Totara Learn Open Discussions

Using a Report Block to see Incomplete Programs

 
Mark Pavlovich
Using a Report Block to see Incomplete Programs
by Mark Pavlovich - Wednesday, 4 October 2023, 10:49 AM
 

We found a solution for showing % of each Program completed without needing to display programs that 100% complete.


We are including step-by-step instructions, so this only looks like it is difficult.


This is tested in v12, but the logic should work in other versions.


Step 1 Create a report - (in our case the report is for Completed Programs, but I imagine this works for Certifications, Courses, Etc.)

  • Source = Program Completion

  • Make the report public - untick the Hide in My Reports BOX

  • Configure the report

    • Columns tab - select these columns.  This makes the Report block data easy to read.

      • Program Name

      • Progress %

      • Date Due

    • Graph Tab - no action required

    • Filters Tab - no action required

    • Content Tab - Use these setting to make sure each Learner sees only her/his information

      • Content Controls

        • Report content - Show records matching any of the checked criteria below

        • Show by user

          • Tick - Show records based on user

          • Tick A user's own records

        • Show by the user's current position - no action required

        • Show by the user's current organization - no action required

        • Show records by audience - no action required

        • Show by organization when completed - no action required

        • Show by date completed. Tick:

          • Show records based on date completed

          • Include records from The past

    • Access Tab - All users can view this report

    • Performance Tab -  no action required

IMPORTANT:

  • Save your work after each step

  • Name the report something that you will remember

  • After you have completed the report config, you will need to set a report filter:

    • View the report

    • Set the Completion Status to Not Complete

    • Save this search - use a name you will remember.  You will need this in the next step


Step 2 - Create a Dashboard Block

  • From the Admin view - navigate to Dashboard > Manage Dashboards

  • From the Manage dashboards view, click on the name of dashboard where you want the report to appear

  • Click Blocks Editing On

  • Click a PLUS to add a block

  • Select Report Table from the Add a Block menu

  • Click on the gear to edit the report

  • In the Block Configuration screen, Tick the Override default block title box and re-name the Block Title to something that makes sense to you

  • In the Custom block settings choose the name of the report you created in Step 1

  • In the saved search dropdown box, choose the name of the search for this report that you created in Step 1

  • SAVE your changes

  • Turn Editing blocks off

NOTES:

  • Check your work by logging in as several different learners.

  • Because this is an individual report, Admins and managers will not have any drill-down capabilities.  They will only see their info.

We hope this helps!