Home / Workstation & Departmental Processor Role Topics / Running Task Assignments, Completions, and Withdrawal Reports

Running Task Assignments, Completions, and Withdrawal Reports

The Workstation/Adloc Reports page allows you to run various task reports, including:

  • Task Assignments
  • Task Assignments – Excel Layout
  • Task Assignment Withdrawals – Excel Layout
  • Task Completions
  • Task Completions – Excel Layout
  • Task Completion Withdrawals – Excel Layout

Note: Some of the reports are available in two formats: a standard version and an Excel layout. The standard version is designed for easy printing and review, while the Excel version organizes data into columns, allowing for sorting and filtering. To learn more about the differences between Standard and Excel report layouts, refer to The Difference Between Standard and Excel Layouts page. 

This page covers:

  • How to run and export a task assignments report
  • How to run and export a task assignment withdrawals report
  • How to run and export a task completions report
  • How to run and export a task completions withdrawals report

NOTE: You cannot select a specific course on this report page.  For specific course reports, review the Viewing Course Assignment, Withdrawal, and Completion Reports (for a single course) page.

 

Running a Task Assignments Report

  1. You can either A) click on the Reports tab then select Workstation/Adloc Reports or B) hover over the Reports tab and click on Workstation/Adloc Reports.
  2. The TAMUS Member/Adloc Reports page displays. Select the Task Assignments —OR— Task Assignments – Excel Layout option in the Report field drop-down menu.
  3. Select or enter the desired values in the Report Parameters section. You can filter by:
    1. Workstation
    2. Adloc
    3. Past Due (You can choose to show all assignments, past due assignments only, or non-past due assignments only. The default is to show “All”.)

NOTE: The Workstation and Adloc parameters cannot be left blank. You must select a Workstation before you can choose an Adloc.

  1. 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.
  2. Click the blue floppy disk icon for report export options. A drop-down menu will appear with various export formats including:
    1. Word
    2. Excel
    3. PowerPoint
    4. PDF
    5. TIFF file
    6. MHTML (web archive)
    7. CSV (comma delimited)
    8. XML file with report data

  1. Click on the desired export format. It will save to your Downloads folder.
  2. A notification will appear from the download icon in the upper right-hand corner of the page. Click on the notification to open the report.

Running a Task Assignment Withdrawals Report

  1. You can either A) click on the Reports tab then select Workstation/Adloc Reports or B) hover over the Reports tab and click on Workstation/Adloc Reports.
  2. The TAMUS Member/Adloc Reports page displays. Select the Task Assignment Withdrawals – Excel Layout option in the Report field drop-down menu.
  1. Select or enter the desired values in the Report Parameters section. You can filter by:
    1. Workstation
    2. Adloc
    3. Withdrawal Range Start Date
    4. Withdrawal Range End Date

NOTE: The Workstation and Adloc parameters cannot be left blank. You must select a Workstation before you can choose an Adloc.

  1. 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.

  1. Click the blue floppy disk icon for report export options. A drop-down menu will appear with various export formats including:
    1. Word
    2. Excel
    3. PowerPoint
    4. PDF
    5. TIFF file
    6. MHTML (web archive)
    7. CSV (comma delimited)
    8. XML file with report data

  1. Click on the desired export format. It will save to your Downloads folder.
  2. A notification will appear from the download icon in the upper right-hand corner of the page. Click on the notification to open the report.

Running a Task Completions Report

  1. You can either A) click on the Reports tab then select Workstation/Adloc Reports or B) hover over the Reports tab and click on Workstation/Adloc Reports.
  2. The TAMUS Member/Adloc Reports page displays. Select the Task Completions —OR— Task Completions – Excel Layout option in the Report field drop-down menu.
  1. Select or enter the desired values in the Report Parameters section. You can filter by:
    1. Workstation
    2. Adloc
    3. Completion Range Start Date
    4. Completion Range End Date

NOTE: The Workstation and Adloc parameters cannot be left blank. You must select a Workstation before you can choose an Adloc.

  1. 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.

  1. Click the blue floppy disk icon for report export options. A drop-down menu will appear with various export formats including:
    1. Word
    2. Excel
    3. PowerPoint
    4. PDF
    5. TIFF file
    6. MHTML (web archive)
    7. CSV (comma delimited)
    8. XML file with report data

  1. Click on the desired export format. It will save to your Downloads folder.
  2. A notification will appear from the download icon in the upper right-hand corner of the page. Click on the notification to open the report.

Running a Task Completion Withdrawals Report

  1. You can either A) click on the Reports tab then select Workstation/Adloc Reports or B) hover over the Reports tab and click on Workstation/Adloc Reports.
  2. The TAMUS Member/Adloc Reports page displays. Select the Task Completions Withdrawals – Excel Layout option in the Report field drop-down menu.
  1. Select or enter the desired values in the Report Parameters section. You can filter by:
    1. Workstation
    2. Adloc
    3. Withdrawal Range Start Date
    4. Withdrawal Range End Date

NOTE: The Workstation and Adloc parameters cannot be left blank. You must select a Workstation before you can choose an Adloc.

  1. 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.

  1. Click the blue floppy disk icon for report export options. A drop-down menu will appear with various export formats including:
    1. Word
    2. Excel
    3. PowerPoint
    4. PDF
    5. TIFF file
    6. MHTML (web archive)
    7. CSV (comma delimited)
    8. XML file with report data

  1. Click on the desired export format. It will save to your Downloads folder.
  2. A notification will appear from the download icon in the upper right-hand corner of the page. Click on the notification to open the report.