Classic Report Descriptions

All portals come with standard classic reports available by role. Learn more about how they work and which  reporting criteria each report offers.

Feature Overview and Requirements

Every LMS comes with standard reports on Course, User, and Training Progress

Classic Reports are found in several folders under Reports Classic Reports. They are described in detail below, including selection criteria, restrictions, and expected output. Based on your organization’s preferences and your users’ role assignments, individuals may see more, fewer, or even different reports than those listed below.

Note: If your portal is set to use person-to-person management reporting, Classic Reports are not optimized to scope results via the manager hierarchy and still rely on the positional assignments people retain. Use the Report Writer to develop reports that support managerial scoping via person-to-person.

Classic Reports Criteria

Course Reports

Assessment Course Results Report

Report Description

This report provides Question/Answer test results for Assessment type courses.

Filter Criteria

* Course: Select the Assessment course for which user transcripts will be generated.
Choose Users: Filter results for one or more users. Leave blank for all.
Choose Location: Filter results by Location. Click Choose a Location and Clear Basket to select all.
* Course Completion Start Date
* Course Completion End Date

Result Columns
Username
First Name
Last Name
Location
Score Date
Test Score
Objective
Question Type
Question
Student Answer
Correct (Yes/No)

Classroom Schedule for Enrolled Users Report

Report Description

This report shows upcoming Classroom course Offerings, and the users currently enrolled in each. NOTE: It only returns results for Offerings in Open status and users enrolled with a Scheduled transcript.

Filter Criteria

Major: Filter results by Course Major
*Start Date: Begin Offering date range
*End Date: End Offering date range

Result Columns
Offering Number
Name
Student ID
Position
Major
Course Code
Course Name
Date Range – Meeting Times
Training Center – Locale
City, State

Course Completions by Course Report

Report Description

Lists all users who have completed selected courses within the specified date range. Transcript statuses considered “Complete” are Attend (Pass), Attend No Bill (Pass), Fail, Cancel. Note: Only returns transcript data tied to users’ Primary Profile assignment.

Filter Criteria

Courses: Narrow results by Course
Location: Filter results by a single Location or click Choose a Location and Clear Basket to select all.
*Start Date: Begin user transcript score date range
*End Date: End user transcript score date range

Result Columns

Course Code
Course Name
Division Code
Division Name
Location Code
Location Name
Position Code
Last Name
First Name
Completed – Completion date with time stamp
Expires – Transcript expiration date
Transcript Status
Count – Total number of enrollments per Course

Course Enrollment Status Report

Report Description

This report retrieves two sets of data based on applied filters. First is the “Enrollment Summary” for all courses in which users have enrolled over the selected time period, with Registration Status counts per Course. Second section is the “Participant Summary” for each course, which lists Registration Status per User, along with primary profile Organization and Position assignments. Note: This report is designed for Classroom type courses, but will pull all relevant user transcripts, active and expired.

Filter Criteria

*Start Date: Begin user transcript enrollment date range
*End Date: End user transcript enrollment date range
Courses: Narrow results by one or more Courses
Instructor: Select a course Instructor
Facility: Narrow results by Offering Facility
User Registration Status: All (default), Attended, Cancelled, Enrolled, Pending, Wait Listed
Sort by: Alphabetical by Student Name (default), Location = Alphabetical by Location

Result Columns

Enrollment Summary
Course Name
Course Code
Start Date
End Date
Instructor
Facility
Total Enrolled
Total Attended – Pass, Fail, No Bill
Total Waitlisted – Classroom Courses ONLY
Total Pending – Approval Required Courses ONLY
Total Cancelled

Participant Summary
Course Name
Course Code
Username
Name
Division Code
Location Code
Position Code
Enrolled
Attended – Pass, Fail, No Bill
Waitlisted – Classroom Courses ONLY
Pending – Approval Required Courses ONLY
Cancelled
Score
Transcript Organization
Department
Transcript Status – Active or Expired

Course Enrollments by Publisher Report

Report Description

This report retrieves two sets of data based on applied filters. First is the “Enrollment Summary” listing all course Publisher Names and the total number of course enrollments per publisher within the defined date range. Second section provides a “Participant Summary” based on user enrollment date, which lists each active course transcript and its Cancel Date or Completion Date, depending on current Registration Status.

