Totara 2.9 Report Sources

Table of ContentsReport Access...........................................................................................................................................................................................4

Report Performance.................................................................................................................................................................................4

Definition of a Report Source...................................................................................................................................................................4

Multiple Filter Options.............................................................................................................................................................................4

Graphical Reporting................................................................................................................................................................................. 5

Appraisal Detail........................................................................................................................................................................................6

Appraisal Status....................................................................................................................................................................................... 9

Assignments Submissions.......................................................................................................................................................................12

Assignment Submissions Summary........................................................................................................................................................15

Audiences...............................................................................................................................................................................................16

Audience Orphaned Users..................................................................................................................................................................... 19

Audience: Enrolled Learning..................................................................................................................................................................22

Audience: Visible Learning....................................................................................................................................................................22

Audience Members................................................................................................................................................................................23

Badges Issued.........................................................................................................................................................................................26

Certifications.......................................................................................................................................................................................... 30

Certification Completion........................................................................................................................................................................31

Certification Overview............................................................................................................................................................................35

Completion Import: Certificate Status...................................................................................................................................................39

Completion Import: Course Status........................................................................................................................................................40

Competency Status................................................................................................................................................................................ 41

Competency Status History....................................................................................................................................................................45

Courses.................................................................................................................................................................................................. 49

Course Completion.................................................................................................................................................................................50

Course Completion by Organisation.......................................................................................................................................................55

Evidence.................................................................................................................................................................................................59

Face to Face Interest..............................................................................................................................................................................62

Face to Face Sessions.............................................................................................................................................................................66

Face to Face Summary........................................................................................................................................................................... 71

Feedback Summary................................................................................................................................................................................73

Goal Status............................................................................................................................................................................................. 77

Confidential © 2014 Kineo. All rights reserved. of 148

Goal Status History.................................................................................................................................................................................80

Goal Summary........................................................................................................................................................................................83

HR Import Log........................................................................................................................................................................................ 83

Learning Plans........................................................................................................................................................................................ 84

Messages................................................................................................................................................................................................87

Organisations......................................................................................................................................................................................... 90

Programs................................................................................................................................................................................................ 91

Program Completion..............................................................................................................................................................................92

Program Overview................................................................................................................................................................................. 96

Record of Learning: Certifications.......................................................................................................................................................100

Record of Learning: Competencies......................................................................................................................................................104

Record of Learning: Courses................................................................................................................................................................107

Record of Learning: Objectives............................................................................................................................................................112

Record of Learning: Previous Certifications.........................................................................................................................................115

Record of Learning: Previous Course Completions..............................................................................................................................118

Record of Learning: Programs.............................................................................................................................................................122

Record of Learning: Recurring Programs.............................................................................................................................................125

SCORM.................................................................................................................................................................................................129

Site Logs...............................................................................................................................................................................................133

User......................................................................................................................................................................................................138


Report AccessEach report can be made available to all users or restricted to only users who have a specific role. If a report is to be restricted to users with a specific role, an administrator can require a user to have the role in any context (e.g. at the course or category level) or at the system level. Any custom roles that are defined will appear in the Report Access list.

Note: A user’s access to a report is based on their role, reports cannot be delivered to specific individuals.

Report PerformanceFor large reports, administrators can take advantage of the ‘Performance’ tab which can help in the display and running of Totara reports. An administrator can ‘restrict initial display’ allowing a reporter the ability to define their filters prior to being presented with the full range of data. Reports can also be cached when there isn’t a requirement to always see the most up-to-date cut of data. An administrator can define when the cache is to be refreshed and can select daily, weekly or monthly.

Definition of a Report SourceThe source of a report defines the primary type of data (data set) that can be used within the report definition. This data set is the only available data for that user generated report content. Further, run time filters allow you to narrow the records returned during the report run. Content parameters also allow for additional specifications desired for the report output.

Global Report RestrictionsAllows you to control what a user is able to see when viewing a report, allowing you to limit it to records relating to just users in selected audiences, positions, hierarchies, or even individual users. Restrictions are applied to all reports by default, but can also be enabled or disabled on a report-by-report basis. Uses include:

o Let an organisation view one or more reports but only see the records that belong to users of that organisation.

o Limit access to records belonging to a subset of users (such as all suspended users) to a specific group (such as site

administrators), without having to modify each individual report.

Clone ReportsIt’s possible to clone a Report which; takes a copy of the report, its source, columns, filters, and settings and then allow you to make the changes you need. You can quickly make different versions of a report suitable for different purposes or people without needing to start from scratch.

Multiple Filter OptionsEach report now contains multiple filtering options:

o Standard filter options: The filters chosen here determine which filters appear above the report.

o Sidebar filter options: The filters chosen here determine which filters appear to the left hand side of the report.

o Toolbar search box: If enabled, specific data columns may be searched upon directly from within the report itself.


Graphical ReportingThis standalone feature makes it possible to aggregate report data. There is a new pulldown menu for each column in the Columns tab. Depending on the type of column; various options are available to allow you to transform the report data.

There is a new Graphs tab which contains a Graphs type pulldown menu. Graphs available include Column, Line, Horizontal Bar, Pie, Scatter and Area. Depending on the type of graph selected, various options are available to allow you to transform the data


Appraisal DetailThis report source is used to extract details of a learner’s appraisals including all answers and metrics regarding time spent on each stage.

