1. Program Reports

• 1.1 Program Report
• 1.2 Semester Report

1.1 Program Report

The Programs Report is used to view individual program-Level data of users enrolled in the system. Through this report, the enrollment, progress, and completion details of each user can be easily tracked.

Accessing the Report:

From the side drawer, click on Reports, then select Program Reports and open Program Report. 

Report Requirements:

To generate this report, it is required that users are enrolled in programs or Batches.
If a user is not enrolled in any program or Batch, their data will not be included in the report.

Report Filter:

Here is the brief, documentation for each filter in the Programs Report:

• Full name: Search for specific users by entering their complete name.
• Last name: Filter the report to include users with a specific surname.
• First name: Narrow down results based on a user's given name.
• Middle Initial: Refine search results using the user's middle initial.
• ID number: Filter the report using unique employee or system identification numbers.
• Email address: Generate a report for users linked to a specific primary email.
• Email address 2: Search for users based on their secondary or alternative email address.
• Username: View report data for specific accounts using their unique login ID.
• Address / Address 2: Filter users based on their primary or secondary street address details.
• City/town: Generate a regional report for users located in a specific city.
• State/Prov: Filter the report by a particular state, province, or territory.
• Country: Narrow the report scope to users within a specific country.
• Zip/Postal Code: Filter the report by specific postal or zip code regions.
• Phone / Phone 2: Search for users using their primary or secondary contact numbers.
• Fax: Identify users associated with a specific fax number.
• Preferred language: Group report results based on the user’s selected system language.
• Time created: Filter the report by the date and time the user account was first registered.
• Last modified: View users whose records were updated within a specific timeframe.
• Inactive: Specify whether to include active, inactive, or all user accounts in the report.
• Select the program or all programs: Choose the specific programs or certifications you wish to analyze in the report.
• Choose an organization/User Set: Narrow the report data to a specific campus, department, or user group.

Note: Each field includes a help icon that explains its functionality.

The “Select Program” filter is mandatory for generating the Program Report. Users must either select a specific program or choose the “All Programs” option. If this field is left empty, the system will not be able to generate the report. All other filtering fields are optional."

Programs Report View:

After generating the report, program-level data for the selected users is displayed.

Under each user’s name, the list of enrolled programs is shown. Next to each program, the following details are displayed:

• ID Number → Unique identification number of that user
• User Name→ Name of the user as displayed in the system
• Program → Program name where the user is enrolled.
• Credits Required → Total credits required to complete the program
• Credits Completed → Number of credits the user has completed so far
• Transfer Credits → Displays any transferred credits, if applicable
• Completed → Date when the program was completed
• Expired → Date when the completion status expires

Clicking on any user’s name redirects to that user’s individual detailed report page.

Report Configuration: 

To modify report options, the Configure Parameters icon is used, located in the upper left corner of the report.

This option allows updating filters and parameters to generate the required data.

Report Scheduling:

To run the report automatically at a specific time in the future, the Schedule Reports icon is used, located in the upper right corner.

This feature is used to automate report generation based  on a predefined schedule.

Report Export:

The report can be exported in PDF, CSV and Excel formats:

These options allow the report to be saved locally on the system.

Refresh the Report Data:

The report data can be refreshed to show the latest information without reopening or reapplying parameters. Click the Refresh button at the bottom center of the page, and the system will reload the report with updated data automatically.

1.2 Semester Report

The Semester Report displays semester-related academic information and progress for a selected user. The main purpose of this report is to summarize learner performance, enrolled courses, completed credits, total study time, and overall semester progress in a single report.

This report helps administrators to  monitor semester-level learner performance and Batch academic progress.

Accessing the Report:

From the side drawer, click on Reports, then select Program Reports and open Semester Report. 

Report Requirements:

The following requirements are needed to generate Semester report:

Report Filters:

This report includes the following fields and filters:

• Select User → Used to select a specific learner
• Semester Selection → Used to select a specific semester.

Additional User Filtering Options:

The report also includes multiple filters for searching and refining user data, such as:

• Name fields (Full Name, First Name, Last Name, Middle Initial)
• User identification details (ID Number, Username)
• Contact information (Email Address, Phone, Fax, Address, City, State, Country, Zip Code)
• Account-related fields (Preferred Language, Time Created, Last Modified, Inactive Status)

Most text-based fields use the “contains” option, while date fields include:

• “Is after”
• “Is before”

These filters are used to customize and narrow down report data according to specific users or semesters.

After completing all the configuration, click on the Show Report button to display the report.

Report Output:

The report displays the following information:

• Semester Name → Name of the selected semester
• User → Name of the learner
• ID Number → User’s unique ID number
• Start Date → Start date of Semester
• End Date → End date of Semester
• Semester Duration → Total semester duration
• Program Name → Name of the related program
• Total Enrolled Students → Total students enrolled in the semester
• Total Courses → Total number of semester courses
• Total Credits → Total semester credits
• Credits Completed → Credits completed by the learner
• Transfer Credits → Details of transferred credits
• Total Time → Total learning/study time
• Semester Fee → Semester fee details
• Completed Courses (100% Progress) → Fully completed courses
• In Progress Courses → Courses currently in progress
• Not Started Courses → Courses not yet started
• View Certificate → Option to view certificates
  
  

Report Actions:

• Report settings and filters can be modified using Configure Parameters.
• The report can be exported in PDF, Excel and CSV formats.
• The report can be scheduled using the Schedule Reports option to be generated at a specified date and time.

These options allow the report to be saved locally on the system.

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