.
  • You can remove a selection by clicking the X next to it.
  • You do not need to add an option in every section. For example, you could just select a Country (South Africa) and then a Brand (Checkers Hyper).
  • Each selection you make builds an AND statement. That means the report data becomes narrower and more specific. For example, if you select a Brand (Usave) and a Division (Western Cape) and a Site (Usave Cathcart) the report will display data that meets all 3 selections (Usave AND Usave Western Cape AND Usave Cathcart). Usave Cathcart is not in the Western Cape and therefore in this example, the report would be blank.
  • The options will dynamically generate based on your previous selection. For example, if you choose Angola in the Country box then the Brand, Division, Designation and Site options will change to only show those that are available in Angola.
  • Tick the Select All box to add all the available options to the box.


Country: Select a Country by clicking its box.



Brand: Select a Brand by clicking its box.



Division: Select a Division by clicking in the text field to display the drop-down menu or you can type the Division name.


 

Recommended selections:


To get the most applicable data in a report, especially when it comes to Country, Brand, Division and Site (Branch) selection, we recommend the following selections:

  • Site / Branch Managers – only select your Site rather than a Country, Brand or Division.
  • Regional Managers – only select the Sites you are responsible for rather than a Country, Brand or Division.
  • Divisional Managers – select your Division rather than a Country, Brand or Sites.
  • Rest of Africa (non-RSA) – select your country from the Country list rather than the Division list.


Step 3: Generate the report


Click the GENERATE button.



Refer to the help topic on how to read the E Learning Tracking Status Summary report.