Report Columns (Columns Tab)

Default Columns Additional Columns Available

User’s Fullname (linked to profile)Appraisal NameUser’s Current StageUser’s Current Stage DueUser’s Appraisal Time CompletedUser’s Appraisal Status

Appraisal Status Learner’s Answers Learner’s Rating Answers Learner’s Score Manager’s Answers Manager’s Rating Answers Manager’s Score Manager’s Manager’s Answers Manager’s Manager’s Rating Answers Manager’s Manager’s Score Appraiser’s Answers Appraiser’s Rating Answer Appraiser’s Score All Roles’ Answers All Roles’ Rating Answers All Roles’ Score User’s Appraisal Previous Stage Time CompletedAppraisal Appraisal Status Appraisal Time Started Appraisal Time FinishedUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name


User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields Any

Report Filters (Filters Tab)

Default Filters Additional Filters Available

User’s Current StageUser’s Appraisal Status

User User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic


User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields Any

Report Content (Content Tab)

Content Controls

Report Content Show all records Show records matching any of the checked criteria below Show records matching all of the checked criteria below

Show by the user Show records based on the userInclude records from particular users: A user’s own records


Records for user’s direct reports Records for user’s indirect reports Records for user’s temporary reports

Show by the completion date Show records based on the completion dateInclude records from: The past The future The last 30 days The next 30 days The current financial year The previous financial year

Include record if date is missing Checkbox

Appraisal StatusThis report source is a cut-down version of the ‘Appraisal Detail’ report source aimed at providing an overview of a learner’s current appraisal status.



User’s Fullname (linked to profile)Appraisal NameUser’s Current StageUser’s Current Stage DueUser’s Appraisal Time CompletedUser’s Appraisal Status

User’s Appraisal Previous Stage Time CompletedAppraisal Appraisal Status Appraisal Time Started Appraisal Time FinishedUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name


Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager NameUser Custom Profile Fields Any



User’s Current StageUser’s Appraisal Status

User User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address


User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields Any


Content Controls


Show by the user Show records based on the userInclude records from particular users: A user’s own records Records for user’s direct reports Records for user’s indirect reports Records for user’s temporary reports

Show by the completion date Show records based on the completion dateInclude records from: The past The future


The last 30 days The next 30 days The current financial year The previous financial year


Assignments SubmissionsThis report source pulls out data relating to a learner’s submissions via the ‘Assignment’ activity.



Assignment NameUser’s FullnameSubmission grade

Assignment Assignment Intro Assignment typeGrade Grade scale values Submission Comment Last modified Last marked Max grade Min gradeUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution


User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCourse Course Name Course Name (linked to course page) Course Name (expanding details) Course Name (linked to course page with icon) Course Visible Audience Visibility Course Icon Course Shortname Course ID Number Course ID Course Start Date Course Name and Summary Course Summary Type Course Language


Category Course Category Name Course Category (linked to category) Course Category ID



User’s Fullname Assignment Assignment name Assignment IntroGrade Submission grade Last modified (submission) Last marked (grade)User User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last ModifiedUser Custom Profile Fields AnyCourse Course Name


Course Shortname Course ID Number Course Visible Course Start Date Course Name and Summary Course Language Course TypeCategory Course Category Course Category (multichoice)


No content restrictions are available for this source. To use restrictions, ask your developer to add the necessary code to the ‘assignment’ source.

Assignment Submissions SummaryThis report source acts as a cut-down version of the ‘Assignment submissions’ report source, aimed to give a summary of assignments made in the LMS.



Assignment NameUser countAverage grade

Assignment Assignment Intro Maximum achievable grade Sum grade Min grade Max grade Min last modified Max last modified Min last marked Max last markedCourse Course Name Course Name (linked to course page) Course Name (expanding details) Course Name (linked to course page with icon) Course Visible Audience Visibility Course Icon Course Shortname Course ID Number


Course ID Course Start Date Course Name and Summary Course Summary Type Course Type Course Language Category Course Category Course Category (linked to category) Course Category ID



None Assignment Min last marked Max last marked Course Course Name Course Shortname Course ID Number Course Visible Course Start Date Course Name and Summary Course LanguageCategory Course Category Course Category (multichoice)


No content restrictions are available for this source. To use restrictions, ask your developer to add the necessary code to the ‘assignmentsummary’ source.

AudiencesThis report source pulls out the details of existing audiences on the LMS. It displays whether they are static or dynamic, details of assigned users, and more.



Audience Name Audience


User’s Fullname Audience Name (with link) ID Type No. of Members Actions Start date End date StatusUser User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type


User’s Job Title User’s Position Start Date User’s Position End DateUser Custom Profile Fields Any



User’s Fullname Audience Audience Name ID TypeUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last ModifiedUser Custom Profile Fields AnyTags Tags



No content restrictions are available for this report source.


Audience Orphaned UsersThis report source shows information about users who do not belong to any audiences within the LMS.



User’s Fullname (linked to profile with icon)UsernameUser Last Login

User User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date


User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID Number User’s Picture User’s My Learning Icons User’s Fullname (with links to learning components) ExtensionsUser Custom Profile Fields AnyStatistics User’s Achieved Competency Count User’s Courses Started Count User’s Courses Completed Count



User’s Fullname User User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access


User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyAudience User is a member of audience


Content Controls


Show by the users Show records based on the userInclude records from particular users: A user’s own records Records for user’s direct reports Records for user’s indirect reports Records for user’s temporary reports

Show by the user’s current organisation Show records from staff in the user’s organisationInclude records from child organisations Staff at or below the user’s organisation Just staff in the user’s organisation Just staff below the user’s organisation

Show by the user’s current position Show records from staff in the user’s positionInclude records from child positions: Staff at or below the user’s position Just staff in the user’s position


Just staff below the user’s position

Show by time created Show records based on time createdInclude records from: The past The future The last 30 days The next 30 days The current financial year The previous financial year


Audience: Enrolled LearningThis report source allows you to display what learning each audience has been enrolled into. This report source is primarily used as an embedded report to support the administration of audience management.



NameType

Associations Name (with icon and link) Actions CompletionAudience Audience Name ID



NameType

Audience Audience Name ID


No content restrictions available for this report source.

Audience: Visible LearningThis report source allows you to report on what learning is visible to the members of a particular audience. This report will only be of use if audience based visibility is turned on and configured in courses.




NameTypeVisibility

Associations Name (with icon and link) Actions CompletionAudience Audience Name ID



NameType

Audience Audience Name ID



Audience MembersThis report source extracts details of users and what audiences they belong to including details of the audience itself.



