How to Run Required Activity Training Report

These instructions cover how to run a report that pulls training statuses for all employees currently assigned to a course or courses.

Tip: It is recommended  to have your course codes handy before you start.

Step 1:

Start on the Employee Training Center (ETC) Dashboard.

Employee Training Center Dashboard

Step 2:

Next, click on the Self Icon located at the upper left-hand corner.

Arrow pointing to Self icon

Step 3: 

Select Advanced Reporting.

Arrow pointing to Advanced Reporting

Step 4: 

The screen will refresh to the Repository page.

Repository page

On the left-hand side, click on the (+) icon next to the folder for CSU_PROD to expand this folder. 

Arrow pointing to CSU PROD Folder

Step 5: 

Click on the (+) icon next to the Custom folder.

Arrow pointing to Custom folder

Step 6: 

Click on the (+) icon next to the Reports folder.

Arrow pointing to Reports folder

Step 7:

Click on the FULLERTON folder.

Arrow pointing to Fullerton folder

Step 8:

Select ETC Folder.

Arrow pointing to ETC folder

Step 9: 

Select the report titled Required Activity Report.

Highlight of Required Activity Report

Step 10:

The screen will refresh to the Required Activity Report screen.

Required Activity Report Screen

Next, click on the Options icon in the upper left-hand side of the screen.

Arrow pointing to Options icon

Step 11: 

A new pop-up window will appear.

Click on the Company Name drop-down menu.

Arrow pointing to Company name dropdown menu

Step 12:

Under Company Name, select CSU Fullerton.

Arrow pointing to company name

Step 13: 

Under Activity Code, search for the appropriate training you want to run the report by.

It is recommended to paste the course ID code (for accuracy).

Arrow pointing to highlighted course code

Step 14: 

The results will display. 

Select the appropriate course ID code that you want to run the report on.

Arrow pointing to selected course code

Step 15: 

Under Requirement Status, select the appropriate status as needed.

In order to see Requirement Status, you will need to scroll down to the bottom of the pop-up window.

Arrow pointing to Requirement Status header

 You can click on the Select All button if you want to include all of the requirement statuses in the report.

Note: Statuses such as De-Certified, Not Applicable, and Re-training Required are not currently utilized at CSUF.

Step 16: 

Click on the Apply button.

Arrow pointing to Apply button

The system will start processing your report results.

Loading message on pop-up window

Step 17: 

The page will refresh. 

Click on the OK button to see the results.

Arrow pointing to OK button

Step 18: 

If you want to export your report, click on the Export icon on the left-hand side of the screen

Arrow pointing to export icon

Note: Employees must be "Registered" to course in order for their training status to be displayed on a report.

Step 19:

Select your preferred option. 

 It is recommended to use Excel if you would like to format your report further.

Arrow pointing to Excel option

Step 20: 

The results will display and you can filter/format the results according to your preference.

Excel file with data