Training Progress Pie Chart *Status of Compliance Courses*

To check your team's progress on annual compliance courses, do the following:

1. Click Training Progress Pie Chart. The report criteria page will open. 
2. In Date Criteria, select This Year.
3. In Advanced Criteria, select:
   1. Display > Assigned Training
   2. Equivalent Training: Select Include users who have completed equivalent courses in the report
4. Click Search. The Progress Summary will load on the bottom of the page.

Progress Summary

The progress summary is a pie chart that displays the status of the assigned compliance courses for your entire team. The chart is a solid green circle when all the courses assigned to every associate on your team are complete.
 

• Registered/Not Started - Assigned courses that have not been started
• In Progress - Assigned courses that have been started, but are not complete
• Completed - Assigned courses that are finalized

Search Results

The search results display the status of specific assigned courses for individual associates on your team. To print or export the report, select the desired option:

• Printable Version to preview and print the report results, or 
• Export to Excel to download a spreadsheet of the results

Delete

No Show Details

To see the instructor-led sessions that associates registered for, but did not attend, do the following:

1. Click No Show Details.
2. In Date Criteria, select This Year or desired date range.
3. In Advanced Criteria, select Show Details.
4. In Output, click:
   1. Printable Version to preview and print the report results, or 
   2. Export to Excel to download a spreadsheet of the results

Delete

Past Due

To see the courses that are past due for your team, do the following:

1. Click Past Due.
2. In Date Criteria, select This Year or desired date range.
3. Skip Advanced Criteria to see all results.
4. In Output, click:
   1. Printable Version to preview and print the report results, or 
   2. Export to Excel to download a spreadsheet of the results

Delete

Records

To see profile data and the transcript for an individual associate, do the following:

1. Click Records.
2. To choose the associate; click the box link button. A pop-up window will open. 
   1. In the window, search for the associate's name.
   2. Click the + for the associate in the list. The pop-up window will close. 
3. Select the desired display options.
   1. User data will display the associate's StarU Online profile details.
   2. Transcript will display the associate's full transcript.
4. Click Search.

Summary

The summary displays the details of the associate's transcript. Click the column header to sort by that column.

To print or export the report, select the desired option:

• Printable Version to preview and print the report results, or 
• Export to Excel to download a spreadsheet of the results

Delete

Session Withdrawal

To see the instructor-led sessions that associates registered for and later withdrew their registration, do the following:

1. Click Session Withdrawal.
2. In Date Criteria, select the desired date range.
3. Skip User Criteria.
4. In Advanced Criteria, select the desired sort criteria. 
5. Click Process Report. A Processed Reports section will load. The report will process and display in Processed Reports as Options > Queued.
6. Click the browser Back button to return to the Reports Dashboard.
7. Click Session Withdrawal. The report is ready for download.
8. In Output, Click the Excel icon to download the report.
9. In Options, click the refresh icon to generate an updated report.

Delete

Training Status Summary

To view a bar graph summary of the number of training items that an associate is registered, in progress, or has completed, do the following:

1. Click Training Status Summary. The report criteria page will open. 
2. In Date Criteria, select This Year.
3. In Advanced Filters, select:
   1. Select each Training Type.
   2. Display - select All Training or Assigned Training. Select Include Indirect. Subordinates to see results for downline associates.
   3. Equivalent Training: Select Include users who have completed equivalent courses in the report.
4. Click Search. The Training Status Summary will load on the bottom of the page.

Search Results

The search results display the status of specific courses for individual associates on your team. To print or export the report, select the desired option:

• Printable Version to preview and print the report results, or 
• Export to Excel to download a spreadsheet of the results

Delete

Transcripts

To view an associate's transcript, do the following:

1. Click Transcripts. A list of the associates on your team will open.
2. Click View. The associate's transcript page will open.
3. Click the browser's Back button to return to the list.

Delete