Generating Monthly Training Reports

Custom Reports are used to create the Monthly Training Report that is sent to the Account Managers.   The report is a shared Excel file and is largely automated.  Three Custom Reports are used in TLMS to get the needed information: SPOLT Report for self-paced courses, ILT Report for instructor-led courses, and 365-day PMA Signups for a raw count of users that have logged in for the first time.

  • The reports will show the user, email address, course, enrollment date, status, group, and company name.  The SPOLT report will also show the time spent, in seconds.
  • These reports will be automatically emailed as an Excel attachment to scott.rowland@politemail.com.  From there, automation is used to save the file in a specific folder for Power Query to access.

Note there is currently not a time parameter for this report, such as the last 90 days; the report will show ALL completion data in the system.  Date filtering takes place in Power Query/Excel.  However, as the file gets larger this may need to be changed.

  

Custom/Special Training Sessions

Although TLMS can be used to enter special events in the Calendar and mark them as private or visible only to a Group, there is no reporting capability around these. Consequently, an Excel spreadsheet has been created and shared to enter custom training sessions.

This Custom Training List should be updated by each trainer by the 28th of each month.  This file is also pulled by the Power Query to automatically integrate into the Monthly Report.