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Running Task Assignments and Completions Reports

The Workstation/Adloc Reports page allows you to run both task assignments reports and task completions reports. Each report type can either be run as a standard report or in Excel layout. So what’s the difference?

  • The standard report (indicated as Task Assignments and Task Completions in the Report drop-down menu) includes a formal report header with a System seal, report title, and a list of the filters selected for the report parameters. This style of report is organized by UIN, with one main entry for each UIN and the task assignments/completions listed all together underneath the entry. Also, the standard report displays slightly less information than the Excel layout style report.
  • The Excel Layout style report (indicated as Task Assignments –Excel Layout and Task Completions – Excel Layout in the Report drop-down menu) provides more information compared to the standard report style, but does not include a formal report header.

Running a Task Assignments Report

Before running a task assignments report, consider what information you need and what you intend to do with the report (view on screen, save locally, or print). Doing this will allow you to select the appropriate report type and parameters.

To run a task assignments report:

  1. Click the Workstation/Adloc Reports option in the Reports tab. The Workstation/Adloc Reports page displays.
  2. Select the Task Assignments —OR— Task Assignments – Excel Layout option in the Report field drop-down menu. The corresponding report parameters section displays just below the Report field.
  3. Make the desired selections in the Workstation, Adloc, and Past Due fields using the drop-down menus provided.
  4. Once all selections have been made, click the View Report button on the right side of the report parameters section. TrainTraq assembles the report based on the chosen parameters and displays the results at the bottom of the page. NOTE: Depending on your computer’s screen resolution, the main TrainTraq window and the Workstation/Adloc Reports page results section may have vertical and horizontal scroll bars present. To ensure you do not miss any information in the report, scroll all the way to the right and to the bottom of each report page if you are only viewing the report on-screen.

To export a task assignment report:

  1. Create the desired task assignments report (standard or Excel Layout).
  2. Select the desired option using the “Select a format” field drop-down menu, which is located just below the Past Due report parameter field.
  3. Click the Export link. A File Download pop-up window displays.
  4. To view the report in the designated format without saving, click the Open button. To save the report in the designated format, click the Save button and then complete the steps to save the report.

Running a Task Completions Report

Before running a task completions report, you should think about the information that you need in the report (including the required date range) and what you intend to do with the report (view on screen, save locally, or print). Doing this will allow you to select the appropriate report type and parameters.

To run a task completions report:

  1. Click the Workstation/Adloc Reports option in the Reports tab. The Workstation/Adloc Reports page displays.
  2. Select the Task Completions —OR— Task Completions – Excel Layout option in the Report field drop-down menu. The corresponding report parameters section displays just below the Report field.
  3. Make the desired selections in the Workstation, Adloc, and Completion Range Start and End Date fields.
  4. Once all selections have been made, click the View Report button on the right side of the report parameters section. TrainTraq assembles the report based on the chosen parameters and displays the results at the bottom of the page. NOTE: Depending on your computer’s screen resolution, the main TrainTraq window and the Workstation/Adloc Reports page results section may have vertical and horizontal scroll bars present. To ensure you do not miss any information in the report, scroll all the way to the right and to the bottom of each report page if you are only viewing the report on-screen.

To export a task completions report:

  1. Create the desired task assignments report (standard or Excel Layout).
  2. Select the desired option using the “Select a format” field drop-down menu, which is located below the Completion Range End Date report parameter field.
  3. Click the Export link. A File Download pop-up window displays.
  4. To view the report in the designated format without saving, click the Open button. To save the report in the designated format, click the Save button and then complete the steps to save the report.