Filter Criteria

*Company Name: Defaults to your LMS
*Start Date: Begin user enrollment date range
*End Date: End user enrollment date range

Result Columns

Enrollment Summary
Organization Name
Publisher Name
Enrollments

Participant Summary
Login ID
Last Name
First Name
State
Enrollment Date
Cancel Date
Completion Date
Course Code / Offering Number
Course Name
Publisher Name
Organization Name
Affiliation/Web Site

Course Enrollments by Publisher with Location, User Group Report

Report Description

Similar to the Course Enrollments by Publisher Report described above, this report retrieves two sets of data based on applied filters: “Enrollment Summary” and “Participant Summary”. However, this version only returns transcript data tied to users’ primary Organization assignment and includes additional User Profile information such as User Group membership.

Filter Criteria

*Company Name: Defaults to your LMS
*Start Date: Enter the beginning date for the user enrollment date range
*End Date: Enter the ending date for the user enrollment date range

Result Columns

Enrollment Summary
Organization Name
Publisher Name
Enrollments

Participant Summary
Login ID
Last Name
First Name
Enrollment Date
Cancel Date
Completion Date
Course Code / Offering Number
Course Name
Publisher Name
Organization Name – Selected Company
Location Name
User Group
State
Zip Code
Affiliation/Web Site

Course Enrollments by Publisher with Organization Report

Report Description

Similar to the Course Enrollments by Publisher Report described above, this report retrieves two sets of data based on applied filters: “Enrollment Summary” and “Participant Summary”. This version also returns User Account information such as Effective Dates, Location, Primary Position, and User Group assignments.

Filter Criteria

*Company Name: Defaults to your LMS
*Start Date: Begin user enrollment date range
*End Date: End user enrollment date range

Result Columns

Enrollment Summary
Organization Name
Publisher Name
Enrollments

Participant Summary
Login ID
Last Name
First Name
Effective Date
End Date
State
Enrollment Date
Cancel Date
Completion Date
Course Code / Offering Number
Course Name
Publisher
Business Unit
Division
Store Name = Location Name
Store Code = Location Code
Affiliation/Web Site
Primary Position

Course Past Due Report

Report Description

Generate a list of users who enrolled in a course with Days for Student to Complete (Due Date) configured, but did not complete the course within the allotted time frame.

Filter Criteria

*Courses: Select a Course
*Start Date: Begin user transcript date range
*End Date: End user transcript date range

Result Columns

Course Code
Location Code
User Name
Position Code
Enrolled Date
Due Date
Days Past Due

Course Payment By Credit Card Report

Report Description

Lists all users who paid course tuition via Credit Card within the defined date range, and provides payment transaction information. eCommerce reports only return user profile information tied to the Location in which the user enrolled in the course. NOTE: This report does not consider user cancellation, substitution, and other such enrollment scenarios.

Filter Criteria

*Start Date: Start payment date range
*End Date: End payment date range
*Sort By: Payment Date (default), Location Code, Location Name, User Name, Course Name

Result Columns

Location Code
Location
Username
First Name
Last Name
Email
Course Code
Course Name
Payment Date
Amount Paid
Card Transaction ID
Card Holder Name
Credit Card Type
Coupon Code
Discount Amount

Course Payment By Direct Bill Report

Report Description

Lists all users who paid course tuition using Direct Bill within the defined date range, and provides payment transaction information. eCommerce reports only return user profile information tied to the Location in which the user enrolled in the course. NOTE: This report does not consider user cancellation, substitution, and other such enrollment scenarios.

Filter Criteria

*Start Date: Start payment date range
*End Date: End payment date range
*Sort By: Payment Date (default), Location Code, Location Name, User Name, Course Name

Result Columns

Location Code
Location Name
Username
First Name
Last Name
Email
Course Code
Course Name
Payment Date
Amount Paid
Coupon Code
Discount Amount
Direct Bill Info

Discount Audit Report

Report Description

Comprehensive list of all LMS Discounts that meet selected filter criteria. Also returns user, course, and payment information for Discount Codes applied to tuition-based courses.

