Reporting for Managers and Locations is accessed via the Manager Reports block on the front page of the LMS.  Any users who are assigned as Managers (see main article on Managers and Locations) have access to the Manager Reports block on the front page. Non-managers will not see the block. 

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TABLE OF CONTENTS:

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Adding the Manager Reports Block

An administrator must add the Manager reports block to the front page.  Go to Administration>>> Site administration>>> Plugins>>> Blocks>>> Manage blocks:

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You can drag and drop the block to where you wish it to display among other Front Page blocks.

Manager Reports

The basic reports are Team Certificates, My Team and Flexible Team. Other custom reports can be customized as needed.

Team Certificates

The Team Certificate report allows a Manager to see at a glance all the certificate his or her team members or employees have achieved on the LMS or have uploaded to the LMS:

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This report can be downloaded as an Excel file. Administrators on the site who are also designated Managers can see a site-wide report, with all the Managers and the team members and all certificates.

My Team

The My Team report displays the team members who have earned certificates, their email address and a link to their certificate.

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The report can also be downloaded as an excel file.  If the Manager clicks on the certificates link, he or she can open the team member's certificates for review, download the list of certificates or can click on the icon to send a copy of the certificate to the team member.  The Manager cannot expire any team member's certificates.  An administrator who is also a Manager sees a site-wide version of the report.

Flexible Team

The Flexible Team report allows the Manager to create very specific reports about their employees.

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