How to Run Required Activity Training Report

These instructions cover how to run a report that pulls training statuses for all employees who are currently assigned to a course(s).

Click on any of the links below to expand for a detailed step-by-step process.

Table of Contents

Accessing Reports

Step 1:

Start on the Employee Training Center (ETC) Dashboard.

Step 2:

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

Step 3:

From the dropdown, select Reporting.

Reporting section

Step 4: 

Next, select Advanced Reporting.

Advanced Reporting location

Step 5: 

From there, the screen will refresh to the Advanced Reporting page. On the left-hand side, click on the (+) icon next to the folder for CSU_PROD to expand this folder. 

 You will be opening a couple of folders to get to the data.

CSU_PROD Folder location

Step 6:

From there, click on the (+) icon next to the folder for Custom to expand this folder.

Custom Folder location

Step 7:

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

Reports Folder location

Step 8:

Click on the FULLERTON folder.

Fullerton Folder location

Step 9: 

Click on the report titled REQUIRED Activity Training Report (COPY ONLY).

 The screen will refresh to show the available report templates.

Required Activity Training Report link
Required Activity Training Report

Step 1:

Next, click on the Options icon.

Options icon

Step 2: 

A new pop-up window will appear.

Under User Primary Domain, click on the dropdown menu and select Fullerton.

User Primary Domain Field

Step 3: 

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

You can type in keywords to find the Course ID.

Activity Code Field

Step 4: 

The results will display and you can select the appropriate Course ID that you want to run a report on.

You can select more than one course.

Selecting Activity Code

Step 5: 

Under Requirement Status, select the appropriate status as needed.

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

Requirement Status Field

Step 6:

Click on the Apply button.

Apply button

Step 7:

The system will start processing your report results.

Report processing

Step 8: 

The page will refresh and you can click on the Ok button to see the results.

Clicking on Ok button

Step 9: 

If you want to export your report, click on the Export icon on the left-hand side and select your preferred option. 

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

Export Report Options

Step 10: 

Depending on the option that you select, you will have additional options such as how to you want to open the file. 

Click on the Ok button when done.

Open report in excel format

Step 11:

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