Filter Criteria

Discount: Filter by Discount Name
Discount Amount: Filter option
*Discount Status: All (default), Active, Inactive
Coupon Code: Filter by exact match
*Coupon Status: All (default), Active, Inactive
Start Date: Begin coupon audit date range
End Date: End coupon audit date range
*Sort By: Discount Name (default), Discount Start Date, Discount Amount

Result Columns

Discount Name
Discount Status
Start Date
End Date
Discount Amount
Coupon Code
Coupon Status
Username
First Name
Last Name
Course Code
Course Name
Amount Paid
Payment Type
Payment Date

Discount Usage Report

Report Description

Returns user, course, and payment information for Discount Codes applied to tuition-based courses within the selected date range.

Filter Criteria

Discount: Filter by Discount Name
Discount Amount: Filter option
Start Date: Begin coupon audit date range
End Date: End coupon audit date range
Coupon Code: Filter by exact match
*Sort By: Discount Name (default), Discount Start Date, Discount Amount

Result Columns

Discount Name
Start Date
End Date
Discount Amount
Coupon Code
Username
First Name
Last Name
Course Code
Course Name
Amount Paid
Payment Type
Payment Date

eLearning Course Quiz and Survey Data (Articulate only)

Report Description

Portal Administrators who use Articulate software to author eLearning course content can custom configure quiz and survey data to communicate results to the LatitudeLearning LMS. In order for the report to work, you must author your Articulate courses to send Question/Response data to the LMS. It’s important to understand that the report is not designed to pull course scoring data, just questions and responses. Final scoring information is stored in a user’s transcript and training history. If the course quiz/survey sections are not configured properly, there will be no data shown when running this report. Learn more about course configuration requirements here:

Articulate Quiz Data Sent to An LMS
Adding Results Slides

Filter Criteria

Course: Filter results by Course; if left blank, all relevant courses are considered. If using Choose Course, only one course at a time can be selected.
*Start Date: Begin course completion range
*End Date: End course completion range

Result Columns

Course Code
Course Name
Course ID
Last Name
First Name
User ID
Interaction Number
Description
Question
Response
Correct Response
Result
Question ID
Question Type
Time Stamp

eLearning Course Session Time

Report Description

Lists the total number of eLearning course launches by user, and the amount of time spent in each course per launch, according to report criteria selections. Includes date and time stamps for user activity.

Note: This report only returns data from the “cmi.core.session_time” entity. Results may vary depending on the SCORM characteristics of the course.

Filter Criteria

Course: Filter results by course
User: Narrow results by User
*As of Date: Enter an end date for user activity query

Result Columns

User Name
Course Name
Time Spent
Date Created

Evidence of Competency by Course Report

Report Description

Displays current user transcript data based on selected Location, Course, and Student filters. Users with no training history will display as “Not Enrolled”. NOTE: Only returns transcript data tied to Users’ primary Location profile assignment.

Filter Criteria

Location: Find results by Location or “Clear Basket” to return Company wide results
*As of Date: Credit was achieved by this date
Course: Filter results by course
*Student Status: All (Default), Active, Inactive
*Sort by: Student Name (Default), Completion Status, Location + Student Name, Location + Completion Status
Only show status of latest attempt

Result Columns

Business Unit
Division Name
Location Name
Position Code
Login ID
Student Name
Course Code
Course Name
Status Date
Status
Sort Order

Featured Course Completions by Location

Report Description

Returns all users with a profile in the selected Location, based on Student Status filter. Set the date range for transcript score, and the report will display course completion dates for those who have Passed or Failed a course in the “Featured Courses” list within queried timeframe. NOTE: Includes completed transcripts that have Expired, but not those in Cancelled status.

Filter Criteria

*Start Date: Begin transcript score date range
*End Date: End transcript score date range
*Locaton: Select a Location
*Student Status: All (default), Active, Inactive
*Sort By: Course Code (default), Position, Student Name

Result Columns

Student Name
User ID
Location Code
Location Name
Position Code
Position Name
Course Code
Course Name
Credits
Duration
Completion Date
Course Status

List Of Resources With Course Details Report

Report Description

This report generates Resource data for all records that fall within the selected date range, whether in active or inactive status.