Audience NameUser’s Fullname

Audience Audience Name (with link) ID Type Start Date End Date StatusUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language


User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields Any



User’s Fullname Audience Audience Name


ID TypeUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields Any



Badges IssuedReport Columns (Columns Tab)


Users Fullname (linked to profile)Badge imageBadge issue dateBadge typeBadge status

Badge Issue Badge issue date Badge expiry date Badge issuer notifiedBadge Badge image Badge issuer name Badge issuer contact Badge name Badge type Badge statusUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status


User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberCourse Course Name Course Name (linked to course page) Course Name (expanding details) Course Name (linked to course page with icon) Course Visible Audience Visibility Course Icon Course Shortname Course ID Number Course ID Course Start Date Course Name and Summary Course Summary Type Course LanguageCategory Course Category Course Category (linked to Category) Course Category ID



Badges Badge Issue


Badge issue dateBadge typeBadge status

Badge expiry dateBadge Badge name Badges Badge issuer name Badge type Badge statusUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID


User’s Manager ID NumberCourse Course Name Course Shortname Course ID Number Course Visible Course Start Date Course Name and Summary Type Course LanguageCategory Course category Course category (multichoice)Audience User is a member of audience Course is enrolled in by audience


Content Controls


Show by the user’s current position Show records from staff in the user’s positionInclude records from child positions: Staff at or below the user’s position Just staff in the user’s position Just staff below the user’s position

Show by the user’s current organisation Show records from staff in the user’s organisationInclude records from child organisations Staff at or below the user’s organisation Just staff in the user’s organisation Just staff below the user’s organisation

Show by the users Show records based on the userInclude records from particular users: A user’s own records Records for user’s direct reports Records for user’s indirect reports Records for user’s temporary reports

Show by time created Show records based on time created


Include records from: The past The future The last 30 days The next 30 days The current financial year The previous financial year


CertificationsThis report source provides a summary of certifications that exist in the LMS including which category they exist within.



Certification Name and linked iconCourse Category (linked to category)

Certification Certification Name Certification Short Name Certification ID number Certification ID Certification Summary Available From Available Until Certification Name (expanding details) Certification Visible Audience Visibility Active Period Window PeriodCategory Course Category Course Category ID



Certification NameCourse Category (multichoice)

Certification Certification Short Name Certification ID number


Certification Summary Available From Available Until Active Period Window PeriodCategory Course CategoryAudience Certification is enrolled in by audience


Content Controls


Only show by available Programs checkbox

Certification CompletionThis report source provides an overview of certifications completed by learners pulling fields such as: ‘status’, ‘due date’ and ‘completed date.’



User’s Fullname (linked to profile)Certification Name and Linked IconStatusDate Due

Certification Completion Date started Is complete? Is not complete? Is in progress? Is not started? Date completed Completion organisation ID Completion organisation Completion position ID Completion positionUser User’s Fullname User’s Fullname (linked to profile with icon)


User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCategory


Course Category Course Category (linked to category) Course Category IDCertification Certification Name Certification Short Name Certification ID Number Certification ID Certification Summary Available From Available Until Certification Name (expanding details) Certification Visible Audience Visibility Active Period Window Period

Report Filters


Certification NameUser’s FullnameStatus

Certification Completion Date started Date completed Date due Is complete? Is not complete? Is in progress? Is not started? Organisation when completed (basic) Organisations when completed Organisation when completed Position when completed (basic) Positions when completed Position when completedUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic


User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display setting) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCategory Course Category Course Category (multichoice)Certification Certification Short Name Certification ID Number Certification Summary Available From Available Until Active Window


Window PeriodAudience User is a member of audience Certification is enrolled in by audience


Content Controls



Show by the user’s current organisation Show records from staff in user’s organisationInclude records from child organisations: Staff at or below the user’s organisation Just staff in the user’s organisation Just staff below the user’s organisation

Show by organisation when completed Show records completed in the user’s organisationInclude records from child organisations: Staff at or below the user’s organisation Just staff in the user’s organisation Just staff below the user’s organisation


Show by date completed Show records based on date completedInclude records from: The past The future The last 30 days The next 30 days The current financial year


The previous financial year


Certification OverviewThis report source provides a detailed look into certifications, what courses they consist of and a user’s progress through those courses.



Certification Short NameUser’s Organisation NameUser’s PositionUser’s Fullname (linked to profile)Certification StatusDue DateCourse Short NameCourse StatusFinal GradeCertification Path

Certification Certification Name Certification ID number Certification ID Certification Summary Available From Available Until Certification Name and Linked Icon Certification Name (expanding details) Certification Visible Audience Visibility Active Window Window PeriodUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number


User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCertification Completion Date started Date completed Completion Organisation Short name Completion Organisation Full name Completion Organisation Type Completion Position Full name Completion Position Type Completion Position ID Status Renewal Status Window Opens Expiration Date Completion Date Progress


Course Date Enrolled Date Started Date Completed Grade Pass Course Category Course Category (linked to category) Course Category ID



Certification Name (select box) User User’s Fullname User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last ModifiedUser Custom Profile Fields AnyCertification Certification name Certification short name


Certification ID number Certification summary Available from Available until Active Window Window Period


Content Controls


Show by the user’s current position Show records from staff in the user’s positionInclude records from child organisations: Staff at or below the user’s position Just staff in the user’s position Just staff below the user’s position

Show by the user’s current organisation Show records from staff in the user’s organisationInclude records from child organisations: Staff at or below the user’s organisation Just staff in the user’s organisation Just staff below the user’s organisation

Show by the organisation when complete Show records completed in the user’s organisationInclude records from child organisations: Staff at or below the user’s organisation Just staff in the user’s organisation Just staff below the user’s organisation


Show by the completion date Show records based on the completion dateInclude records from: The past The future The last 30 days


The next 30 days The current financial year The previous financial year


Completion Import: Certificate StatusThis report source extracts details on historic certifications completed and uploaded into the LMS. This report source is primarily used to highlight any errors or keep a log of completion data uploaded into the system.



IDLine NumberErrorsImported as evidence?Imported by usernameTime uploadedUsername to importCertification ShortnameCertification ID NumberCompletion date

Import Imported by user idImported By Imported by



None Import ID Line number Imported by user id Time uploaded Username to import Certification Shortname Certification ID Number Completion dateImported by Imported by Imported by username



No content restrictions are available for this source. To use restrictions, ask your developer to add the necessary code to implement ‘completionimport_certification’ source.

