Using Simple Configuration to Create a Program Report
The Program report offers an overview of a pre-defined learning program—like compliance training or new hire training. This guide explains how to create a Program report using Simple Configuration.
- User Types
- Any user with access to the report builder (Global Admins, Area Admins, and some Users) can configure a Program report.
- Available on CLO, and Enterprise.
- Anybody (both beginners and experts) can use simple configuration.
Create a Program Report
- Click Report Builder in the main navigation and choose Program from the report-type carousel:
- You’ll use the report builder to customize the report and then click Save As New Report to create a new report with the options you’ve chosen:
Customizing Program Reports
When customizing Program reports, you’ll see 8 options. Click on any of the option names to look at the settings for that option:
After clicking Activities, you’ll be able to choose which activities you want to include in your Program report. You can choose as many different activities as you’d like, and the Program report will display information related to the chosen activities.
The Activities filter works the same with Program reports as when you use the report builder to create any type of report.
Please note: The Activities section of Program report configuration is simply a filter, and will not create the actual program steps. You'll do that in the Program section.
After clicking People, choose which people to include in your Program report. You’ll be able to select multiple people and parts of your organization, and those people will be included in the Program. If you select a Group Type, only these types of group will be shown in the groups table of the Program report.
The People filter works the same with Program reports as when you use the report builder to create any type of report.
The Verbs filter works the same with Program reports as when you use the report builder to create any type of report.
The Dates filter works the same with Program reports as when you use the report builder to create any type of report.
The Report Text menu works the same with Program reports as when you use the report builder to create any type of report.
Within the Program menu, you can add new steps (milestones) to your Program. Each step can be a Simple Step or an Advanced Step. A Simple Step consists of only one activity, while an Advanced Step is composed of multiple activities.
- After clicking Add Simple Step, you can search for a single Activity the same way you would in the above Activities section. You also have the option to apply a name to that activity which will appear on the Program report's milestone tracker.
Adding an Advanced Step allows for two differences from a Simple Step"
- First, you can select from multiple possible activities instead of just one.
- Secondly, you can identify whether or not success is required, i.e. does the activity need to be passed, or just completed?
Warning: The Success Required flag does not make the step optional. When this option is set to "Yes" it means that the step requires a "success" flag within an xAPI statement (specifically
result.successneeds to be
true). If the option is set to "No" the program report is looking for statements that match the activity and/or verb, regardless of whether it was successful.
The option to select whether steps must be completed in order is available as well. When Steps should be completed in order is selected, the Program milestones chart will always sum to 100%. When Steps can be completed in any order is selected, the Program Milestone chart will show a distinct value between 0 and 100% for each step.
The competency menu provides the opportunity to map certain activities in a learning program to a specific competency framework. Note that this section is not required to be completed to configure a Program report. Selecting Add Competency displays a familiar interface in which you can select an activity to associate with the competency.
The Activity Name field allows you to customize the display name of the activity to be associated to the Competency. The Activity field allows you to search for the relevant activity to associate to the Competency. If the activities selected report a score result, that score will be used to calculate the competency on a 0.0 - 1.0 scale.
After all desired activities have been associated to the competency, clicking Savewill add the Competency to the Program report.
Within the Assessment menu, you can select one or more assessments by their activity ID after clicking the Add Assessment button.
The Assessment Name field can be populated with the display name you prefer to be displayed in the Program report. The Activity field allows you to search for an assessment within your data. If question data from the assessment is reported which specifies the selected activity as the parent activity id, that question data will be included as well.