Run a Transcript Report

Click on (…) icon on the top right to access the dropdown menu. And click on “Run Transcript Report”

You will be brought to the screen below where you can select the criteria for your report. 

Under “Training” you have the option to select the training type, title or subjects you want displayed on your report. You can select as many as you want, but to get a full transcript report, it is suggested that you select all training types.  For this training we will only run the report by training type.

To get a full report of all completed training, under the “Date” tab, click on the option “Training Completion Date (Sessions and External training will use End Date)” 

Next, select a date range from the drop down menu.

Or you can enter a date range manually by clicking on the calendar icon next to the start date and end date.  

              

Under the “Advanced” tab you will select further criteria to add to your report. To run the most accurate report that reflects your course completions and includes archived trainings, pre and post work, and the completion of each instance of a training we will select the criteria below and then click “Run Report”:

Your report will be exported as an Excel workbook.

To run a report of your FULL transcript (including completed, in progress, registered, etc.) you will follow the steps above, but the criteria will be as follows:

Then click “Run Report”.