Completion Import: Course StatusThis report source extracts details on historic courses completed and uploaded into the LMS. This report source is primarily used to highlight any errors or keep a log of completion data uploaded into the system.



IDLine NumberErrorsImported as evidence?Imported byTime uploadedUsername to importCourse ShortnameCourse ID NumberCompletion dateGrade

Import Imported by user idImported by Imported by username



None Base ID Line number Imported by user id Time uploaded Username to import Course Shortname Course ID Number Completion date GradeImported By Imported by Imported by username



No content restrictions are available for this source. To use restrictions, ask your developer to add the necessary code to implement ‘completionimport_course’ source.

Competency StatusThis report source details information regarding a user’s progress through their assigned competencies.



User’s Fullname (linked to profile)Competency Name (linked to competency page)User’s Organisation NameCompletion Organisation NameUser’s PositionCompletion Position NameProficiencyThe completion date

Competency Status Proficiency ID Completion Organisation ID Completion Organisation Path Completion Position ID Completion Position Path Assessor Name Assessor OrganisationCompetency Competency Name Competency Short Name Competency ID Competency Path User’s Status History LinkUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number


User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields Any



User’s FullnameParticipant’s Current OrganisationOrganisation when completedParticipant’s Current PositionPosition when completedCompetency NameCompleted DateProficiency

Competency Status Office when completed (basic) Organisations when completed Position when completed (basic) Positions when completed Assessor Name Assessor OrganisationCompetency Competency Name Competency Short Name Competency ID Competencies


User User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager IDCustom User Fields AnyAudience User is a member of audience


Content Controls





Show by the organisation when completed Show records completed in the user’s organisationInclude records from child organisations: Staff at or below the user’s organisation Just staff in the user’s organisation Just staff below the user’s organisation




Competency Status HistoryThis report source reports on the status of a competency assigned to a learner over time, highlights any changes to the competency status and outputs the date/time modified and who it was modified by.




User’s Fullname (linked to profile)Competency NameUser’s Goal StatusUser’s Status Time ModifiedUser’s Status Modified by User

User User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID


User’s Manager ID NumberUser Custom Profile Fields Any



None Competency Competency NameCompetency Status History User’s Status Time ModifiedUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date


User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyAudience User is a member of audience


Content Controls






Show by the completion date Show records based on the completion dateInclude records from: The past


The future The last 30 days The next 30 days The current financial year The previous financial year

Include record if date is missing checkbox


CoursesThis report source extracts information regarding courses that exist in the LMS and any associated custom course fields.



Course Name (linked to course page) Course Content Course Name Course Name (expanding details) Course Name (linked to course page with icon) Course Visible Audience Visibility Course Icon Course Shortname Course ID Number Course ID Course Start Date Course Name and Summary Type Course Language Course TypeCategory Course Category Course Category (linked to category) Course Category IDTags Tags



Course NameCourse Category (multichoice)

Course Course Content Course Shortname Course Visible Course ID Number Course Start Date Course Name and Summary Course Language


Course TypeAudience Course is enrolled in by audience


Content Controls


Show by date/time Show records based on date/timeInclude records from: The past The future The last 30 days The next 30 days The current financial year The previous financial year


Course CompletionThis report source extracts information on users and courses they are enrolled into. This report can be used to demonstrate which users have completed which courses and on what date.



User’s Fullname (linked to profile)Course Name (linked to course page)User’s Organisation NameCompletion Organisation NameUser’s PositionCompletion Position NameCompletion StatusThe Completion Date

Course Completion Is complete (any method) Is not complete? Is complete (not via RPL) Is complete (via RPL) Is in progress? Is not yet started? Date Started Date Enrolled Completion Organisation ID Completion Position ID Grade Pass Grade


Grade and Required GradeUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID


User’s Manager ID NumberUser Custom Profile Fields AnyCourse Course Name Course Name (expanding details) Course Name (linked to course page with icon) Course Visible Audience Visibility Course Icon Course Shortname Course ID Number Course ID Course Start Date Course Name and Summary Course Summary Type Course LanguageCategory Course Category Course Category (linked to category) Course Category IDTags Tags



User’s FullnameParticipant’s Current OrganisationThe organisation when completedParticipant’s Current PositionPosition when completedCourse NameCourse CategoryDate CompletedCompletion Status

Course Completion Date Started Date Enrolled Is complete (any method) Is not complete? Is complete (not via RPL) Is complete (via RPL) Is in progress? Is not yet started? Office when completed (basic) Organisations when completed Position when completed (basic)


Positions when completed Grade Required Grade Is EnrolledUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields Any


Course Course Shortname Course ID Number Course Visible Course Start Date Course Name and Summary Course LanguageTags TagsAudience User is a member of audience Course is enrolled in by audience


Content Controls




Show by the organisation when completed

Show records from staff in the user’s organisationInclude records from child organisations: Staff at or below the user’s organisation Just staff in the user’s organisation Just staff below the user’s organisation

Show by the user

Show records based on the userInclude records from particular users: A user’s own records Records for user’s direct reports Records for user’s indirect reports


Records for user’s temporary reports



Course Completion by OrganisationThis report source aims to provide a summative overview of course completion by organisation. Metrics such as ‘Number of courses completed’ and ‘Percentage Completed’ can be used as columns in this report source.