Filter Criteria

Start Date: Search by Resource Start Date
End Date: Enter value for Resource End Date

Result Columns

Resource Name
Type — Link or Document and Media
Description
Start Date
End Date
Course Name
Contact Name
Contact Number

User Activity

Organization Training

Other Reports

 
 
 
 
 
 

 

User Activity

Active User Count by Date

Report Description

Designed to be a comprehensive report on all users in “Active” status between the defined date range. Includes total Active User count.

Filter Criteria

*Company Name: Defaults to your LMS
* Start Date: Begin Active User date range
* End Date: End Active User date range

Result Columns

Organization Name – LMS Code
Count – Total active users between defined date range
Login ID
Last Name
First Name
Start Date
End Date
Organization Name – LMS Code

Active User Profiles Report

Report Description

Returns results for all users with active accounts on the selected “As of Date”. Therefore, if you select a date in the past, your results may not reflect current active users. NOTE: This report returns user information tied to all profiles (Primary and secondary).

Filter Criteria

*Company Name: Defaults to primary LMS
*As of Date: Filters by users who were active on this day

Result Columns

Totals
Organization Name
Count

User Information
User ID
Last Name
First Name
Start Date
End Date
Email
Business Unit
Division
Location
Position
Position Group

Completed Transcripts by User Report -- Course, Certification, Curriculum

Report Description

Provides a comprehensive list of all completed training history for the selected User, and user Profile details. Report pulls course transcripts, certifications, and curriculums with dated progress information. NOTE: Includes active and expired records, but not those in “Scheduled” status.

Filter Criteria

*User: Select a User

Result Columns

User Information
Username
First Name
Last Name
Organization Code
Role
Position

Certification Completions
Program
Name
Category
Level
Start Date
End Date
Comment
Organization Code

Curriculum Completions
Program
Name
Category
Level
Start Date
End Date
Comment
Organization Code

Course Completions
Course Code
Course Title
Offering
Enroll Date
Score Date
Score
Expiration Date
Status
Location
Credit

Individual User Profile Audit Report

Report Description

Designed to be a user audit tool that reports the most recent administrative action taken on a particular user account. Displays selected user’s account, profile, position, and role information as separate entries and provides time stamps at which each piece was modified by an administrator. Results are limited to the previous 180 days.

Filter Criteria

*Username: Select a user to audit

Result Columns

Username
Account Modified Date
Account Modified By
Profile Organization
Organization Modified Date
Organization Modified By
Role
Role Modified Date
Role Modified By
Position
Position Code
Position Modified Date
Position Modified By
Last Account Unlock/Approval Date
Last Account Unlocked/Approved By

Orphaned Users by Company

Report Description

This report helps portal administrators identify users who are not visible to them or to managers due to gaps in the position hierarchy. By correcting positions noted in the report, the listed users become visible to the appropriate managers, depending on user account status. Review the positions listed in the results for missing superior relationships. The ideal result for this report is “No results”. Only those acting as portal administrators should have the top position with no superiors.

Filter Criteria

*Company: Defaults automatically to the LMS Company
Active Users Only: Select to restrict results to only users with Active accounts
Primary Position Only: Select to restrict results to user positions set as Primary

Result Columns

Username
First Name
Last Name
Position Group
Position

Users by Location

Report Description

This report allows portal administrators to produce a list of users for a specific location.

Filter Criteria

*Company: Defaults automatically to the LMS Company. The portal administrator must have a company-level profile in order to run this report.
Location: Enter a location code or use Choose a Location to search for the desired location.
User Status: Select Active or Inactive. Leave blank to return both active and inactive users.

Result Columns

Name
Position
Role (includes all roles for the user at the location)
User ID
Primary Location (the location associated with the user’s primary profile)

User Login Activity Report

Report Description

Displays all user login activity within the defined date range. Results are grouped by user, then ordered chronologically by login date. Provides referring IP and browser information as well.

Filter Criteria

*Start Date: Begin user activity date range
*End Date: End user activity date range

Result Columns

Login ID
First Name
Last Name
LMS Name
Login Date
Reffering IP
Browser

User Report with Position Details

Report Description

Lists all users’ Primary Profile orgainzation and position assignments, according to selected User Status criteria.

