How to Use the Organizational Summary Report

Learn how to use the organizational summary report as a report administrator.

Short Video: User the Organizational Summary Report

Or follow these quick steps:

  • Click the Org Summary link under the Course Completion header.
Note: Hover over the link to view more information about the Org Summary report. 
  • Click the Location for which you want to view data.
Note: The Back Arrow icon on the toolbar takes you back to the previous report. 
  • Click the Department for which you want to view data.
  • Click a learner’s name to view their transcript report.
  • Click the Back Arrow icon on any screen to return to the previous report or page.
  • Click the Save drop-down arrow to view and select the format in which you want to save the report.
  • Click anywhere outside the Save drop-down menu to close it.
  • Click Close Report in the upper-right hand corner when you are finished viewing the report.

Common Buttons & Icons




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