Completion Organisation NameNumber CompletedNumber of RecordsEarliest Completion DateLatest Completion Date

Course Completion Completion Organisation ID Completion Organisation Path (IDs) Completion Organisation Path (text) Percentage Completed Number Completed view RPL Number in Progress Number not StartedUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name


Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCourse Course Name Course Name (linked to course page) Course Name (linked to course page with icon) Course Visible Audience Visibility Course Icon Course Shortname Course ID Number Course ID Course Start Date Course Name and Summary


Course Summary Type Course LanguageCategory Course Category Course Category (linked to category) Course Category IDTags Tags



Office when completed Course Completion Office when completed (basic) Total Completions Number Completed Number Completed via RPL Number in Progress Number not Started Is EnrolledUser All Participants User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status


User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID Number User Custom Profile Fields AnyCourse Course Name Course Shortname Course ID Number Course Visible Course Start Date Course Name and Summary Course Type Course LanguageCategory Course Category Course Category (multi choice)Tags Tags


Content Controls


Show by the user’s current position Show records from staff in the user’s position


Include records from child positions: Staff at or below the user’s position Just staff in the user’s position Just staff below the user’s position




Show by the completion date Show based on the completion dateInclude records from: The past The future The last 30 days The next 30 days The current financial year The previous financial year


EvidenceThis report source extracts information regarding any evidence items a learner may have added into their Record of Learning via the ‘Other Evidence’ tab.



User’s FullnameName (link)Description

Evidence Name Attachments


Date completed Evidence Link Institution Evidence Type In Use? ActionsUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date


User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberCustom User Fields Any



None Evidence Evidence name Evidence description Evidence TypeUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic)


Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberCustom User Fields AnyAudience User is a member of audience


Content Controls




Show by the user

Show records based on the userInclude records from particular users: A user’s own records Records for user’s direct reports Records for user’s indirect reports Records for user’s temporary reports

Face to Face InterestReport Columns (Columns Tab)



Face to Face Name (linked to session)User’s Fullname (linked to profile)User’s EmailDate of declared interestStated reason for interest

Face-to-face Face to Face Name User User’s Fullname User’s Fullname (linked to profile with icon) User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name


User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCourse Course Name Course Name (linked to course page) Course Name (expanding details) Course Name (linked to course page with icon) Course Visible Audience Visibility Course Icon Course Shortname Course ID Number Course ID Course Start Date Course Name and Summary Course Summary Type Course Language Category Course Category Course Category (linked to category) Course Category ID



User’s FullnameCourse NameStatusSession Start Date

Face-to-face Face to face name Date of declared interest Stated reason for interestUser User’s Fullname User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name


Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCourse Course Name Course Shortname Course ID Number Course Visible Course Start Date Course Name and Summary Type Course LanguageCategory Course Category


Course Category (multichoice)


No content restrictions are available for this source. To use restrictions, ask your developer to add the necessary code to the ‘facetoface_interest’ source.


Face to Face SessionsThis report source extracts information relating to face-to-face sessions and any users who may be booked into these sessions.



User’s Fullname (linked to profile)Course Name (linked to course page)Session Start Date

Session Session Capacity Number of Attendees Session Details Session Duration Discount code Normal cost Discount cost Cancellation date Cancellation reason Booked by Position on sign up Position Assignment on sign up Position Type on sign upStatus Status Actioned byFace-to-face Face to Face Name Face to Face Name (linked to session page)Session Date Session Start Date (linked to activity) Session Finish Date Session Start Time Session Finish TimeRoom Room name Building Address Room capacity Room descriptionUser User’s Fullname User’s Fullname (linked to profile with icon)


User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCourse


Course Name Course Name (linked to course page) Course Name (expanding details) Course Name (linked to course page with icon) Course Visible Audience Visibility Course Icon Course Shortname Course ID Number Course ID Course Start Date Course Name and Summary Course Summary Type Course Language Category Course Category Course Category (linked to category) Course Category IDTags TagsSignup note custom fields Signup noteCancellation note custom fields Cancellation note



User’s FullnameCourse NameStatusSession Start Date

Face-to-face Face to face nameStatus Actioned bySession Date Session Start Time Session Finish TimeSession Session Capacity Session Details


Discount code Session Duration (minutes) Normal cost Discount cost Booked by Reserved Position name on sign up Position Assignment on sign up Position Type on sign upRoom Room name Building Address Room capacity Room descriptionUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation


Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCourse Course Name Course Shortname Course ID Number Course Visible Course Start Date Course Name and Summary Type Course LanguageCategory Course CategoryTags TagsAudience User is a member of audience Course is enrolled in by audienceSignup note custom fields Signup noteCancellation note custom fields Cancellation note


Content Filters Filter Options


Show by the user’s current position Show records from the staff in the user’s positionInclude records from staff in the user’s position:


Staff at or below the user’s position Just staff in the user’s position Just staff below the user’s position



Show by the session date Show records based on the session dateInclude records from: The past The future The last 30 days The next 30 days The current financial year The previous financial year


Face to Face SummaryThis report source extracts information relating to all face-to-face sessions whether they include learner registrations or not.



Course Name Face to Face Name (linked to session page)

Session Session Capacity Number of Attendees Number of Attendees (inc Waiting Approval, Approved & Wait- Listed) Number of wait-listed Places available Number of cancelled bookings


Number fully attended Number partially attended Number of no shows Number of declined attendees Session DetailsFace-to-face Face to Face Name Face to Face DescriptionDate Session Start Date Session Start Date (linked to Activity)Category Course Category Course Category (linked to category) Course Category ID



none Face-to-face Face to face nameDate Session Start DateCourse Course NameCategory Course Category Course Category (multi-choice)


Content Filters Filter Options





Feedback SummaryThis report source provides a summary of any feedback activities found within courses and which learners have completed. This report source does not provide information on the responses to the questions in the feedback activity. Details of the responses can be found within the embedded reports available in the ‘Feedback’ activity.

Report Columns (Column Tab)


User’s Fullname (linked to profile)Course Name (linked to course page)Feedback ActivityTime completed

Trainer Trainer ID Trainer Full Name Trainer Organisation ID Trainer Organisation Trainer Position ID Trainer PositionUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department


User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCourse Course Name Course Name (expanding details) Course Name (linked to course page with icon) Course Visible Audience Visibility Course Icon Course Shortname Course ID Number Course ID Course Start Date Course Name and Summary Course Summary Type Course LanguageCategory Course Category


Course Category (linked to category) Course Category IDTags Tags



Course NameUser’s FullnameFeedback NameTime completed

Trainer Trainer Full Name Trainer Organisation Trainer PositionUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type


User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCourse Course Shortname Course ID Number Course Visible Course Start Date Course Name and Summary Course LanguageCategory Course Category Course Category (linked to category)Tags Tags


Content Controls




Show by the user’s current organisation Show records from staff in user’s organisationInclude records from child organisations:


Staff at or below the user’s organisation Just staff in the user’s organisation Just staff below the user’s organisation

Show by course tag Show records by tag

Show by the response time Show records based on the response timeInclude records from: The past The future The last 30 days The next 30 days The current financial year The previous financial year

Include record if date is missing checkbox

Goal StatusThis report source extracts the goals assigned to users in the LMS alongside their current state; whether that’s assigned, in progress or completed.



