Transcript Reports

Transcript reports show completed courses, certifications, and learning records for your staff. You can view individual transcripts or generate bulk reports for multiple users across your organization.

Accessing Transcript Reports

From Reports Menu

1. Click Reports in the main navigation
2. Select Transcript Reports from the reports dashboard

From System Admin

1. Navigate to System Admin
2. Click Reports
3. Select Transcript Reports

Note: Requires reporter role or higher to access transcript reports.

Understanding Transcript Information

Transcript reports include:

• User Details: Name, email, organization
• Course Completions: Completed courses and assessments
• Completion Dates: When training was finished
• Scores: Final scores for assessments
• Certificates: Available completion certificates
• Duration: Time spent on training
• Status: Pass/fail status for assessments

Filtering Transcript Data

Use filters to narrow down transcript records:

By Date Range

1. Click the Date Range filter
2. Select start and end dates
3. Choose from completion date or enrollment date
4. Click Apply

By Organization

1. Click Organization filter
2. Select one or more organizations
3. Include or exclude sub-organizations
4. Click Apply

Note: You can only view transcripts for organizations you have access to.

By User

1. Click User filter
2. Search for specific users
3. Select individual learners
4. Click Apply

By Content Type

Filter by specific types of training:

• Courses: Standard learning content
• Assessments: Tests and evaluations
• Certifications: Certification programs
• Learning Paths: Structured learning sequences

Viewing Individual Transcripts

Single User Transcript

1. Select a specific user from the filter
2. Click View Transcript
3. Review completed training history
4. Click Export PDF to download

Individual transcripts show:

• Complete learning history
• Chronological completion order
• Detailed scores and attempts
• Available certificates

Transcript Details

Each transcript entry includes:

• Course Name: Training completed
• Completion Date: When finished
• Final Score: Assessment results
• Duration: Time invested
• Certificate: Download link if available

Bulk Transcript Reports

Generate Bulk Report

1. Apply your desired filters
2. Click Export button
3. Choose export format (CSV or PDF)
4. Click Generate Report

You’ll receive an email when the report is ready for download.

CSV Export Contents

CSV exports include columns for:

• User name and email
• Organization details
• Course completions
• Completion dates
• Scores and status
• Certificate availability

PDF Export Format

PDF exports create:

• Individual transcript pages per user
• Professional formatting
• Organization branding
• Complete learning records

Organization-Specific Transcripts

Viewing by Organization

1. Navigate to specific organization
2. Click Reports tab
3. Select Transcript Reports
4. View organization members only

Organization Transcript Features

Organization-level reports show:

• All members’ transcripts
• Organization completion rates
• Training compliance status
• Bulk certificate downloads

Working with Transcript Data

Sorting Options

Sort transcripts by:

• User Name: Alphabetical order
• Completion Date: Most recent first
• Course Name: Training title
• Organization: Group by department

Searching Transcripts

Use the search function to find:

• Specific users
• Course names
• Organization names
• Completion periods

Export Scheduling

For regular reporting:

1. Set up your filters
2. Click Schedule Export
3. Choose frequency (weekly, monthly)
4. Set email recipients
5. Save schedule

Note: Scheduled exports require system administrator role.

Understanding Transcript Status

Completion Status

• Complete: Training successfully finished
• Passed: Assessment passed with required score
• Failed: Assessment not passed
• In Progress: Training started but not finished

Certificate Status

• Available: Certificate can be downloaded
• Pending: Certificate being generated
• Not Applicable: No certificate for this training

Best Practices

For Regular Reporting

• Schedule monthly transcript exports
• Filter by completion date ranges
• Include organization breakdowns
• Review compliance requirements

For Compliance Tracking

• Export by required training categories
• Include completion deadlines
• Track overdue assignments
• Monitor certification renewals

For Professional Development

• Generate annual learning summaries
• Track continuing education credits
• Document skill development progress
• Prepare for performance reviews