Filter Criteria

*Company Name: Defaults to primary LMS
User Status: Filter by Active or Inactive, leave blank for both

Result Columns

Username
First Name
Last Name
Position Group
Position
Organization Name
Effective Date
End Date

User Transcript Audit Report

Report Description

Reveals detailed course transcript history for the selected User. Provides user progression timeline from date of enrollment to current registration status, including scoring, course credit, and even manual updates made by LMS administrators.

Filter Criteria

*User: Select a User

Result Columns

Username
Course Code
Course Title
Offering
Enroll Date
Cancel Date
Accept Date
Score Date
Score
Waitlist Date
Launch Date
Expire Date
Status
Location
Update Type
Course Credits
Update — Date of last update to transcript
Update User — If administrator made a manual update to the record, user info is listed here

Organization Training

Completed Training History by Location

Report Description

Generate user transcript data by Location, listing every course a user has “completed” within the queried date range. NOTE: Returns ONLY completed transcripts that are 1.) active and 2.) tied to a user’s Primary Location Profile.

Filter Criteria

*Start Date: Begin user transcript date range 
*End Date: End user transcript date range 
Location: Filter results by a single Location 
*Student Status: All (default), Active, Inactive
Sort by: Default = Course Code, Position, Student Name

Result Columns

Name
Email
Username
Location Code
Location Name
Position
Course Code
Course Name
Credits
Duration – According to course settings
Completion Date
Registration Status
Score

Course Past Due by Location Report

Report Description

Provides a list of users who have course registrations past due within the selected date range.

Filter Criteria

Location: Filter results by a single Location
*Start Date: Begin course “due date” range
*End Date: End course “due date” range

Result Columns

Course Code
Location Code
Name
Position Code
Enrolled Date
Due Date
Days Past Due

Location Incomplete Self Studies Report

Report Description

Similar to the Location Incomplete Self Studies Report this report shows all active users with open enrollments (i.e. “Scheduled” or “Launched” transcripts) in Self Studies type courses by Location. Also provides User Group membership information. Does not include completed, cancelled, incomplete, or expired transcripts.

Filter Criteria

*Location: Select a Location
Department: Filter results by Deparment
*Student Status: All (default), Active, Inactive
User Group: Narrow results by User Group
Sort By: Enroll Date, Course Code, Position, Student Name, Course Major

Result Columns

User Name
Student ID
Position
Course Code
Course Name
Major
Enroll Date
Current Status
Group Name

Location Incomplete Self Studies with User Group Report

Location Incomplete, No Show, Failed and Ineligible Report

Report Description

Returns all users in the selected Location with transcripts in any of the following statuses: Incomplete, No Show, Failed, Ineligible.

Filter Criteria

*Status Date: Transcript status achieved by this date
*Location: Select a Location
Department: Narrow results by Deparment
Status: Filter by transcript status
Sort By: Course Code (default), Position, Student Name, Course Major

Result Columns

Student Name
User ID
Position
Course Code
Course
Course Major
Transcript Status
Status Date

Organization Training Status by Certifications/Curriculums Report

Report Description

Lists all Locations and the number of Active Users at each. Then breaks down how many students in each Location have completed the selected Certification/Curriculum and the resulting percentage of user completion by organization.

Filter Criteria

Location: Filter results by Location
*As of Date: Credit was achieved by this date
*Certification: Select a Certification/Curriculum

Result Columns

Location Name
Active Student
Active Student Completed
Percent Completed

Organization Training Status by Course Report

Report Description

Lists all Locations and the number of Active Users at each. Then breaks down how many students in each Location have completed the selected Course and the resulting percentage of user completion by organization.

Filter Criteria

Location: Filter results by Location
*As of Date: Credit was achieved by this date
*Course: Select a Course

Result Columns

Location Name
Active Student
Active Student Completed
Percent Completed

Subscription Credits Audit Report

Report Description

Report on the number of Subscription credits used by Student per Location. Includes course enrollment date and time stamp.