User’s Fullname (linked to profile)User’s PositionUser’s Organisation NameUser’s Manager NameGoal NameUser’s Goal Status

Goal Goal Framework Name User’s Goal Status History LinkUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number


User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields Any



None Goal Goal Name User’s Goal StatusUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username


User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields Any


Content Controls






Goal Status HistoryThis report source extracts the goals assigned to users in the LMS alongside their current state; whether that’s assigned, in progress or completed. Additionally this report source also extracts any changes to the goal, when modifications were made and by whom. This report source does not extract what’s changed.



User’s Fullname (linked to profile)Goal NameUser’s Status Time ModifiedUser’s Status Modified by User

Goal Goal TypeGoal Status History User’s Goal StatusUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number





None Goal Goal Type Company Goal User’s Goal StatusGoal Status History User’s Status Time ModifiedUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic


User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields Any


Content Controls


Show by the user’s current position Show records from staff in the user’s positionInclude records from child positions: Staff at or below the user’s position


Just staff in the user’s position Just staff below the user’s position



Show by the last modified date Show records based on the last modified dateInclude records from: The past The future The last 30 days The next 30 days The current financial year The previous financial year


Goal SummaryThis report source provides a summary of the goals stored in the goal hierarchy and the number of assignments.



Goal NameNumber of Users AssignedScale Count Columns

Goal Goal Name with Link



None Goal Goal Name Number of assigned users



No content restrictions are available for this source. To use restrictions, ask you developer to add the necessary code to the ‘goal_summary’ source.

HR Import LogThis report source allows you to extract data relating to the import of HR/user data via the Totara Sync feature. All details relating to the import including any errors are listed in this report source.



IDRun IDDate/TimeElementLog typeActionInfo

None



Run IDDate/TimeElementLog typeActionInfo

None


Content Controls


Show by date/time Show records based on date/timeInclude records from: The past The future The last 30 days The next 30 days The current financial year The previous financial year



Learning PlansThis report source provides a summary of existing learning plans across the LMS including their status.



User’s Fullname (linked to profile with icon)Plan name (linked to plan page)Plan template namePlan start datePlan end datePlan status

Plan Plan name Description Completion DatePlan Template Plan Template Start Date Plan Template End Date User User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time


User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields Any



User’s FullnamePlan namePlan start datePlan end datePlan status

Plan Plan description Plan completion datePlan template Plan template nameUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email


User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyAudience User is a member of Audience


Content Controls






MessagesThis report source provides a summary of any system generated messages sent by the LMS.



User’s FullnameSubjectMessage TypeSent

Message Values Message Content Message Urgency (icon) Message Urgency Message Type (text) Message Category Select Message IDUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address


User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields Any



None Message Values Date Sent Message Content Message Urgency Message TypeUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number


User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyAudience User is a member of Audience

Report Content

No content restrictions are available for this source.

OrganisationsThis report source provides an overview of any organisations that exist in the Organisational Hierarchy. This report also pulls out any competencies aligned with organisations and shows the organisational child and parent relationships.



ID number Organisation


NameFrameworkParent ID numberCompetencies

Short name Description Type Visible Parent Name Created Modified



NameID numberParent ID number

Organisation Short name Description Parent Name Created Modified Type Visible


No content restrictions are available for this source. To use restrictions, ask you developer to add the necessary code to the ‘org’ source.

ProgramsThis report source provides a summary of programs that exist in the LMS including which category they exist within.



Program Name and Linked IconCourse Category (linked to category)

Program Program Name Program Short Name Program ID Number Program ID Program Summary Available From Available Until Program Name (expanding details) Program Visible Audience Visibility


Category Course Category Course Category ID



Program NameCourse Category (multichoice)

Program Program short name Program ID number Program summary Available from Available untilCategory Course CategoryAudience Program is enrolled in by audience


Content Controls


Show by only show available Programs Show records from staff in the user’s positionInclude records from child positions: Staff at or below the user’s position Just staff in the user’s position Just staff below the user’s position

Program CompletionThis report source provides an overview of programs completed by learners pulling fields such as: ‘status’, ‘due date’ and ‘completed date.’



User’s Fullname (linked to profile)Program Name and linked iconStatusDate Due

Program Completion Date started Date completed Is complete?


Is not complete? Is in progress? Is not yet started? Completion organisation ID Completion organisation Completion position ID Completion positionUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title


User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCategory Course Category Course Category (linked to category) Course Category IDProgram Program Name Program Short name Program ID Number Program ID Program Summary Available From Available Until Program Name (expanding Details) Program Visible Audience Visibility

Report Filters


Program NameUser’s FullnameStatus

Program Completion Date started Date completed Date due Is complete? Is not complete? Is in progress? Is not yet started? Organisation when completed (basic) Organisations when completed Organisation when completed Position when completed (basic)


Positions when completed Position when completedUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCategory Course Category


Course Category (multichoice)Program Program Short name Program ID number Program Summary Available From Available UntilAudience User is a member of audience Program is enrolled in by audience


Content Controls




Show by organisation when completed Show records completed in the user’s organisationInclude records from child organisations: Staff at or below the user’s organisation Just staff in the user’s organisation Just staff below the user’s organisation


Show by date completed Show records based on date completed




Program OverviewThis report source provides a detailed look into programs, what courses they consist of and a user’s progress through those courses.



