Learning plans deadline and expiry report

Report title

Enter the title of the report.

Select a community

Select a community from the dropdown. The learning plan progress, expiry and deadline data in the report will be from learning plans created in the selected community. 

Select fields to include in the report

Select data you want to include in the report/deselect data you want to omit from the report. 

Filter the report (optional)

Narrow down the data displayed in the report by selecting one or more available filters. For example, you might want to filter the report by Completeness percentage. 

Run

Select how often you would like to run the report. 
From the Run drop down, select one of the following:

• Once: The report will run once only.

• Daily: The report will run once per day.

• Weekly: The report will run once per week. 

• Monthly: The report will run once per month. 
  

If you have selected Daily, Weekly, or Monthly, you can choose to stop the daily, weekly, or monthly creation of the report after a specific number of cycles, by selecting a number from 1-20 in the End after [#] Occurrences dropdown. 

Who can access this report?

In the Who can access this report section, specify the users or groups that will be able to access this report once it has been created.

Select one of the following:

• Only me: Only you (the creator of the report) can access the report.

• All users: All users in the community (specified in the Enter community name field above) can access the report.

• Manually add users: Only specific users in the community (specified in the Enter community name field above) can access the report.

• Assign by admin group: Only users in an admin group you have selected can access this report.

Forwarding (Optional)

Notify selected communities, or community members within those selected communities, once the report is created. 

Select one of the following:

• Don't notify anyone:  No communities are notified.

• Notify all community members: All community members from the communities specified in the Enter community field are notified. 

• Notify specific users: Only selected members of the communities specified in the Enter community field are notified.

id

The ID of the learning plan.

User ID

The ID of the user assigned to the learning plan. 

Family name 

The surname of the user assigned to the learning plan. 

Completeness percentage

How much of the learning plan the user has completed as a percentage. For example, if they've completed 100% of the learning plan, 100 will be shown. 

Expiry selection

Whether or not an expiry has been set for this learning plan. 

One of the following will be shown: 

• Yes: An expiry has been set for this learning plan when it was created

• No: An expiry was not set for this learning plan when it was created

Expiry status

The status of the expiry.

If the report has an expiry, one of the following will be shown:

• Expired: The learning plan has expired

• Not expired: The learning plan has not expired

Deadline date

The user's deadline date and time for that learning plan. For example, 31/12/2023 23:59:00.

Title

The title of the learning plan. 

Given name

The given name of the user assigned to the learning plan.

Completeness status

The current completeness status of the user for that learning plan.

One of the following will be shown:

• In progress: The user has started taking the learning plan but has not yet completed it

• Not started: The user has not started the learning plan

• Completed: The user has completed the learning plan and reached 100% completion

Complete date

The date and time the user completed the learning plan. For example, 10/02/2023 13:44:21. 

Expiry date 

The expiry date and time for the learning plan. 

Deadline selection

Whether or not a deadline has been set for this learning plan. 

One of the following will be shown: 

• Yes: A deadline has been set for this learning plan when it was created

• No: A deadline was not set for this learning plan when it was created

Deadline status

The deadline status is reflective of the user's completion date and deadline date.

One of the following statuses will be shown:

• Deadline hit: This status is shown if the user has completed the learning plan before the set deadline date

• Deadline missed: This status is displayed when a user has not completed the learning plan by the deadline, or started and completed it after the deadline has passed 

• Deadline not passed: This status is displayed if the deadline has not yet elapsed