Creating Reports in Apex - Quicksheet

Ctrl + click to see Step-by-Step instructions

View one user’s complete items only.

View one user’s complete and incomplete items.

1. / Click Reports, then click Student Transcript. / 1. / Click Reports, then click Student Activity Report.
2. / Choose the CSVFormat for the report.
3. / Uncheck the box next to “Zip the report”.
4. / Choose Both as the Content Activity Status.
Limit the date range, if you want, by choosing a Start Date and/or End Date.
5. / Find the user, then click Create Report.
6. / Click Create Report.

View team members’ progress on all content items.

View team members’ progress on onecontent item.

1. / Click Reports, then click User Group Records. / 1. / Click Reports, then click Content Records.
2. / Choose the Format for the report. / 2. / Choose the Format for the report.
3. / Choose the Content Activity Status. / 3. / Choose the Content Activity Status.
4. / Limit the date range, if you want, by choosing a Start Date and/or End Date. / 4. / Limit the date range, if you want, by choosing a Start Date and/or End Date.
5. / Check the Active Users Only box. / 5. / Check the Active Users Only box.
6. / Choose a Completion Status (All Results, Complete, Not Complete). / 6. / Choose a Completion Status (All Results, Complete, Not Complete)
7. / Choose the content item from the list. / 7. / Choose the user group from the list.
8. / Click Create Report. / 8. / Click Create Report.

Reporting Options

Report Formats / Content Activity Status
Online / Opens in your browser. Non-editable, view-only. / Launched / Online Training that was assigned and launched, but may not have been completed;
Classroom Training that was marked as “Completed”.
Spreadsheet / Opens in a CSV file. You can edit and save in Microsoft Excel. / Not Launched / Online Training that was assigned, but not launched; Classroom Training that was assigned, but was marked incomplete or is a future session.
Document / Opens in a PDF file. You can save or print with Adobe Acrobat. / Both / Returns results for launched and not launched.

Reports – Step by Step

See one person’s training – Transcript and Activity Report

To see everything a user has done – completed and not completed – choose the Student Activity Report.

To see only the training that a user has completed, choose the Student Transcript.

1. Click Reports.

2. Click Student Transcript or Student Activity Report(see above).

3. Choose the Format for the report (online/spreadsheet/document).

4. Uncheck the “Zip the report” box.

5. Choose Both as the a Content Activity Status.

You can also limit the report to a date range, if you want, by choosing a Start Date and/or End Date.

6. Find the user.

7. Select the user, then click Create Report.

See a Department’s Training Records

Click Reports, then click User Group Records.

2.Choose the Format for the report (online, spreadsheet, document).

3. Uncheck the box for “Zip the report”.

4.Choose the Content Activity Status (launched/not launched/both).

Limit the date range, if you want, by choosing a Start Date and/or End Date.

5.Check the Active Users Only box.

Child Usergroup = Sub-group. If you check the Include Child Usergroups box, it means that you will see results for all of the sub-groups of the user group you select.

6.Choose a Completion Status (All Results, Complete, Not Complete).

7.Choose the User Group from the list.

8.Click Create Report.

View Completion status for one Content Item

Click Reports, then click Content Records.