REPORTING for Standard Plan subscribers
There are three ways to access reports based on employee’s activity or course activity.
- Single Employee Report
- All courses for all employees (excluding Bank Director Training Courses (BDOT))
- All employees for specific courses (excluding Bank Director Training Courses (BDOT))
Single Employee Report
To access the “report card” (completed and not completed courses) for an individual employee follow these instructions:
- Click on the Administration tab
- Select the employee’s name from the Select Employee dropdown menu under the Administer Members section.
- “Click Here” next to the Member Report Card.
- Enter the Enrollment Start Date and End Date (YYYY-MM-DD) of the dates in which the employee was enrolled in their courses that you want a report from. REMEMBER, these dates are the dates the administrator or employee enrolled in the courses, not necessarily the dates in which the employee was to take and complete the courses.
Note: You may leave the dates blank to get an entire history report.
- There is a maximum number of line items (200) that appear directly on the screen. To see the full report, you must export to Excel. Click on the Excel icon at the top. You can also print the report from Excel.
- Click the Administration tab to return to the main screen.
All Employees & All Courses Report
To access a complete history report for all employees and all courses follow these instructions:
- Click on the Administration tab.
- “Click Here” next to Activity Report for All Non-Bank Director Courses under the Reports section.
- Enter the Enrollment Start Date and End Date (YYYY-MM-DD) of the dates in which the employee was enrolled in their courses that you want a report from. REMEMBER, these dates are the dates the administrator or employee enrolled in the courses, not necessarily the dates in which the employee was to take and complete the courses.
Note: You may leave the dates blank to get an entire history report.
- You may print the report as is or export the report to an Excel file by clicking on the Excel icon at the top.
- Click the Administration tab to return to the main screen.
All Employees & Specific Courses Reports
To access a report for all employees that completed one specific course, follow these instructions:
- Click on the Administration tab
- “Click Here” next to Activity Report for Select Non-Bank Director Courses under the Reports section.
Note: The next screen will take some time to load. Please be patient. It will not look like anything is happening, but it is loading.
- Enter the Enrollment Start Date and End Date (YYYY-MM-DD) of the dates in which the employee was enrolled in their courses that you want a report from. REMEMBER, these dates are the dates the administrator or employee enrolled in the courses, not necessarily the dates in which the employee was to take and complete the courses.
Note: You may leave the dates blank to get an entire history report.
- Select the course you will to get a report on from the dropdown list.
- You may print the report as is or export the report to an Excel file by clicking on the Excel icon at the top.
- Click the Administration tab to return to the main screen.
Test Attempt Details
To know how many times it took a particular learner to pass the test on a particular course and the score they got on each attempt, follow these instructions:
- Click on the Administration tab
- Select the employee’s name from the Select Employee dropdown menu under the Administer Members section.
- “Click Here” next to the Test Attempt Details
This report will show every test that was attempted for each course that has been completed. The report can be exported to Excel and then sorted or filtered based on the information needed.
Special Course Reports
There are two other reports that can be used for specific courses within the Catalog:
- Detailed Score Report for CBU Mandatory Course Content – 12 different job functions
- Detailed Score Report for Bank Secrecy Act – Frontline & Deposit Operations – both the Frontline Essentials: BSA Compliance course (retired 10/1/18) and the Bank Secrecy Act – Frontline & Deposit Operations course.
These reports will show you the detailed scores and completion of each of the modules found within the main course.