Filter Criteria

Subscription Code: Filter by Subscription program
*Start Date: Begin date range for enrollment credits
*End Date: End date range for enrollment credits
*Sort by: Subscription Name (Default), Location + Student Name

Result Columns

Subscription Name
Location Name
Start Date
End Date
Username
First Name
Last Name
Course Code
Course Name
Number of Credits Applied
Date Credits Applied

Subscription Credits Remaining Report

Report Description

Report on the numbers of Credits Allowed per location, Credits Used by selected date, and total remaining Subscription Credits.

Filter Criteria

Subscription Code: Filter by Subscription program
Location: Narrow results by Location
*As of Date: Return subscription information generated by this date
*Sort by: Subscription Name (Default), Location Name

Result Columns

Subscription Code
Subscription Name
Location Name
Enroll Date
Cancel Date
Credits Allowed
Credits Used
Credits Remaining

Other Reports

Certification Completions by Program Report

Report Description

Returns results for all certifications/curriculums within the selected Program, and the users who have achieved those goals. Includes user Location assignment, completion dates, transcript details, and certification summary counts.

Filter Criteria

Location: Find results by Location
*Program: Select a Program
*Start Date: Start program completion date range
*End Date: End program completion date range

Result Columns

Certification
Location Code
Location Name
Last Name
First Name
Completed – Completion date-time stamp
End – Expiration date-time stamp
Source – System = User generated, Override = Manual add
Comment – Admin comments for manual overrides
Count – Total number of completions per Certification/Curriculum

Certification Compliance By Location Report

Report Description

Lists all users in a Location who have been assigned a Goal for the selected Certification, and their percent completed to date. This report also provides user attributes: Name, Login ID, Position, Organization.

Filter Criteria

*Location: Find results by Location
*Certification: Select a Certification/Curriculum

Result Columns

Division Name
Location Name
Location Code
Position Code
Student Name
User ID
Completed Courses (of Certification)
Total Courses (within Certification)
Percent Completed

Certification Detail by Program and Organization Report

Report Description

Lists all users with an active profile at the selected Business Unit/Location, along with Position information and their most recent LMS login date. This report focuses on users’ Primary Certification Goal and their Highest Certification Completed to date — in relation to the selected Program.

Filter Criteria
Business Unit: Filter results by a single BU
Location: Filter results to a single Location
*Program: Select a Program

Result Columns

Business Unit
Location Code
Location Name
Start Date
Last Login
City
State/Province
Username
Last Name
First Name
Started
Position
Primary Certification Goal
Highest Certification Completed

Certification Detail by Program for All Locations

Report Description

Lists users in all Locations with an assigned certification goal in the selected Program. This report also provides users’ Primary Certification Goal and their Highest Certification Completed to date, along with Position information and their most recent LMS login date.

Filter Criteria

*Program: Select a Program

Result Columns

Location Code
Location Name
Start Date
Last Login
Username
Last Name
First Name
Started
Position
Primary Certification Goal
Highest Certification Completed

Evidence of Competency by Certifications/Curriculums Report

Report Description

Lists all users who have been assigned a Goal for the selected Certification, and their status as “Not Met” or “Met”. This report also provides user attributes: Name, Login ID, Position, Organization.

Filter Criteria

Location: Filter results by Location
*Credit Achieved by: Credit was achieved by this date
*Certification: Select a Certification/Curriculum
*Student Status: All (default), Active, Inactive
*Sort by: Student Name (default), Completion Status, Location + Student Name, Location + Completion Status

Result Columns

Division Name
Location Name
Position Code
Student Name
User ID
Status Date

List Of Courses in Certification/Curriculum

Report Description

Breaks out certification data by Primary Rules, Generic Rules, Rule Type, and Course information.

Filter Criteria

*Certification: Select the certification/curriculum to breakout

Result Columns

Certification
Primary Rule
Generic Rule
Generic Rule Type
Course Code
Course
Duration

Ad Hoc Transcript Report

Report Description

Use available Filter Criteria and Report Column options to run a custom designed Transcript Report on demand. Note: This report is subject to time-out with moderate/large expected results. We strongly urge adoption of the Report Writer for all custom transcript or certification reporting needs.

NOTES:
Start Date and End Date filters are based on last transcript update for any reason, not necessarily the date the user completed the course. Select dates accordingly.