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Certificates Report Overview
This overview will explain the features of the Certificates Report in Foundation LMS.
1. Navigate to the Certificates Report by clicking “Reports”, then “Certificates”.
2. There are 2 sections on the Certificates Report. The Total Certificates Issued graph appears at the top. The data displayed in the list section below depends on your filter selections. More on that in a minute…
3. By default, the Certificates Report displays aggregated data from all Courses for the prior 30 days. You can adjust the date range by using the date picker field at the top. Use the “CLEAR” button to show all data.
4. You can filter the Total Certificates Issued chart by the Degree and Specialty fields if you have those fields enabled in your Company Profile. Use the dropdown boxes to select your desired filter options.
5. By default the Total Certificates Issued graph is displayed in the line graph format. To change this format, click “Select Graph Type” above the graph. All graphs in Foundation LMS Reports provide the option of selecting from a list of graph types.
6. You can also print the graph, download the graph in various file formats, and download or view the graph’s source data. Click the hamburger icon to choose from a list of options.
7. By default, the section below displays a list of all Courses along with the total number of Certificates issued within the selected date range. You can export the list as an Excel file. Any filtering you have applied to the report will also be applied to the exported file.
8. By default, the Courses are displayed in alphabetical order. This column can also be sorted in descending order by clicking the arrows next to the column heading. The Total Certificates Issued column can be sorted in the same manner.
9. You can filter the list by typing in the “Filter” field, then hitting Tab or Enter.
10. Use the “Entries per page” dropdown field to show more than 10 records per page.
11. You can filter the Certificates Report by a specific Course by selecting your desired Course from the Filter Course list at the top of the Report. You can scroll to find your Course, or you can type in the field to search.
12. Now that we have filtered the report to a specific Course, you will notice that the number of Certificates issued has changed. You will also notice that the list below the graph has changed from Courses to Students.
13. The lower section of the Certificates Report now displays a list of Students who have downloaded a Certificate for the selected Course, along with the issued date. The Degree and Specialty fields are also displayed if those fields are enabled in your Company Profile.
14. By default, the records are displayed by Issued Date in ascending order. This column can also be sorted in descending order by clicking the arrows next to the column heading. The Name column can be sorted by ascending or descending order in the same manner.
15. As before, you can search for a specific Student using the “Filter” field, and you can export this list as an Excel file. Remember, any filtering you have applied to the report will also be applied to the exported file.
