Credits Report

Admin Refresh Experience:  Reports

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Table of Contents

• Overview
• About the Report
• Report Data
• Report Action & Mass Action Options
• Report Roles & Permissions

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Overview

The Credits Report details all internal training completions that Users received credit for.  Credits are typically awarded to a User who is continuing their professional development to maintain a license or certification within an industry.  

You can filter results to see a breakout of credits awards per Credit Type. Single and multi-credit values are supported within this report. The credit value earned for completing training is established in the Course Settings > Completion section.

Are you just getting started with this report? We recommend that you review the Roles & Permission section of this article before you continue.

 

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About the Report

The Credits Report is nested in the Reports menu of the Admin Refresh Experience.  Clicking on the report name will redirect you to the Credits Report page.   The Credits Report displays all active Users who have been awarded credits for completed training. 

 

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Report Data

You can customize this report to provide information on any of the data points listed below.

Notes

• Fields that have an asterisk (*) symbol are included in the Report's default layout. 
• Custom fields configured in your portal settings will also be available. 
• Be mindful that opening a report may also bring up a favorite saved layout, or a shared default organizational report layout.

 

Data Column	Description
Active Enrollment *	This column will display one of the following values: Yes = The enrollment is active and completed. No = Historic enrollments where a User has completed the same training more than once.
Address	This column displays the value populated in the User's Profile > Address field.
Address 2	This column displays the value populated in the User's Profile > Address 2 field.
City	This column displays the value populated in the User's Profile > City field.
Country	This column displays the value populated in the User's Profile > Country field.
Course Name *	This column displays the Course Title (name).
Credits Type *	This column identifies the Credit Type awarded if multi-credits are defined. Note: If multi-credits are not enabled, the Credit Type will be "General".  Course Credit information is configured in the Course > Completion Setting section. Learn more here.
Credits *	This column displays the numeric credit value awarded for successfully completing a scored or non-scored Online Course.
Date Acquired *	This column displays the date and time when the Credit was awarded.
Date Added	This column displays the date and time that the User Profile was created.
Date Edited	This column displays the date and time that the User Profile was edited.
Date Hired	This column displays the value populated in the User's Profile > Date Hired field.
Date Terminated	This column displays the value populated in the User's Profile > Termination Date field.
Department *	This column displays the value populated in the User's Profile > Department field. Note: You will only see data associated with your Role and Permission access.
Email Address	This column displays the value populated in the User's Profile > Email Address field.
Employee Number	This column displays the value populated in the User's Profile > Employee Number field.
External ID	This column displays the system-generated unique identifier for the Credit record within the LMS.
First Name *	This column displays the value populated in the User's Profile > First Name field.
ID	This column displays concatenated ID (GUID) values in the following order: User ID, Enrollment ID, Credit Type
Job Title	This column displays the value populated in the User's Profile > Job Title field.
Language	This column displays the value populated in the User's Profile > Language field. Note: If a language has not been identified, this field will be blank.
Last Name *	This column displays the value populated in the User's Profile > Last Name field.
Location	This column displays the value populated in the User's Profile > Location field.
Middle Name	This column displays the value populated in the User's Profile > Middle Name field.
Notes	This column displays information about the User that an Admin has added to the User's Profile > Notes field.
Phone	This column displays the value populated in the User's Profile > Phone field.
Postal Code	This column displays the value populated in the User's Profile > Postal Code field.
State/Province	This column displays the value populated in the User's Profile > State/Province field.
User ID	This column displays the User's ID.
User Status	This column displays the User Status. If Active = The User can receive training assignments If Inactive = The User cannot participate in or record new training events.
Username	This column displays the value populated in the User's Profile > Username field. The Username is a name-based identity used to distinguish each User as they are added to the LMS. Also referred to as the User’s Login.

 

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Report Action & Mass Action Options

Credits Report 

After generating a report, you can perform administrative actions. Commands to modify Report data become available once the checkbox of a table row item is selected (checked). The menu is displayed on the right-hand frame of the page. This menu is context-sensitive. The options for Actions and Mass Actions that are available will change depending on the content you are selecting.

• An individual row selection will open the Actions menu.
• Multiple row selections will open the Mass Actions menu.

Note: Action options are dependent on your individual Admin Role permission(s).  Some actions listed in the table below may not be available to all Admins.  If you have questions related to your permission set, please contact your local System Admin for details.

Actions

The actions listed in the table below are can be applied to a single enrollment. 

Action Menu Option	Description
Manage Credit Types	Click this button to launch a workspace to create, edit, or delete Credit Types.

 

Mass Actions

The actions listed in the table below are can be applied to multiple enrollments at a time. 

Action Menu Option	Description
Deselect	Click this button to clear current selections.

 

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Report Roles & Permissions

Credits Report

Please note that your environment may use customized Role(s), Permissions, or a combination of both to regulate access to this report.

Admins must have Generated Reports in their Role, in order to export data to Excel or CSV on any Administration page or Report page.

If you have questions or need assistance, please contact your local System Administrator to review your current permission set. 

Required Role Permissions

Role: Section Access	Permission(s) Needed
Reports > Credits

 

Suggested Role Permissions

Role: Section Access	Permission(s) Needed
Reports > Credit Type