Totara Learn Open Discussions

Reports for admin / office Manager

 
Liz Baines
Reports for admin / office Manager
by Liz Baines - Thursday, 18 March 2021, 4:14 AM
 

Hello,

Is there a way of creating a report which administrators and office managers have access to view course completions for employees based at their location only? At the moment we have reports which are only visible to managers which include their direct and indirect reports. Ideally, we would also like the administrators/office managers to view this report as they will be responsible for it. We have assigned the administrators as temporary managers in the user's profile which works but this isn't suitable for the long term. I know we can select restrict access by role but is there any way of having more options to select a specific person or group?


Many thanks 


Liz

Craig Eves
Re: Reports for admin / office Manager
by Craig Eves (Totara Support) - Thursday, 18 March 2021, 5:31 PM
Group Totara

Hi Liz

If you have the location information structured in an organization hierarchy you can Select the Content tab in the report and Select the 'Show by user's current organisation ' The report viewer would then only see records of users that are in the same organisation (or below) as they are.

It is also possible to select 'Show records by audience' to give more control of who you want displayed in the report using audience rules  to select the users you want to display. This would mean a different audience and report for each location so the technique above is preferable as only one report is required.

Regards