Report on Employee Training Progress

Employee progress can be monitored and reported upon using the Team Training tool or using the Transcript Manager. Information collected through these tools can then be exported to an Excel Spreadsheet to create reports.

Export Transcript Information from the Transcript Manager

1. Select Menu > Training & Education > Transcript Manager.

2. Selecting Search in the Transcript Manager screen will display all transcripts related to employee training.

For specific training records, filter your results by desired criteria:

o Course
o Status
o Date
o Business Unit or Job Classification
o Etc.

2a. Place a check mark by the desired transcripts you wish to include in your report.

3. Select Action > Export.

3a. Place a check mark beside the information you want to include from Values to Export list provided.

Some clients prefer to include all available values in the export, rather than to sort, manipulate, and delete extra information in Excel afterwards.

You may find it easiest to export just the following recommended values:

o Display Name (or First and Last)
o Employee Role
o Course (and Course Alias if for a course not delivered through iTacit)
o Start and End Dates
o Status
o Grade

   3b. Select Download Exported Values.
   3c. A confirmation window will display; select Yes.

   3d. Your export is downloaded to your computer. If you are not prompted to open the file, you should be able to access it in your Downloads folder.

The columns of information in Excel can easily be rearranged, sorted, and paired down to meet your reporting needs. For example, you could sort based on Status to see those who have completed a course, have not started (Enrolled), or are In Progress.

Export Information as a Cross Tab Report

Exporting to a Cross Tab Report in Excel provides the ability to look at training records grouped by employee. The spreadsheet shows all employees in your search, as well as their training progress in each course.

4. Select Menu > Training & Education > Transcript Manager.

5. Selecting Search in the Transcript Manager screen will display all transcript results.

To gather specific information, filter your results by Employee, Job Classification, or Business Unit, or Date.

5a. Place a check mark by the desired transcripts you wish to export for your report.

6. Select Action > Export as Cross Tab.

7. Your export is downloaded to your computer. If you are not prompted to open the file, you should be able to access it in your Downloads folder.

This Excel spreadsheet has a row for each employee, with the columns as the course results. You can see if the employee has Completed the course, is In Progress, or is Enrolled. If the cell is empty, it means that the employee has not been assigned that specific course.