Program Short NameUser’s Organisation NameUser’s PositionUser’s Fullname (linked to profile)Program StatusDue DateProgressCourse Short NameCourse StatusFinal Grade

Program Program Name Program ID number Program ID Program Summary Available From Available Until Program Name and Linked Icon Program Name (expanding details) Program Visible Audience VisibilityUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name


Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyProgram Program Name Program Short name Program ID Number Program ID Program Summary Available From Available Until Program Name (expanding Details) Program Visible Audience VisibilityCourse


Date Enrolled Date Started Date Completed Grade Pass Course Category Course Category (linked to category) Course Category ID



Program Name (select box) User User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date


User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCategory Course Category Course Category (multichoice)Program Program Short name Program ID number Program Summary Available From Available Until


Content Controls





Show by the completion date Show records based on the completion date




Record of Learning: CertificationsThis report source is designed specifically to be an embedded report. It is visible to users by accessing their Record of Learning under the ‘My Learning’ tab. This report source does not allow for the inclusion of user data limiting its use for administrative reporting.

Note: Totara plans on extending this report source to include user data making it viable for use as an administration report.



Users Fullname (linked to profile)Certification nameCourse Category (linked to category)

Programs Program Short name Certification name Program ID number Certification ID Certification Completions Certification due date Certification path Status Renewal Status Window Opens Expiration date Completion date ProgressCertification Completion History Previous completions Previous completion countUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting)


User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCategory Course Category Course Category ID




Users FullnameCertification nameCourse Category (multichoice)

Programs Program Short name Program ID number Certification IDCertification Completion Certification due date Certification path Status Renewal Status Window Opens Expiration date Completion dateCertification Completion History Previous completion countUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title


Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberAudience User is a member of audienceCategory Course Category


Content Controls


Show by the user’s current position Show records from staff in the user’s positionInclude records from child position: Staff at or below the user’s position Just staff in the user’s position Just staff below the user’s position




Record of Learning: CompetenciesThis report source extends the ‘Competency Status’ report source by including the ability to pull out information relating to the Learning Plan a competency is found within.



Plan name (linked to plan page)Plan statusCompetency NameCompetency priorityCompetency due dateCompetency proficiency (and approval status)

Plan Plan name Plan start date Plan end datePlan Template Plan Template name Plan Template Start Date Plan Template End DateCompetency Competency Status Competency edit status (link) Competency type Competency type ID Competency proficiency Proficient at ompetency? Courses User’s Status History LinkUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number





None Competency Competency name Competency priority Competency due date Competency typePlan Plan nameUser User First Name User First Name – phonetic User Middle Name User Last Name


User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyAudience User is a member of audience


Content Controls






Record of Learning: CoursesThis report source extends the ‘Course Completion’ report source by including the ability to pull out information relating to the Learning Plan a course is found within.



TypeCourse Name (linked to course page)Plan name (linked to plan page)Course due dateCompletion status (and approval status)

Course Course Name Course Name Course Name (linked to course page with icon) Course Visible Audience Visibility Course Icon Course Shortname Course ID Number Course ID Course Start Date Course Name and Summary Course Summary Course Type Course Language Course Status


Plan Plan name Plan start date Plan end date Plan status Course priorityCourse completion Course completion date Completion status Enrolled Grade Pass Grade Grade and required gradeUser’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name


User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID Number User Custom Profile Fields AnyPlan Template Plan template name Plan template start date Plan template end datePrevious Course Completions Previous Completions Previous Completion Count



No default filters selected User User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email


User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCourse Course TitleCourse Completion Completion Status Course Completion Date Grade Required GradePlan Plan name Course due datePrevious Course Completions Previous Completions countAudience User is a member of audience Course is enrolled in by audience


Content Controls

Report Content Show all records


Show records matching any of the checked criteria below Show records matching all of the checked criteria below





Record of Learning: ObjectivesThis report source extracts details of the objectives added into Learning Plans and by whom.



Plan name (linked to plan page)Plan StatusFull name (linked to detail page)DescriptionObjective priorityObjective due dateObjective proficiency (and approval status)

Plan Plan name Plan start date Plan end datePlan Template Plan template name Plan template start date Plan template end dateObjective Full name Short name Objective status Objective proficiency Achieved Objective?User User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address


User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields Any

Report Filter s (Filters Tab)


None Objective Objective full name Objective short name Objective Description Objective priority Objective due datePlan Plan nameUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic


User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyAudience User is a member of audience


Content Controls


Show by the user’s current position Show records from staff in the user’s position


Include records from child position: Staff at or below the user’s position Just staff in the user’s position Just staff below the user’s position



Record of Learning: Previous CertificationsThis report source extracts details of a learner’s certifications with their current compliance status.



User’s Fullname (linked to profile)Certification NameCourse Category (linked to category)

Program Certification name Program Short name Program ID numberCertification Completion Current? Certification ID Completion date Expiration dateUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name


User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCategory Course Category Course Category ID




User’s FullnameCertification NameCourse Category (multichoice)

Program Program Short name Program ID numberCertification Completion Current? Certification ID Completion date Expiration dateCategory Course CategoryUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date


User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyAudience User is a member of audienceCategory Course Category


Content Controls




Show by organisation when completed Show records from staff in the user’s organisationInclude records from child organisations: Staff at or below the user’s organisation Just staff in the user’s organisation Just staff below the user’s organisation



Record of Learning: Previous Course CompletionsThis report source extracts details of a learner’s course completions including any of their historic completions.



