| The Learning Center - Manager
Training
Report Basics
The Learning Center provides real time access to training data through
parameter driven reports. Running reports in The Learning Center is best
learned through demonstration of the basics:
- Accessing
- Run/View VS. Save
- Parameters
- Using the Output
This page is intended to be a reference resource for those that have
already been trained through one of the four following methods:
- Viewing the Manager Breeze Presentation.
- Scheduling time with The
Learning Center personnel.
- Asking a peer.
Accessing Reports
To find Reports in The Learning Center, click the MANAGER
tab. Under the MANAGER tab, there is a subsection called Reports.
In this Reports subsection, is a list of available reports. Manager
reports provide specific information on employees reporting directly
to you. Provided with each report is a brief description of how the
report can be used and/or the type of data the report yields.
Running Reports
RUN View 
The RUN view allows you generate the report and see the results right
on the screen without the need to save the document in another format.
This view is helpful if you only want a quick view of the data, and
do not need to perform further analysis of the data or send to someone
else.
SAVE View 
The SAVE view allows you generate the report and save the results in
an Excel spreadsheet. This view is helpful if you need to perform in-depth
analysis of the data, reference it at a later time, or send it to others.
To save the report in Excel format:
- Click Save (disc) on the report screen.
- In the Template drop down box, select Excel 2003 Template.
- Save the file with the desired name and change the
file name extension to .xls.
- After saving the file, open the file to view the report data in Excel format.
Manager Hierarchy
The Manager Hierarchy is a list of a manager’s direct reports.
If a manager has a direct report who also has direct reports (or the manager's
indirect reports) the name of that direct report is underlined. To view
these indirect reports, a manager can click on this underlined link. Some
reports allow managers to execute a report for all his/her direct AND
indirect reports while other reports allow a manager to run the report
for only his/her direct reports.
Parameters
Parameters allow you to generate customized,
real-time reports by choosing only the specific data that you would
like
to see in the report. You use parameters to limit the data returned
in the report. This sounds straight forward, however proper usage
of parameters is the most challenging aspect of running
reports.
For this reason:
Viewing Manager Breeze Presentation to provide basic instruction.
Typical parameters are listed in each XLS report sample.
General
- Most reports require parameters. For example, a parameter value
could be a date, a course name or course code, an organization (location)
or a wild card.
- Parameters are case-sensitive.
- Parameter fields need to be perfect; case, spelling, and spaces. Careful
use of Wild Cards will aid greatly in your success.
Wild Card = %
A wild card is a character that is used and interpreted as
‘all’ or can be used to surround partial values. For example:
- ALL Courses = %
- ONLY Courses with Fire in the name = %Fire%
- Course PROE150 in the name = %PROE150% Note: This will pull back data for FS-PROE150 and PROE150.
Report Output
After saving the report as an Excel spreadsheet, open the file to view
the report data. Here are some tips that will help you organize and
view your report's output.
Filters
Filtering is a quick and easy way to find and work with a small group
of data found in a larger group. A filtered group of data displays only
the rows that meet the criteria you specify for a column. Filtering
temporarily hides rows you do not want displayed.
- Set up a filter on the column headings (first row in the worksheet).
- To see specific pieces of data, click any of the drop down arrows
on the column heading. For example:
- To view all of "Human Resources", click the "Department"
drop down arrow and select "Human Resources."
- To view any location, select a work location from the "Work
Location" drop down box.
- You may also combine choices.
Questions or Suggestions
For questions or suggestions regarding reports email The Learning Center
or call 847-925-3494.
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