TypeCourse Name (linked to course page)Date last completedGrade at time of completion

User User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date


User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCourse Course Name Course Name (linked to course page) Course Name (expanding details) Course Name (linked to course page with icon) Course Visible Audience Visibility Course Icon Course Shortname Course ID Number Course ID Course Start Date Course Name and Summary Course Summary Type Course Language



None Previous Course Completions Date last completed Grade at time of completionUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution


User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyAudience User is a member of audienceCourse Course Name Course Shortname Course ID Number Course Visible Course Start Date Course Name and Summary Type Course Language



Content Controls





Record of Learning: Programs Report Columns (Columns Tab)


User’s Fullname (linked to profile)Program Name and linked iconCourse Category (linked to category)

Program Program Name Program Short Name Program ID number Program ID Program due date Program mandatory Program recurringProgram Completion Completion status Date Started Date Completed


Program Completion History Previous Completions Count of Previous CompletionsUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name


User’s Manager’s Last Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCategory Course Category Course Category ID



User’s FullnameProgram NameCourse Category (multichoice)

Program Completion History Count of previous completionsUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic)


Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberAudience User is a member of audience Program is enrolled in by audienceCategory Course Category


Content Controls





Record of Learning: Recurring Programs Report Columns (Columns Tab)



User’s Fullname (linked to Profile)Course Name

Program Program name Program name and linked icon Program short name Program ID number Program IDProgram Completion History Status Completion date Due dateUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type


User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID Number



User’s FullnameProgram Name

Program Program short name Program ID number Program IDProgram Completion History Completion date Program due dateUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status


User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberAudience User is a member of audience


Content Controls






SCORMThis report source extracts details on any SCORM (E-Learning) completion including details such as: ‘status,’ ‘score,’ and ‘time spent.’ Additionally, it pulls the details of the Totara course for which the SCORM is contained within and user details.



User’s Fullname (linked to profile)SCORM TitleSCO TitleSCO Attempt NumberSCO Start TimeSCO Total TimeSCO StatusSCO Score

SCO SCO Status Modified SCO Min Score SCO Max ScoreUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type


User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID Number

User Custom Profile Fields AnyCourse Course Name Course Name (linked to course page) Course Name (expanding details) Course Name (linked to course page with icon) Course Visible Audience Visibility Course Icon Course Shortname Course ID Number Course ID Course Start Date Course Name and Summary Course Summary Type Course LanguageCategory Course Category Course Category (linked to category) Course Category IDTags Tags



User’s Fullname SCORM


Participant’s Current PositionParticipant’s Current OrganisationSCO StatusAttempt Start TimeSCO Attempt NumberScore

SCORM TitleSCO SCO Title SCO Status Modified SCO Min Score SCO Max ScoreUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID


User’s Manager ID Number User Custom Profile Fields AnyCourse Course Name Course Shortname Course ID Number Course Visible Course Start Date Course Name and Summary Type Course LanguageCategory Course Category Course Category (multichoice)Tags TagsAudience User is a member of audience Course is enrolled in by audience


Content Controls




Show by the user Show records based on the userInclude records from particular users: A user’s own records


Records for user’s direct reports Records for user’s indirect reports Records for user’s temporary reports

Show by the attempt date Show records based on the completion dateInclude records from: The past The future The last 30 days The next 30 days The current financial year The previous financial year


Site LogsThis report source extracts the details of actions taken across the LMS, primarily for auditing purposes. Examples of logs that are included in this report source include:

User login

User logout

Course view

Position / Organisation view

Editing a course

Adding a resource / activity to a course

Creating / modifying audiences and associated rules

Launching SCORM (E-Learning)

Modifying course completion

Deleting a course



TimeUser’s Fullname (linked to profile)Course Name (linked to course page)IP addressOther info

Log Target & action Event Class Name Component Action Target Object table Object id


Origin CRUD Education Level Event name DescriptionUser User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date


User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID Number User Custom Profile Fields AnyCourse Course Name Course Name (linked to course page) Course Name (expanding details) Course Name (linked to course page with icon) Course Visible Audience Visibility Course Icon Course Shortname Course ID Number Course ID Course Start Date Course Name and Summary Course Summary Type Course LanguageCourse Category Course Category Course Category (linked to Category) Course Category IDTags TagsRelated User User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name


User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified



User’s FullnameCourse NameCourse CategoryParticipant’s Current PositionParticipant’s Current Organisation

Log Component Action Target Object table Object id TimeUser User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City


User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyCourse Course Shortname Course ID Number Course Visible Course Start Date Course Name and Summary Type Course LanguageCourse Category Course Category (multichoice)Tags TagsAudience User is a member of audience Course is enrolled in by audience



Content Controls





Show by the date Show records based on the dateInclude records from: The past The future The last 30 days The next 30 days The current financial year The previous financial year


UserThis report source allows you to extract all details relating to users in the LMS.



User’s Fullname (linked to profile with icon) User


UsernameUser Last Login

User’s Fullname User’s Fullname (linked to profile with icon) User’s Email User’s Email (ignoring the user display setting) User Last Login User’s First Access User’s Preferred Language User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User ID User’s Country User Status User Creation Time User Last Modified User’s Organisation ID Number User’s Organisation Name User’s Organisation Type User’s Position ID Number User’s Position User’s Position Type User’s Job Title User’s Position Start Date User’s Position End Date User’s Manager Name User’s Manager’s First Name User’s Manager’s Last Name User’s Manager ID User’s Manager ID Number User’s Picture


User’s My Learning icons User’s Fullname (with links to learning components) Extensions User Custom Profile Fields AnyStatistics User’s Achieved Competency Count User’s Courses Started Count User’s Courses Completed Count



User’s Fullname User User First Name User First Name – phonetic User Middle Name User Last Name User Last Name – phonetic User Alternate Name Username User ID Number User’s Phone Number User’s Institution User’s Department User’s Address User’s City User’s Email User’s Email (ignoring user display) User’s Country User Status User Last Login User First Access User Creation Time User Last Modified User’s Job Title Participant’s Current Organisation (basic) Participant’s Current Organisation Participant’s Current Position (basic) Participant’s Current Position


User’s Position Type User’s Position Start Date User’s Position End Date User’s Organisation Type Manager’s Name User’s Manager ID User’s Manager ID NumberUser Custom Profile Fields AnyAudience User is a member of audience


Content Controls


Show by user Show records based on the userInclude records from particular users: A user’s own records Records for user’s direct reports Records for user’s indirect reports Records for user’s temporary reports



Show by time created Show records based on time createdInclude records from: The past The future The last 30 days


The next 30 days The current financial year The previous financial year



Totara 2.9 Report Sources

Education

Transcript of Totara 2.9 Report Sources